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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
323+ 1.22% |
$4.94K - $5.47K
|
26.9K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30.9KNew |
$472K - $523K
|
30.9K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 5.42% |
$205K - $227K
|
261K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
24.4K+ 3.6% |
$373K - $412K
|
700K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
470+ 1.41% |
$7.19K - $7.95K
|
33.8K
$596K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.3K+ 141.97% |
$326K - $360K
|
36.3K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-732- 6.48% |
$11.2K - $12.4K
|
10.6K
$186K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.1% |
$183 - $203
|
12.6K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
56K+ 12.44% |
$857K - $948K
|
507K
$8.93M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$169K - $187K
|
11K
$195K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-700- 2.96% |
$10.7K - $11.8K
|
22.9K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-77.3K- 13.31% |
$1.18M - $1.31M
|
504K
$8.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.47K+ 1.89% |
$22.5K - $24.9K
|
79.1K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 42.86% |
$22.9K - $25.4K
|
2K
$35.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
300+ 0.29% |
$4.59K - $5.08K
|
103K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
251New |
$3.84K - $4.25K
|
251
$4.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16.9KNew |
$258K - $285K
|
16.9K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.8K- 1.16% |
$318K - $352K
|
1.77M
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-500- 2.24% |
$7.65K - $8.46K
|
21.9K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 14.17% |
$264K - $292K
|
139K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 4.58% |
$1.97M - $2.18M
|
2.94M
$51.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.5K- 4.61% |
$191K - $211K
|
259K
$4.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 7.51% |
$32.2K - $35.7K
|
30.2K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 18.66% |
$44.6K - $49.4K
|
18.6K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73K- 20.74% |
$1.12M - $1.24M
|
279K
$4.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.5K+ 64.04% |
$252K - $279K
|
42.3K
$745K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-800- 0.88% |
$12.2K - $13.5K
|
89.8K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.67K- 20.56% |
$117K - $130K
|
29.6K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-88- 0.24% |
$1.35K - $1.49K
|
36.5K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.32K- 3.23% |
$20.1K - $22.3K
|
39.5K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-102K- 2.44% |
$1.56M - $1.73M
|
4.08M
$71.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.39KNew |
$51.9K - $57.4K
|
3.39K
$59.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 4.73% |
$74.2K - $82.1K
|
97.8K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 7.21% |
$25.6K - $28.4K
|
21.6K
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31+ 0.15% |
$474 - $525
|
21.2K
$374K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-10.5K- 7.61% |
$160K - $177K
|
127K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 8.76% |
$7.65K - $8.46K
|
5.21K
$91.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-154K- 57.4% |
$2.36M - $2.61M
|
114K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 3.23% |
$172K - $190K
|
359K
$6.32M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.01K+ 26.29% |
$46K - $50.9K
|
14.5K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.45K- 7.86% |
$22.1K - $24.5K
|
17K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-128- 12.8% |
$1.96K - $2.17K
|
872
$15.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-397- 6.71% |
$6.07K - $6.72K
|
5.52K
$97.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- -0.0% |
$61.2 - $67.7
|
90K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.14K+ 3.3% |
$48K - $53.1K
|
98.1K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2New |
$30.6 - $33.8
|
2
$35.2
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
480K+ 96.62% |
$7.34M - $8.12M
|
977K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
52.1KNew |
$797K - $882K
|
52.1K
$919K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-113- 0.83% |
$1.73K - $1.91K
|
13.4K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
174KNew |
$2.65M - $2.94M
|
174K
$3.06M
|