A detailed history of Meridian Wealth Advisors, LLC transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 97,222 shares of CSQ stock, worth $1.73 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
97,222
Previous 97,222 -0.0%
Holding current value
$1.73 Million
Previous $1.64 Million 2.93%
% of portfolio
0.31%
Previous 0.32%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$14.05 - $15.28 $42,150 - $45,840
3,000 Added 3.18%
97,222 $1.37 Million
Q4 2022

Jan 23, 2023

SELL
$12.2 - $14.62 $76,335 - $91,477
-6,257 Reduced 6.23%
94,222 $0
Q3 2022

Oct 19, 2022

SELL
$12.4 - $15.94 $232,760 - $299,209
-18,771 Reduced 15.74%
100,479 $1.26 Million
Q2 2022

Jul 26, 2022

BUY
$12.6 - $17.62 $81,900 - $114,530
6,500 Added 5.76%
119,250 $1.56 Million
Q1 2022

May 12, 2022

BUY
$15.44 - $19.24 $154,400 - $192,399
10,000 Added 9.73%
112,750 $1.98 Million
Q4 2020

May 07, 2021

BUY
$12.8 - $15.98 $1.32 Million - $1.64 Million
102,750 New
102,750 $1.62 Million
Q4 2020

Feb 16, 2021

SELL
$12.8 - $15.98 $1.32 Million - $1.64 Million
-102,750 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$12.47 - $14.4 $222,589 - $257,040
17,850 Added 21.02%
102,750 $1.38 Million
Q1 2020

May 15, 2020

BUY
$7.43 - $14.46 $74,300 - $144,600
10,000 Added 13.35%
84,900 $829,000
Q4 2018

Feb 14, 2019

BUY
$9.44 - $13.5 $707,056 - $1.01 Million
74,900 New
74,900 $793,000

Others Institutions Holding CSQ

About CALAMOS STRATEGIC TOTAL RETURN FUND


  • Ticker CSQ
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests ...
More about CSQ
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