Purchases and Sales Made in Q4 2021 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
208KNew |
$3.07M - $3.4M
|
208K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
88.1K+ 10.45% |
$1.3M - $1.44M
|
932K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.6K+ 5.03% |
$968K - $1.07M
|
1.37M
$15.6M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.1KNew |
$842K - $932K
|
57.1K
$649K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.6K+ 13.82% |
$761K - $843K
|
425K
$4.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.8K+ 5.58% |
$750K - $830K
|
961K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
29.4KNew |
$434K - $481K
|
29.4K
$334K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
28.1KNew |
$415K - $459K
|
28.1K
$319K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22KNew |
$325K - $360K
|
22K
$251K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
20.8KNew |
$306K - $339K
|
20.8K
$236K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
17K+ 3.48% |
$252K - $279K
|
507K
$5.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.5K+ 6.85% |
$229K - $254K
|
242K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
13.1KNew |
$194K - $215K
|
13.1K
$149K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
12.5KNew |
$184K - $204K
|
12.5K
$142K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.5K+ 115.1% |
$170K - $189K
|
21.6K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$170K - $188K
|
11.5K
$131K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
10.3KNew |
$152K - $168K
|
10.3K
$117K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.2KNew |
$150K - $166K
|
10.2K
$115K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8.93K+ 78.99% |
$132K - $146K
|
20.2K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.87K+ 6.15% |
$131K - $145K
|
153K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.6K+ 40.66% |
$112K - $124K
|
26.3K
$299K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.91K+ 6.65% |
$102K - $113K
|
111K
$1.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
6.7K+ 5.23% |
$98.9K - $109K
|
135K
$1.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
4.97K+ 32.07% |
$73.4K - $81.2K
|
20.5K
$233K
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
4.21K+ 1.87% |
$62.1K - $68.8K
|
230K
$2.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46K+ 1.31% |
$51K - $56.5K
|
267K
$3.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.42KNew |
$50.4K - $55.9K
|
3.42K
$38.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.19K+ 10.53% |
$47.1K - $52.2K
|
33.5K
$381K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.18K+ 2.9% |
$46.9K - $51.9K
|
113K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.84KNew |
$41.9K - $46.3K
|
2.84K
$32.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.37K+ 0.61% |
$35K - $38.7K
|
391K
$4.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 16.94% |
$33.9K - $37.5K
|
15.8K
$180K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1.55KNew |
$22.9K - $25.3K
|
1.55K
$17.6K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.5KNew |
$22.1K - $24.5K
|
1.5K
$17.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.27K+ 4.32% |
$18.8K - $20.8K
|
30.7K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.16K+ 1.25% |
$17.2K - $19K
|
94.2K
$1.07M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1K+ 9.94% |
$14.8K - $16.3K
|
11.1K
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
702+ 0.89% |
$10.4K - $11.5K
|
79.5K
$903K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
646+ 0.48% |
$9.53K - $10.6K
|
135K
$1.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
646+ 0.48% |
$9.53K - $10.6K
|
135K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
471+ 1.42% |
$6.95K - $7.7K
|
33.7K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
334+ 0.98% |
$4.93K - $5.46K
|
34.4K
$391K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
299+ 1.04% |
$4.41K - $4.89K
|
29.2K
$332K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
287+ 0.78% |
$4.24K - $4.69K
|
37.3K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
189+ 1.76% |
$2.79K - $3.09K
|
10.9K
$124K
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
183+ 1.06% |
$2.7K - $2.99K
|
17.5K
$199K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
156+ 0.97% |
$2.3K - $2.55K
|
16.3K
$185K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
137+ 0.52% |
$2.02K - $2.24K
|
26.4K
$300K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 1.8% |
$1.62K - $1.8K
|
6.23K
$70.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 0.06% |
$148 - $163
|
17.1K
$195K
|