Purchases and Sales Made in Q4 2024 in Calamos Convertible Opportunities & Income Fund (CHI)
This table provides information about the institutional ownership of Calamos Convertible Opportunities & Income Fund (CHI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
78.9KNew |
$894K - $968K
|
78.9K
$910K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
49.4KNew |
$560K - $606K
|
49.4K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.4K+ 48.31% |
$243K - $262K
|
65.7K
$758K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.53K+ 2.86% |
$62.7K - $67.9K
|
199K
$2.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$17K - $18.4K
|
1.5K
$17.3K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
212+ 1.59% |
$2.4K - $2.6K
|
13.6K
$156K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-86- 0.61% |
$975 - $1.06K
|
13.9K
$160K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-303- 99.34% |
$3.44K - $3.72K
|
2
$23.1
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.2K- 12.72% |
$70.3K - $76.1K
|
42.6K
$491K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-69.4K- 84.41% |
$787K - $852K
|
12.8K
$148K
|