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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.2KNew |
$162K - $188K
|
10.2K
$177K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$319 - $370
|
18.6K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.43K- 3.03% |
$70.8K - $82K
|
142K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
475+ 1.99% |
$7.59K - $8.79K
|
24.4K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.5K+ 8.35% |
$184K - $213K
|
149K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-486- 2.26% |
$7.76K - $8.99K
|
21K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-207K- 9.7% |
$3.31M - $3.83M
|
1.93M
$33.6M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 7.62% |
$30.7K - $35.6K
|
23.3K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-52.8K- 1.26% |
$843K - $976K
|
4.13M
$71.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.81K- 0.64% |
$29K - $33.5K
|
280K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.11K- 21.31% |
$49.6K - $57.5K
|
11.5K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
744+ 5.42% |
$11.9K - $13.8K
|
14.5K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
9.48K+ 10.87% |
$151K - $175K
|
96.7K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.6K+ 29.53% |
$362K - $419K
|
99.3K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.87K+ 3.58% |
$77.7K - $90K
|
141K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-60.6K- 65.32% |
$967K - $1.12M
|
32.2K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 1.19% |
$34.4K - $39.8K
|
184K
$3.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.2K- 46.96% |
$578K - $670K
|
40.9K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
872+ 0.24% |
$13.9K - $16.1K
|
361K
$6.3M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
19KNew |
$304K - $352K
|
19K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17New |
$271 - $315
|
17
$296
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
132K+ 11.5% |
$2.11M - $2.44M
|
1.28M
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
153+ 1.28% |
$2.44K - $2.83K
|
12.1K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.06KNew |
$48.9K - $56.6K
|
3.06K
$53.3K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
38+ 0.07% |
$607 - $703
|
52.3K
$911K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.99K- 6.25% |
$144K - $166K
|
135K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-439- 2.82% |
$7.01K - $8.12K
|
15.1K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.86K- 4.75% |
$45.7K - $52.9K
|
57.3K
$999K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
311+ 3.35% |
$4.97K - $5.75K
|
9.59K
$167K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.53KNew |
$56.3K - $65.2K
|
3.53K
$61.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 16.33% |
$2.38M - $2.75M
|
1.06M
$18.5M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
36.5KNew |
$584K - $676K
|
36.5K
$637K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.92K- 8.08% |
$30.6K - $35.5K
|
21.8K
$380K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 1.6% |
$173K - $200K
|
686K
$12M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.57% |
$16 - $18.5
|
175
$3.05K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.36K+ 18.44% |
$69.6K - $80.6K
|
28K
$488K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
500+ 0.51% |
$7.99K - $9.25K
|
97.7K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109K+ 659.29% |
$1.75M - $2.02M
|
126K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69K+ 4.09% |
$42.9K - $49.7K
|
68.3K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
189+ 0.97% |
$3.02K - $3.5K
|
19.6K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-170- 11.72% |
$2.71K - $3.15K
|
1.28K
$22.3K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
707New |
$11.3K - $13.1K
|
707
$12.3K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.8K- 2.54% |
$172K - $199K
|
413K
$7.2M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.45% |
$1.6K - $1.85K
|
22.2K
$387K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-16.5K- 11.17% |
$264K - $305K
|
131K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41.4K- 9.06% |
$662K - $767K
|
416K
$7.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
194+ 1.78% |
$3.1K - $3.59K
|
11.1K
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-949- 5.85% |
$15.2K - $17.6K
|
15.3K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-651- 10.59% |
$10.4K - $12K
|
5.5K
$95.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
290+ 1.22% |
$4.63K - $5.37K
|
24K
$418K
|