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 |
|---|---|---|---|---|---|---|---|
|
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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
415K+ 2564.47% |
$7.48M - $8.12M
|
431K
$8.01M
|
|
|
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
|
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
|
M&T Bank Corp
|
BUY
|
- |
695+ 1.54% |
$12.5K - $13.6K
|
45.7K
$849K
|
|
|
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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50+ 0.21% |
$901 - $978
|
23.4K
$435K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.2K+ 1.02% |
$869K - $943K
|
4.78M
$88.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.5K+ 2.25% |
$1.7M - $1.85M
|
4.3M
$79.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.44K+ 1.94% |
$98.1K - $106K
|
286K
$5.31M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.84K- 2.96% |
$33.1K - $35.9K
|
60.2K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
791+ 2.49% |
$14.3K - $15.5K
|
32.6K
$605K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-4.28K- 0.21% |
$77.1K - $83.6K
|
1.99M
$37M
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.73K+ 3.95% |
$85.1K - $92.4K
|
124K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 0.31% |
$847 - $919
|
15.1K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6K+ 99.52% |
$406K - $441K
|
45.2K
$840K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.27K- 2.14% |
$40.9K - $44.4K
|
104K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.1K+ 11.1% |
$1.37M - $1.49M
|
761K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.1K- 8.82% |
$37.8K - $41.1K
|
21.7K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.6KNew |
$335K - $364K
|
18.6K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41+ 1.64% |
$739 - $802
|
2.54K
$47.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.6KNew |
$263K - $285K
|
14.6K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.44K- 18.37% |
$43.9K - $47.7K
|
10.8K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
97.3K+ 175.92% |
$1.75M - $1.9M
|
153K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-53- 0.15% |
$955 - $1.04K
|
35.6K
$661K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-58.5K- 13.47% |
$1.05M - $1.14M
|
376K
$6.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
513New |
$9.24K - $10K
|
513
$9.53K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.74K+ 21.42% |
$85.5K - $92.8K
|
26.9K
$499K
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
9.67K+ 1.24% |
$174K - $189K
|
792K
$14.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101K- 3.06% |
$1.81M - $1.97M
|
3.19M
$59.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.75K- 0.2% |
$140K - $152K
|
3.95M
$73.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.68K+ 15.18% |
$156K - $170K
|
65.9K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1K+ 123.32% |
$380K - $412K
|
38.2K
$709K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.15KNew |
$20.8K - $22.6K
|
1.15K
$21.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
11.7K+ 21.63% |
$210K - $228K
|
65.6K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
178+ 1.54% |
$3.21K - $3.48K
|
11.7K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.72K- 9.04% |
$175K - $190K
|
97.8K
$1.82M
|
|