Purchases and Sales Made in Q4 2023 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
181KNew |
$1.77M - $1.99M
|
181K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
170K+ 13.69% |
$1.66M - $1.87M
|
1.42M
$16.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
114KNew |
$1.11M - $1.25M
|
114K
$1.29M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 8.45% |
$1.06M - $1.2M
|
1.4M
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
77.2K+ 11.81% |
$752K - $849K
|
731K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
56.2K+ 8.38% |
$547K - $618K
|
727K
$8.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.9K+ 12.86% |
$477K - $538K
|
429K
$4.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.3KNew |
$393K - $443K
|
40.3K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
31.6K+ 2.1% |
$307K - $347K
|
1.53M
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.5K+ 13.63% |
$268K - $302K
|
229K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.3KNew |
$207K - $234K
|
21.3K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 3.58% |
$198K - $223K
|
588K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.3K+ 60.39% |
$178K - $201K
|
48.6K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.6KNew |
$171K - $193K
|
17.6K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.2KNew |
$138K - $156K
|
14.2K
$162K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12.9KNew |
$125K - $141K
|
12.9K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.7KNew |
$124K - $140K
|
12.7K
$145K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12.3KNew |
$120K - $135K
|
12.3K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.9K+ 22.08% |
$116K - $131K
|
65.8K
$748K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$101K - $114K
|
10.4K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.3KNew |
$100K - $113K
|
10.3K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.75K+ 26.67% |
$95K - $107K
|
46.3K
$527K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.4K+ 28.83% |
$91.5K - $103K
|
42K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
8.73K+ 43.88% |
$85K - $96K
|
28.6K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.69K+ 45.58% |
$55.5K - $62.6K
|
18.2K
$207K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.48K+ 3.15% |
$53.4K - $60.3K
|
179K
$2.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.6K+ 1.33% |
$35.1K - $39.6K
|
274K
$3.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.1K+ 18.94% |
$30.1K - $34K
|
19.4K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.79K+ 10.68% |
$27.1K - $30.6K
|
28.9K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.65KNew |
$25.8K - $29.1K
|
2.65K
$30.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.5K+ 10.57% |
$24.4K - $27.5K
|
26.2K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.61K+ 5.1% |
$15.7K - $17.7K
|
33.2K
$377K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.53K+ 4.49% |
$14.9K - $16.8K
|
35.6K
$405K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.46K+ 1.5% |
$14.2K - $16K
|
98.4K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$9.74K - $11K
|
1K
$11.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1KNew |
$9.74K - $11K
|
1K
$11.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
403New |
$3.93K - $4.43K
|
403
$4.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
285+ 0.87% |
$2.78K - $3.13K
|
33K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
243+ 0.81% |
$2.37K - $2.67K
|
30.2K
$343K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175New |
$1.7K - $1.92K
|
175
$1.99K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
153+ 0.68% |
$1.49K - $1.68K
|
22.6K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
151+ 1.39% |
$1.47K - $1.66K
|
11K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
112+ 1.01% |
$1.09K - $1.23K
|
11.2K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
93+ 0.06% |
$906 - $1.02K
|
145K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88+ 0.44% |
$857 - $967
|
20.3K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
83+ 0.29% |
$808 - $912
|
28.6K
$325K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
73+ 0.53% |
$711 - $802
|
13.9K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41+ 0.27% |
$399 - $451
|
15K
$171K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
20+ 0.12% |
$195 - $220
|
17.1K
$195K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 2.71% |
$68.2 - $76.9
|
265
$3.01K
|