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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.42K+ 1.34% |
$54.6K - $63.2K
|
258K
$4.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 42.84% |
$306K - $354K
|
63.8K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.7K- 31.51% |
$442K - $512K
|
60.2K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
23.2K+ 37.42% |
$370K - $429K
|
85.2K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.1% |
$399 - $463
|
24.2K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-10.9K- 4.81% |
$174K - $201K
|
215K
$3.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.54K+ 1.57% |
$24.5K - $28.4K
|
99.5K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.37K- 9.43% |
$37.9K - $43.9K
|
22.8K
$397K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-696- 2.43% |
$11.1K - $12.9K
|
27.9K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6- 50.0% |
$95.8 - $111
|
6
$105
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
466+ 4.51% |
$7.44K - $8.62K
|
10.8K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.33K+ 19.28% |
$53.1K - $61.5K
|
20.6K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.3K+ 89.19% |
$484K - $561K
|
64.3K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.17K- 1.06% |
$18.7K - $21.6K
|
110K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.74K- 17.59% |
$59.7K - $69.1K
|
17.5K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-77- 0.04% |
$1.23K - $1.42K
|
177K
$3.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-776- 2.37% |
$12.4K - $14.4K
|
32K
$558K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23.3K- 93.96% |
$372K - $431K
|
1.5K
$26.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.65K- 13.48% |
$42.3K - $49K
|
17K
$297K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
25+ 0.12% |
$399 - $463
|
20.1K
$350K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.13K- 1.24% |
$18K - $20.8K
|
89.7K
$1.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-415- 1.55% |
$6.63K - $7.68K
|
26.4K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
393+ 3.53% |
$6.28K - $7.27K
|
11.5K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 8.35% |
$233K - $270K
|
190K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.05% |
$128 - $148
|
16.7K
$292K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
876+ 3.57% |
$14K - $16.2K
|
25.4K
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
28.4K+ 2.95% |
$454K - $526K
|
993K
$17.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-350- 1.15% |
$5.59K - $6.48K
|
30.2K
$526K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.8% |
$47.9 - $55.5
|
170
$2.96K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 606.51% |
$29.7K - $34.4K
|
2.17K
$37.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7K+ 93.4% |
$187K - $216K
|
24.2K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
398+ 0.62% |
$6.36K - $7.36K
|
64.1K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.1K- 3.22% |
$17.6K - $20.4K
|
33K
$576K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15K+ 99920.0% |
$239K - $277K
|
15K
$262K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.46% |
$128 - $148
|
1.74K
$30.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
18.5KNew |
$295K - $341K
|
18.5K
$322K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.4K+ 8.87% |
$452K - $486K
|
324K
$5.64M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$214K - $230K
|
12.5K
$217K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-110- 0.53% |
$1.89K - $2.03K
|
20.8K
$363K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.2K- 3.0% |
$20.6K - $22.1K
|
38.8K
$676K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.16K- 8.58% |
$157K - $169K
|
97.5K
$1.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 75.0% |
$25.7K - $27.7K
|
500
$8.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12KNew |
$205K - $221K
|
12K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23.3KNew |
$400K - $430K
|
23.3K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
115New |
$1.97K - $2.12K
|
115
$2K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.49K- 22.85% |
$94K - $101K
|
18.5K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.26KNew |
$142K - $152K
|
8.26K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.69K- 21.88% |
$63.2K - $68K
|
13.2K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-250- 2.29% |
$4.29K - $4.61K
|
10.7K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-650- 4.84% |
$11.1K - $12K
|
12.8K
$223K
|
|