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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.02K- 30.54% |
$41.9K - $55.1K
|
6.87K
$127K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-844- 0.67% |
$11.7K - $15.4K
|
125K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.12K- 2.76% |
$57.1K - $75.2K
|
145K
$2.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
22.8K+ 4.49% |
$316K - $416K
|
530K
$9.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 1.8% |
$264K - $348K
|
1.08M
$19.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.98K+ 13.68% |
$27.4K - $36.1K
|
16.4K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
750+ 5.69% |
$10.4K - $13.7K
|
13.9K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.8K+ 31.36% |
$52.7K - $69.3K
|
15.9K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
203+ 1.03% |
$2.81K - $3.7K
|
19.9K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57+ 0.24% |
$790 - $1.04K
|
23.4K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.35K+ 2.11% |
$18.7K - $24.6K
|
65.4K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.08K+ 5.98% |
$56.6K - $74.5K
|
72.4K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22K- 15.64% |
$305K - $402K
|
119K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.74K- 7.14% |
$24.1K - $31.7K
|
22.6K
$418K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
20.7KNew |
$287K - $378K
|
20.7K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100+ 0.43% |
$1.39K - $1.82K
|
23.5K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
29.8K+ 257.93% |
$412K - $543K
|
41.3K
$763K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-979- 0.14% |
$13.6K - $17.9K
|
685K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
182K+ 43.2% |
$2.53M - $3.33M
|
604K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3KNew |
$142K - $187K
|
10.3K
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
158K+ 12.33% |
$2.19M - $2.88M
|
1.44M
$26.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.33K- 1.65% |
$32.3K - $42.6K
|
139K
$2.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.81K+ 13.62% |
$52.8K - $69.5K
|
31.8K
$588K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
72.9K+ 199.53% |
$1.01M - $1.33M
|
109K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.23K- 5.82% |
$72.4K - $95.3K
|
84.5K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
736+ 13.38% |
$10.2K - $13.4K
|
6.24K
$115K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-150- 0.11% |
$2.08K - $2.74K
|
135K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.77K+ 4.77% |
$122K - $160K
|
192K
$3.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.6K+ 15.07% |
$202K - $266K
|
111K
$2.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-210- 1.39% |
$2.91K - $3.83K
|
14.9K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.72K+ 0.17% |
$23.8K - $31.4K
|
994K
$18.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
377+ 1.73% |
$5.23K - $6.88K
|
22.2K
$410K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-436- 50.0% |
$6.04K - $7.95K
|
436
$8.06K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
33.3K+ 9.2% |
$461K - $607K
|
395K
$7.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.43KNew |
$33.7K - $44.3K
|
2.43K
$44.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.36K- 31.75% |
$46.5K - $61.2K
|
7.22K
$133K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-2- -0.0% |
$27.7 - $36.5
|
131K
$2.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
816+ 466.29% |
$11.3K - $14.9K
|
991
$18.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10.2K+ 9.33% |
$142K - $186K
|
120K
$2.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.45% |
$1.39K - $1.82K
|
22.1K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
41+ 0.08% |
$568 - $748
|
52.3K
$967K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.7K- 46.13% |
$189K - $249K
|
16K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
30.8KNew |
$427K - $562K
|
30.8K
$570K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.21K- 2.22% |
$30.6K - $40.3K
|
97.3K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.4KNew |
$47.1K - $62K
|
3.4K
$62.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-2.49K- 8.91% |
$34.5K - $45.3K
|
25.4K
$470K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.2K- 13.15% |
$322K - $424K
|
154K
$2.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.3K+ 31.76% |
$281K - $370K
|
84.1K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
455+ 0.71% |
$6.31K - $8.3K
|
64.8K
$1.2M
|