Purchases and Sales Made in Q3 2021 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q3 2021. The information is specifically focused on institutions that hold shares of CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-300- 0.95% |
$4.35K - $4.73K
|
31.4K
$325K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-302- 2.44% |
$4.38K - $4.77K
|
12.1K
$125K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-414- 0.92% |
$6.01K - $6.53K
|
44.7K
$464K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.04K- 6.76% |
$15K - $16.4K
|
14.3K
$148K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.43K- 2.48% |
$20.7K - $22.5K
|
56K
$581K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.12K- 8.79% |
$30.8K - $33.5K
|
22K
$228K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.46K- 24.45% |
$35.7K - $38.8K
|
7.6K
$78.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.58K- 6.21% |
$37.4K - $40.6K
|
38.9K
$404K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.42K- 10.44% |
$49.7K - $54K
|
29.3K
$304K
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-4.21K- 1.83% |
$61.1K - $66.4K
|
225K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.28KClosed |
$62.1K - $67.5K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.32K- 4.29% |
$62.7K - $68.2K
|
96.4K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.45K- 5.53% |
$79.1K - $86K
|
93.1K
$965K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.92KClosed |
$86K - $93.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-6K- 49.08% |
$87.1K - $94.7K
|
6.23K
$64.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.16KClosed |
$89.4K - $97.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-6.33K- 0.42% |
$91.9K - $99.9K
|
1.49M
$15.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.16K- 21.4% |
$104K - $113K
|
26.3K
$273K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.93K- 20.72% |
$115K - $125K
|
30.3K
$315K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 44.13% |
$130K - $141K
|
11.3K
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.6KClosed |
$169K - $183K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-12.8KClosed |
$186K - $202K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.5K- 18.9% |
$211K - $229K
|
62.3K
$646K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.8K- 10.45% |
$244K - $266K
|
144K
$1.5M
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-21.5K- 55.39% |
$312K - $339K
|
17.3K
$179K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.5K- 4.23% |
$341K - $371K
|
531K
$5.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24.5K- 2.23% |
$355K - $386K
|
1.07M
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46K- 3.66% |
$668K - $727K
|
1.21M
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.3K- 6.69% |
$672K - $731K
|
646K
$6.7M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.8K- 36.38% |
$795K - $864K
|
95.8K
$993K
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-58K- 13.97% |
$842K - $915K
|
357K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-63.8K- 7.03% |
$926K - $1.01M
|
844K
$8.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-79.7KClosed |
$1.16M - $1.26M
|
0
$0
|