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 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-379- 37.12% |
$7.04K - $7.36K
|
642
$11.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1K+ 5.22% |
$18.6K - $19.4K
|
20.2K
$374K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.94K- 4.64% |
$54.5K - $57K
|
60.4K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165+ 4.26% |
$3.06K - $3.21K
|
4.03K
$74.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.84KNew |
$146K - $152K
|
7.84K
$146K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1KNew |
$18.6K - $19.4K
|
1K
$18.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.7% |
$55.7 - $58.3
|
179
$3.32K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.42K+ 1.6% |
$156K - $164K
|
534K
$9.91M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
189+ 1.36% |
$3.51K - $3.67K
|
14.1K
$261K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
264+ 1.0% |
$4.9K - $5.13K
|
26.7K
$496K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.47K+ 652.54% |
$157K - $165K
|
9.77K
$181K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
18+ 1.62% |
$334 - $350
|
1.13K
$21K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
402+ 1.49% |
$7.47K - $7.81K
|
27.4K
$508K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-503- 1.53% |
$9.34K - $9.77K
|
32.4K
$602K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9+ 0.03% |
$167 - $175
|
27.9K
$518K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
42.9KNew |
$796K - $833K
|
42.9K
$796K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.5K- 38.46% |
$46.4K - $48.6K
|
4K
$74.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.9KNew |
$239K - $250K
|
12.9K
$239K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-699- 0.34% |
$13K - $13.6K
|
203K
$3.78M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
3.33K+ 11.67% |
$61.9K - $64.7K
|
31.9K
$592K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-846- 5.37% |
$15.7K - $16.4K
|
14.9K
$277K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.59% |
$241 - $253
|
831
$15.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-994- 5.82% |
$18.5K - $19.3K
|
16.1K
$299K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
29KNew |
$538K - $563K
|
29K
$538K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
500+ 0.76% |
$9.29K - $9.72K
|
65.9K
$1.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
195+ 0.74% |
$3.62K - $3.79K
|
26.4K
$491K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.35K- 29.1% |
$99.3K - $104K
|
13K
$242K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
300New |
$5.57K - $5.83K
|
300
$5.57K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.04K+ 1.77% |
$54.8K - $59.5K
|
175K
$3.24M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
157KNew |
$2.82M - $3.07M
|
157K
$2.91M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-734- 11.77% |
$13.2K - $14.4K
|
5.5K
$102K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$18 - $19.6
|
131K
$2.44M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.18K+ 11.31% |
$165K - $180K
|
90.4K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.8K- 45.62% |
$267K - $290K
|
17.7K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
64.4KNew |
$1.16M - $1.26M
|
64.4K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 2.73% |
$21.5K - $23.3K
|
42.5K
$788K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.3K+ 14.58% |
$41.4K - $45K
|
18.1K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
18.4KNew |
$332K - $360K
|
18.4K
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 5.42% |
$364K - $395K
|
393K
$7.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.2K+ 1.02% |
$869K - $943K
|
4.78M
$88.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 4.22% |
$203K - $221K
|
279K
$5.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
155+ 0.68% |
$2.79K - $3.03K
|
23K
$426K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.5K+ 3.22% |
$350K - $380K
|
624K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61+ 0.44% |
$1.1K - $1.19K
|
13.8K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50+ 0.21% |
$901 - $978
|
23.4K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.48K+ 8.98% |
$44.7K - $48.5K
|
30.1K
$559K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.5KNew |
$280K - $304K
|
15.5K
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11+ 0.17% |
$198 - $215
|
6.34K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
415K+ 2564.47% |
$7.48M - $8.12M
|
431K
$8.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.5K+ 2.25% |
$1.7M - $1.85M
|
4.3M
$79.9M
|
|