Purchases and Sales Made in Q3 2024 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q3 2024. 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 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
141KNew |
$1.54M - $1.7M
|
141K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 9.5% |
$1.25M - $1.37M
|
1.32M
$15.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
91.8KNew |
$1M - $1.1M
|
91.8K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
82.3KNew |
$897K - $989K
|
82.3K
$949K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.4K+ 4.06% |
$735K - $810K
|
1.73M
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
58.4K+ 47.13% |
$637K - $702K
|
182K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 3.4% |
$481K - $530K
|
1.34M
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.8KNew |
$423K - $466K
|
38.8K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.9K+ 7.8% |
$261K - $288K
|
331K
$3.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.2K+ 110.03% |
$253K - $279K
|
44.3K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2KNew |
$231K - $255K
|
21.2K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9KNew |
$162K - $179K
|
14.9K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.9K+ 3.15% |
$152K - $167K
|
456K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13K+ 79.58% |
$142K - $156K
|
29.3K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
12.6K+ 219.68% |
$138K - $152K
|
18.4K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12.3KNew |
$134K - $148K
|
12.3K
$142K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10.9K+ 3.99% |
$119K - $131K
|
284K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$112K - $123K
|
10.3K
$118K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.93K+ 6.51% |
$108K - $119K
|
162K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.25K+ 7.91% |
$101K - $111K
|
126K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.65K+ 1.74% |
$94.3K - $104K
|
505K
$5.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
8.36K+ 30.63% |
$91.2K - $100K
|
35.7K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.74KNew |
$62.7K - $69K
|
5.74K
$66.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.38K+ 2.86% |
$58.7K - $64.6K
|
193K
$2.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.57K+ 10.34% |
$49.9K - $54.9K
|
48.8K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.46K+ 11441.03% |
$48.7K - $53.6K
|
4.5K
$51.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.1K+ 1997.56% |
$44.7K - $49.2K
|
4.3K
$49.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4KNew |
$43.6K - $48.1K
|
4K
$46.2K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 8.17% |
$42.7K - $47K
|
51.8K
$598K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.73K+ 27.85% |
$40.7K - $44.9K
|
17.1K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.25K+ 8.64% |
$35.5K - $39.1K
|
40.9K
$472K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
3.13K+ 11.85% |
$34.1K - $37.6K
|
29.5K
$340K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.41K+ 8.64% |
$26.3K - $29K
|
30.3K
$350K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.38K+ 10.37% |
$25.9K - $28.6K
|
25.3K
$292K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 18.93% |
$24.1K - $26.5K
|
13.9K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17K+ 6.0% |
$23.7K - $26.1K
|
38.4K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.33K+ 2.95% |
$14.5K - $16K
|
46.3K
$535K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.2KNew |
$13.1K - $14.4K
|
1.2K
$13.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 1.21% |
$11.9K - $13.2K
|
92K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.06K+ 6.23% |
$11.6K - $12.8K
|
18.1K
$209K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$10.9K - $12K
|
1K
$11.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
670+ 0.46% |
$7.31K - $8.05K
|
146K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
305New |
$3.33K - $3.67K
|
305
$3.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
255+ 2.47% |
$2.78K - $3.07K
|
10.6K
$122K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
230+ 2.17% |
$2.51K - $2.76K
|
10.8K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
223+ 1.79% |
$2.43K - $2.68K
|
12.7K
$146K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
108+ 0.82% |
$1.18K - $1.3K
|
13.3K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
102+ 0.48% |
$1.11K - $1.23K
|
21.2K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
94+ 0.29% |
$1.03K - $1.13K
|
32.5K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
80+ 0.15% |
$873 - $962
|
55.2K
$637K
|