Latest Institutional Transactions on Calamos Strategic Total Return Fund (CSQ)
This table provides information on the latest institutional transactions involving Calamos Strategic Total Return Fund (CSQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11KNew |
$19K - $20.5K
|
1.11K
$20.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.24K- 6.89% |
$21.3K - $22.9K
|
16.8K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 0.77% |
$23.3K - $25.1K
|
175K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.59K+ 5.7% |
$27.2K - $29.3K
|
29.4K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.5KNew |
$25.7K - $27.7K
|
1.5K
$27.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-591- 4.51% |
$10.1K - $10.9K
|
12.5K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-16.3K- 20.33% |
$279K - $300K
|
63.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
237+ 1.2% |
$4.06K - $4.37K
|
20.1K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
190+ 6.55% |
$3.26K - $3.5K
|
3.09K
$56.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
223New |
$3.82K - $4.11K
|
223
$4.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
230+ 0.68% |
$3.94K - $4.24K
|
34.1K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-10.5K- 40.34% |
$180K - $194K
|
15.5K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
73+ 0.3% |
$1.25K - $1.35K
|
24.5K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.19K+ 27.99% |
$88.9K - $95.6K
|
23.7K
$430K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5K+ 6.43% |
$25.7K - $27.7K
|
24.8K
$450K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-246K- 94.24% |
$4.22M - $4.54M
|
15.1K
$273K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 97.0% |
$1.74M - $1.94M
|
3.43K
$62.2K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.7K- 23.98% |
$529K - $589K
|
107K
$1.93M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
184KNew |
$2.88M - $3.22M
|
184K
$3.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-88- 4.4% |
$1.38K - $1.54K
|
1.91K
$34.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
909+ 8.6% |
$14.3K - $15.9K
|
11.5K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
271+ 1.01% |
$4.26K - $4.75K
|
27.2K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.2K+ 27.27% |
$412K - $459K
|
122K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.1% |
$204 - $228
|
12.6K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.67K+ 1.02% |
$57.7K - $64.3K
|
362K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
38.9KNew |
$611K - $682K
|
38.9K
$706K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
70.6K+ 1.73% |
$1.11M - $1.24M
|
4.15M
$75.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
115+ 0.32% |
$1.81K - $2.01K
|
36.4K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.3KNew |
$256K - $285K
|
16.3K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.32K+ 2.59% |
$20.8K - $23.1K
|
52.4K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.22K- 4.47% |
$97.8K - $109K
|
133K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.26K- 2.08% |
$19.7K - $22K
|
59.1K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.7K- 2.19% |
$89.5K - $99.7K
|
255K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
297K+ 7.58% |
$4.67M - $5.21M
|
4.22M
$76.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.3KNew |
$460K - $513K
|
29.3K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
62+ 0.43% |
$974 - $1.09K
|
14.5K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.09K- 1.38% |
$17.2K - $19.1K
|
78K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.03K+ 0.17% |
$47.6K - $53.1K
|
1.77M
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-499- 2.18% |
$7.84K - $8.74K
|
22.4K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
217+ 0.64% |
$3.41K - $3.8K
|
34K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 5.54% |
$31.7K - $35.4K
|
38.5K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.9K+ 0.63% |
$469K - $523K
|
4.8M
$87.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.75K- 3.38% |
$137K - $153K
|
250K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28.5K- 16.44% |
$448K - $500K
|
145K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$15.7 - $17.5
|
1.74K
$31.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17.7KNew |
$278K - $309K
|
17.7K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.55K- 18.09% |
$87.2K - $97.2K
|
25.1K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.37KNew |
$37.2K - $41.5K
|
2.37K
$43K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
21K+ 8.93% |
$330K - $368K
|
256K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148+ 0.65% |
$2.33K - $2.59K
|
22.9K
$416K
|
|