Purchases and Sales Made in Q3 2022 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q3 2022. 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 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112KNew |
$1.09M - $1.46M
|
112K
$1.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
68K+ 71.06% |
$657K - $884K
|
164K
$1.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
47.5KNew |
$459K - $617K
|
47.5K
$540K
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
32.2K+ 12.37% |
$311K - $419K
|
293K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.5K+ 119.58% |
$237K - $319K
|
45K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.5K+ 41.99% |
$198K - $267K
|
69.3K
$788K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 3.3% |
$179K - $241K
|
580K
$6.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.8K+ 10.24% |
$162K - $218K
|
180K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.7KNew |
$152K - $204K
|
15.7K
$178K
|
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.6KNew |
$122K - $164K
|
12.6K
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.2K+ 3.02% |
$118K - $158K
|
415K
$4.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 2.3% |
$105K - $141K
|
482K
$5.48M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.1KNew |
$97.2K - $131K
|
10.1K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.61K+ 11.18% |
$83.2K - $112K
|
85.7K
$974K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.12K+ 2.31% |
$78.4K - $106K
|
359K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.09K+ 0.58% |
$78.1K - $105K
|
1.39M
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.28K+ 11.75% |
$41.3K - $55.6K
|
40.7K
$463K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.26KNew |
$31.5K - $42.4K
|
3.26K
$37.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.06K+ 15.87% |
$29.5K - $39.8K
|
22.3K
$254K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 3.64% |
$27.8K - $37.4K
|
81.9K
$931K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.8KNew |
$27K - $36.4K
|
2.8K
$31.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.28K+ 20.87% |
$22K - $29.6K
|
13.2K
$150K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 12.78% |
$20.3K - $27.3K
|
18.5K
$211K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.08K+ 5.68% |
$20.1K - $27K
|
38.6K
$439K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.86K+ 1.5% |
$18K - $24.2K
|
126K
$1.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 6.9% |
$17.4K - $23.5K
|
28K
$318K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.31K+ 5.45% |
$12.7K - $17.1K
|
25.4K
$289K
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 3.58% |
$10.4K - $14K
|
31.1K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.07K+ 4.69% |
$10.3K - $13.9K
|
23.8K
$271K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
541+ 0.1% |
$5.23K - $7.03K
|
565K
$6.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
430+ 1.75% |
$4.15K - $5.59K
|
24.9K
$284K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
378+ 0.23% |
$3.65K - $4.91K
|
168K
$1.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
367+ 2.17% |
$3.55K - $4.77K
|
17.3K
$197K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
265+ 1.48% |
$2.56K - $3.45K
|
18.2K
$207K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
247+ 4.66% |
$2.39K - $3.21K
|
5.55K
$63.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
232New |
$2.24K - $3.02K
|
232
$2.64K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
147+ 1.28% |
$1.42K - $1.91K
|
11.6K
$132K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 2.63% |
$309 - $416
|
1.25K
$14.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 2.85% |
$242 - $325
|
901
$10.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.1% |
$106 - $143
|
11K
$125K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-222- 1.61% |
$2.14K - $2.89K
|
13.5K
$154K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-243- 0.1% |
$2.35K - $3.16K
|
248K
$2.82M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-275- 1.31% |
$2.66K - $3.58K
|
20.7K
$235K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-300- 0.46% |
$2.9K - $3.9K
|
65.2K
$742K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-307- 2.98% |
$2.97K - $3.99K
|
10K
$114K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-449- 0.38% |
$4.34K - $5.84K
|
119K
$1.35M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-450- 0.48% |
$4.35K - $5.85K
|
92.8K
$1.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-680- 2.12% |
$6.57K - $8.84K
|
31.4K
$357K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-836- 2.95% |
$8.08K - $10.9K
|
27.5K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-895- 6.98% |
$8.65K - $11.6K
|
11.9K
$136K
|