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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-510- 31.48% |
$8.14K - $9.44K
|
1.11K
$19.3K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
230KNew |
$3.67M - $4.25M
|
230K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
352+ 6.87% |
$5.62K - $6.51K
|
5.48K
$95.5K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 3.1% |
$2.16M - $2.5M
|
4.21M
$73.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48K+ 1.01% |
$766K - $888K
|
4.79M
$83.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-918- 2.05% |
$14.7K - $17K
|
43.8K
$763K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.06K+ 8.63% |
$80.8K - $93.6K
|
63.7K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
322+ 1.19% |
$5.14K - $5.96K
|
27.3K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
107+ 0.37% |
$1.71K - $1.98K
|
29.2K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.1% |
$192 - $222
|
12.6K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 88.24% |
$240 - $278
|
2
$34.9
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-276- 1.77% |
$4.41K - $5.11K
|
15.3K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.31K- 25.67% |
$149K - $172K
|
27K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.47K+ 40.03% |
$55.3K - $64.1K
|
12.1K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-232- 1.56% |
$3.71K - $4.29K
|
14.6K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 4.22% |
$24.1K - $27.9K
|
34.3K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.3K- 63.41% |
$20.8K - $24.1K
|
750
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 6.04% |
$17.1K - $19.8K
|
18.8K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.17K+ 3.86% |
$18.7K - $21.7K
|
31.5K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.02K+ 1.81% |
$144K - $167K
|
507K
$8.84M
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
122KNew |
$1.95M - $2.26M
|
122K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.89KNew |
$94.1K - $109K
|
5.89K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 3.64% |
$58.4K - $67.6K
|
104K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
175K+ 9.81% |
$2.79M - $3.23M
|
1.95M
$34.1M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
325New |
$5.19K - $6.01K
|
325
$5.66K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
686+ 3.02% |
$11K - $12.7K
|
23.4K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-455- 12.66% |
$7.27K - $8.42K
|
3.14K
$54.7K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.9KNew |
$381K - $442K
|
23.9K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
36+ 0.07% |
$575 - $666
|
52.6K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 1.83% |
$703 - $814
|
2.45K
$42.8K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 0.9% |
$8.11K - $9.4K
|
57.2K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.2K+ 15.36% |
$898K - $1.04M
|
422K
$7.36M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.66K+ 15.85% |
$74.5K - $86.2K
|
34.1K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.2KNew |
$227K - $263K
|
14.2K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.6K+ 5.9% |
$233K - $270K
|
262K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-600- 2.5% |
$9.58K - $11.1K
|
23.4K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.75K- 8.17% |
$75.8K - $87.8K
|
53.3K
$930K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.97K+ 5.68% |
$31.5K - $36.5K
|
36.7K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.2K+ 9.0% |
$562K - $651K
|
426K
$7.42M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
184New |
$2.94K - $3.4K
|
184
$3.21K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-287- 0.37% |
$4.58K - $5.31K
|
78.2K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 4.8% |
$16K - $18.5K
|
19.9K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.0% |
$256 - $296
|
754K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17KNew |
$272K - $315K
|
17K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3KClosed |
$47.9K - $55.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.66K- 6.35% |
$26.5K - $30.7K
|
24.5K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$210K - $243K
|
13.1K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.52K+ 13.19% |
$24.3K - $28.2K
|
13.1K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.97KNew |
$159K - $184K
|
9.97K
$174K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.9K+ 2.41% |
$1.21M - $1.4M
|
3.22M
$56.2M
|