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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-436- 2.2% |
$7.86K - $8.53K
|
19.4K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
465+ 0.86% |
$8.38K - $9.1K
|
54.6K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.52K+ 21.01% |
$27.3K - $29.7K
|
8.74K
$162K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 7.09% |
$185K - $201K
|
135K
$2.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.59K- 2.34% |
$64.7K - $70.3K
|
150K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.9K- 20.88% |
$88.3K - $95.8K
|
18.6K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 3.51% |
$683K - $741K
|
1.12M
$20.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.57K- 0.41% |
$28.2K - $30.6K
|
381K
$7.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
678+ 13.05% |
$12.2K - $13.3K
|
5.87K
$109K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
159+ 1.07% |
$2.87K - $3.11K
|
15.1K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.34K+ 6.0% |
$78.2K - $84.9K
|
76.7K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 0.21% |
$901 - $978
|
23.4K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-750- 5.39% |
$13.5K - $14.7K
|
13.2K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
300New |
$5.41K - $5.87K
|
300
$5.57K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
95+ 0.46% |
$1.71K - $1.86K
|
20.8K
$387K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11KNew |
$198K - $215K
|
11K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 0.79% |
$19.7K - $21.4K
|
138K
$2.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$360 - $391
|
18.7K
$347K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-500- 9.13% |
$9.01K - $9.78K
|
4.98K
$92.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-617- 3.18% |
$11.1K - $12.1K
|
18.8K
$349K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
37+ 0.07% |
$667 - $724
|
52.3K
$972K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-27.6K- 25.25% |
$498K - $541K
|
81.8K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-3.66K- 14.39% |
$65.9K - $71.6K
|
21.8K
$404K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250+ 7.29% |
$4.51K - $4.89K
|
3.68K
$68.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
182+ 1.14% |
$3.28K - $3.56K
|
16.1K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
69+ 0.42% |
$1.24K - $1.35K
|
16.5K
$307K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
909+ 3.37% |
$16.4K - $17.8K
|
27.9K
$517K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
773K+ 53.74% |
$13.9M - $15.1M
|
2.21M
$41.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-543- 2.68% |
$9.78K - $10.6K
|
19.7K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-9.44K- 1.78% |
$170K - $185K
|
521K
$9.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6K+ 2.46% |
$227K - $247K
|
525K
$9.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
187+ 1.37% |
$3.37K - $3.66K
|
13.9K
$257K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
30+ 3.03% |
$541 - $587
|
1.02K
$19K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.17K- 5.27% |
$21.1K - $22.9K
|
21K
$391K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
860+ 0.72% |
$15.5K - $16.8K
|
120K
$2.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3K+ 3.55% |
$41.4K - $45K
|
67.1K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.54K+ 12.82% |
$27.7K - $30.1K
|
13.5K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
14.5KNew |
$261K - $284K
|
14.5K
$269K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-101- 0.46% |
$1.82K - $1.98K
|
22K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12KNew |
$216K - $234K
|
12K
$222K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.46K- 4.11% |
$62.3K - $67.6K
|
80.6K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.99K- 3.99% |
$89.8K - $97.5K
|
120K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-1.09K- 0.48% |
$19.6K - $21.3K
|
228K
$4.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
15.5K+ 5.81% |
$279K - $302K
|
281K
$5.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 1.32% |
$236K - $256K
|
1.01M
$18.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.17K+ 5.77% |
$39.1K - $42.5K
|
39.8K
$739K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-5.75K- 17.39% |
$104K - $112K
|
27.3K
$507K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
104+ 0.85% |
$1.87K - $2.03K
|
12.3K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
32.3KNew |
$582K - $632K
|
32.3K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.93K+ 8.51% |
$34.8K - $37.8K
|
24.6K
$458K
|
|