Purchases and Sales Made in Q4 2022 in Calamos Convertible Opportunities & Income Fund (CHI)

CHI Quotes by TradingView

This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q4 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
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
370K
+ 3702.14%
$3.61M - $4.32M
380K $4.32M
Feb 13, 2023 Q4 2022
Claraphi Advisory Network, LLC

BUY
 -
249K
+ 2091.11%
$2.43M - $2.91M
261K $2.97M
Feb 06, 2023 Q4 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
91.1K
New
$889K - $1.06M
91.1K $1.04M
Feb 14, 2023 Q4 2022
Guggenheim Capital LLC

Chicago, IL
BUY
 -
70.6K
+ 9.98%
$688K - $823K
778K $8.85M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
63.2K
New
$616K - $737K
63.2K $719K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
61.8K
+ 159.99%
$603K - $721K
100K $1.14M
Feb 08, 2023 Q4 2022
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
60.9K
New
$593K - $710K
60.9K $692K
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
50.4K
+ 3.81%
$492K - $588K
1.37M $15.6M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
34.3K
+ 26.88%
$335K - $400K
162K $1.84M
Jan 18, 2023 Q4 2022
Reitz Capital Advisors LLC

BUY
 -
27.6K
+ 9.42%
$269K - $321K
320K $3.64M
Jan 18, 2023 Q4 2022
Sam Advisors, LLC

BUY
 -
26.2K
New
$256K - $306K
26.2K $298K
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
21.7K
New
$212K - $253K
21.7K $247K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
21.2K
+ 30.52%
$206K - $247K
90.5K $1.03M
Feb 13, 2023 Q4 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
20.5K
+ 62.14%
$200K - $239K
53.4K $607K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
17.6K
New
$172K - $206K
17.6K $200K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
17.1K
New
$167K - $200K
17.1K $195K
Feb 14, 2023 Q4 2022
Townsend & Associates, Inc

BUY
 -
15.9K
New
$155K - $185K
15.9K $180K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
15.1K
+ 17.64%
$147K - $176K
101K $1.15M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
14.9K
+ 9.08%
$145K - $173K
179K $2.03M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
14.6K
+ 3.02%
$142K - $170K
496K $5.64M
Jan 31, 2023 Q4 2022
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
13.7K
New
$133K - $159K
13.7K $155K
Feb 14, 2023 Q4 2022
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
12K
New
$117K - $140K
12K $136K
Jan 30, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
11.2K
New
$109K - $130K
11.2K $127K
Feb 14, 2023 Q4 2022
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
11.1K
New
$109K - $130K
11.1K $127K
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
10.1K
+ 538.98%
$98.7K - $118K
12K $136K
Feb 14, 2023 Q4 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
9.55K
+ 60.92%
$93.2K - $111K
25.2K $287K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
6.55K
+ 27.49%
$63.9K - $76.4K
30.4K $345K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
5.47K
+ 6.68%
$53.4K - $63.8K
87.4K $993K
Feb 10, 2023 Q4 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
4.64K
+ 2.76%
$45.3K - $54.1K
173K $1.97M
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

BUY
 -
4.49K
+ 16.04%
$43.8K - $52.3K
32.5K $369K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.84K
+ 9.44%
$37.4K - $44.8K
44.5K $506K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.99K
+ 17.62%
$19.4K - $23.2K
13.3K $151K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
1.27K
+ 140.62%
$12.4K - $14.8K
2.17K $24.7K
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
1.1K
New
$10.7K - $12.8K
1.1K $12.5K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.05K
+ 1.13%
$10.2K - $12.2K
93.9K $1.07M
Feb 08, 2023 Q4 2022
L.M. Kohn & Company

BUY
 -
873
+ 3.43%
$8.51K - $10.2K
26.3K $299K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
473
+ 1.9%
$4.61K - $5.52K
25.4K $289K
Jan 12, 2023 Q4 2022
Marcum Wealth, LLC

BUY
 -
406
+ 2.35%
$3.96K - $4.73K
17.7K $201K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
300
+ 0.88%
$2.93K - $3.5K
34.5K $392K
Feb 10, 2023 Q4 2022
Bellecapital International Ltd.

BUY
 -
292
+ 1.6%
$2.85K - $3.4K
18.5K $210K
Feb 15, 2023 Q4 2022
Df Dent & CO Inc

Baltimore, MD
BUY
 -
260
+ 0.88%
$2.54K - $3.03K
29.7K $337K
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
178
+ 0.53%
$1.74K - $2.08K
34K $386K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
175
New
$1.71K - $2.04K
175 $1.99K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
53
+ 0.96%
$517 - $618
5.6K $63.7K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
35
+ 0.26%
$341 - $408
13.6K $154K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
20
New
$195 - $233
20 $227
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
12
+ 0.11%
$117 - $140
11K $125K
Feb 03, 2023 Q4 2022
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
7
+ 3.02%
$68.3 - $81.6
239 $2.72K
Feb 02, 2023 Q4 2022
Institute For Wealth Management, Llc.

SELL
 -
-32
- 0.09%
$312 - $373
33.8K $385K

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