Purchases and Sales Made in Q3 2023 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-258- 0.44% |
$2.66K - $2.93K
|
59K
$624K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-440- 1.78% |
$4.54K - $5K
|
24.3K
$256K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-500- 1.3% |
$5.16K - $5.68K
|
38K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-505- 2.55% |
$5.21K - $5.74K
|
19.3K
$204K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-650- 5.96% |
$6.71K - $7.38K
|
10.3K
$108K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-825- 19.0% |
$8.51K - $9.37K
|
3.52K
$37.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-933- 0.44% |
$9.63K - $10.6K
|
210K
$2.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1K- 3.15% |
$10.3K - $11.4K
|
30.8K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.1K- 9.14% |
$11.3K - $12.5K
|
10.9K
$115K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.56K- 2.49% |
$16K - $17.7K
|
60.9K
$644K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.63K- 4.74% |
$16.8K - $18.5K
|
32.7K
$346K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.75K- 1.54% |
$18K - $19.8K
|
111K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.09K- 7.91% |
$21.5K - $23.7K
|
24.3K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-5.45K- 33.03% |
$56.2K - $61.9K
|
11.1K
$117K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.19K- 4.05% |
$63.8K - $70.3K
|
146K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.7K- 19.11% |
$79.5K - $87.5K
|
32.6K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.5K- 8.99% |
$98K - $108K
|
96.2K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.2K- 2.52% |
$105K - $115K
|
392K
$4.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 24.41% |
$114K - $125K
|
34.1K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 14.68% |
$126K - $139K
|
71K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.5K- 35.9% |
$129K - $141K
|
22.2K
$235K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.2K- 56.7% |
$156K - $172K
|
11.6K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-16K- 9.64% |
$165K - $181K
|
150K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-16.9K- 11.18% |
$175K - $192K
|
134K
$1.42M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.4K- 58.44% |
$531K - $584K
|
36.6K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51.5K- 7.13% |
$531K - $585K
|
670K
$7.09M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-232K- 93.74% |
$2.39M - $2.64M
|
15.5K
$164K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-234K- 76.22% |
$2.41M - $2.65M
|
72.9K
$770K
|