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 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-950- 3.37% |
$9.18K - $12.4K
|
27.2K
$310K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-991- 1.22% |
$9.57K - $12.9K
|
80.1K
$911K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 0.54% |
$10.5K - $14.1K
|
200K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.56K- 4.41% |
$15.1K - $20.3K
|
33.8K
$384K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.6KClosed |
$15.5K - $20.8K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.98K- 15.55% |
$19.1K - $25.7K
|
10.7K
$122K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.03K- 5.48% |
$19.6K - $26.4K
|
35.1K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.06K- 16.56% |
$19.9K - $26.7K
|
10.4K
$118K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.3K- 5.71% |
$22.2K - $29.9K
|
38K
$432K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3K- 20.56% |
$29K - $39K
|
11.6K
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.27K- 1.46% |
$31.6K - $42.5K
|
220K
$2.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.07K- 10.73% |
$39.3K - $52.9K
|
33.9K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.24K- 56.7% |
$50.6K - $68.1K
|
4K
$45.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.2K- 26.95% |
$59.9K - $80.6K
|
16.8K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.66K- 37.08% |
$64.3K - $86.5K
|
11.3K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.89K- 26.35% |
$85.9K - $116K
|
24.9K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.25K- 0.79% |
$89.4K - $120K
|
1.17M
$13.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.4K- 8.84% |
$120K - $161K
|
128K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.1K- 28.48% |
$127K - $171K
|
32.9K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.4K- 1.56% |
$139K - $187K
|
908K
$10.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-16.6K- 1.56% |
$160K - $216K
|
1.04M
$11.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.3K- 33.6% |
$167K - $224K
|
34.1K
$388K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-33.7KClosed |
$325K - $438K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35.2K- 80.75% |
$340K - $458K
|
8.4K
$95.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.7K- 14.1% |
$432K - $581K
|
273K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-50.6K- 3.69% |
$489K - $658K
|
1.32M
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-183K- 20.52% |
$1.76M - $2.37M
|
707K
$8.04M
|