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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 75.0% |
$25.7K - $27.7K
|
500
$8.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-767- 2.07% |
$13.1K - $14.1K
|
36.3K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.13KNew |
$87.8K - $94.5K
|
5.13K
$92.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-64.9K- 1.35% |
$1.11M - $1.2M
|
4.74M
$85.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23.3KNew |
$400K - $430K
|
23.3K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44.7KNew |
$767K - $825K
|
44.7K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 40.89% |
$255K - $275K
|
21.5K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48- 0.38% |
$823 - $885
|
12.6K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.38K- 2.32% |
$23.7K - $25.4K
|
58.1K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.49K- 22.85% |
$94K - $101K
|
18.5K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 8.34% |
$233K - $251K
|
177K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-676- 4.15% |
$11.6K - $12.5K
|
15.6K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-228- 0.84% |
$3.91K - $4.2K
|
26.9K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 0.65% |
$465K - $500K
|
4.18M
$75.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12KNew |
$205K - $221K
|
12K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
181+ 0.94% |
$3.1K - $3.34K
|
19.5K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.26KNew |
$142K - $152K
|
8.26K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.87K- 17.92% |
$66.3K - $71.4K
|
17.7K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
184+ 0.35% |
$3.15K - $3.39K
|
52.6K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
115New |
$1.97K - $2.12K
|
115
$2.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25.2KNew |
$433K - $466K
|
25.2K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 3.06% |
$2.21M - $2.38M
|
4.35M
$78.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
525+ 0.67% |
$9K - $9.68K
|
78.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.52K- 2.95% |
$129K - $139K
|
247K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.11K+ 0.34% |
$105K - $113K
|
1.78M
$32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
12.8K+ 1.72% |
$219K - $235K
|
754K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
684+ 2.01% |
$11.7K - $12.6K
|
34.7K
$624K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
300+ 1.27% |
$5.14K - $5.53K
|
24K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
60+ 0.41% |
$1.03K - $1.11K
|
14.6K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.57K+ 0.98% |
$61.1K - $65.7K
|
366K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.9K+ 7.09% |
$409K - $440K
|
361K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.45% |
$1.71K - $1.84K
|
22.3K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.6K+ 14.32% |
$165K - $177K
|
76.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.1K- 3.64% |
$18.8K - $20.3K
|
29.1K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-467- 0.79% |
$8K - $8.61K
|
58.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-250- 2.29% |
$4.29K - $4.61K
|
10.7K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.61K+ 1.19% |
$79K - $85K
|
391K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123K+ 22.32% |
$2.11M - $2.27M
|
675K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.05K+ 3.58% |
$18K - $19.3K
|
30.3K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.69K- 21.88% |
$63.2K - $68K
|
13.2K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.9K+ 12.75% |
$546K - $588K
|
282K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 1.41% |
$24K - $25.8K
|
100K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17New |
$291 - $313
|
17
$306
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66+ 0.58% |
$1.13K - $1.22K
|
11.5K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 1.92% |
$1.71K - $1.84K
|
5.11K
$91.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
22.7KNew |
$389K - $418K
|
22.7K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-650- 4.84% |
$11.1K - $12K
|
12.8K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-410- 2.57% |
$7.03K - $7.56K
|
15.6K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-120K- 70.56% |
$2.06M - $2.22M
|
50.1K
$901K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 7.03% |
$46.4K - $49.9K
|
35.8K
$643K
|