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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
92.1KNew |
$1.66M - $1.8M
|
92.1K
$1.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-487- 2.15% |
$8.78K - $9.53K
|
22.1K
$411K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
28+ 0.25% |
$505 - $548
|
11.1K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.3KNew |
$311K - $338K
|
17.3K
$321K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.04K- 1.07% |
$18.8K - $20.4K
|
96.2K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.9K+ 11.05% |
$377K - $409K
|
210K
$3.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.03KNew |
$18.5K - $20.1K
|
1.03K
$19.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.29K- 8.55% |
$23.2K - $25.2K
|
13.8K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
1.42K+ 5.24% |
$25.6K - $27.8K
|
28.5K
$530K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
13.8KNew |
$248K - $269K
|
13.8K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
56+ 0.36% |
$1.01K - $1.1K
|
15.8K
$293K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-1.8K- 81.41% |
$32.4K - $35.1K
|
410
$7.61K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.5KNew |
$81K - $87.9K
|
4.5K
$83.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
102K+ 25.9% |
$1.84M - $2M
|
497K
$9.23M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.63K+ 6.59% |
$29.4K - $31.9K
|
26.4K
$489K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.49K- 1.81% |
$62.9K - $68.3K
|
189K
$3.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-351- 1.91% |
$6.33K - $6.87K
|
18K
$335K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.73% |
$54.1 - $58.7
|
176
$3.27K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
12+ 1.09% |
$216 - $235
|
1.11K
$20.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 0.96% |
$1.19K - $1.29K
|
6.94K
$129K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.25K- 13.5% |
$58.6K - $63.6K
|
20.8K
$387K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.4KNew |
$188K - $204K
|
10.4K
$193K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.01K- 6.05% |
$18.1K - $19.7K
|
15.6K
$290K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3KNew |
$23.4K - $25.4K
|
1.3K
$24.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-240- 0.9% |
$4.32K - $4.69K
|
26.5K
$491K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.21K- 0.54% |
$39.8K - $43.2K
|
408K
$7.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.65K- 1.28% |
$47.8K - $51.9K
|
204K
$3.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
7.43K+ 6.67% |
$134K - $145K
|
119K
$2.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-151- 1.48% |
$2.72K - $2.95K
|
10K
$186K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
138KNew |
$2.48M - $2.7M
|
138K
$2.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-8- 0.02% |
$144 - $156
|
32.9K
$611K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.79K- 9.39% |
$50.3K - $54.7K
|
27K
$501K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 5.63% |
$60.9K - $66.1K
|
63.3K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-29- 0.17% |
$523 - $567
|
17.1K
$317K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.12KNew |
$20.1K - $21.9K
|
1.12K
$20.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.61% |
$234 - $254
|
818
$15.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
26.2KNew |
$473K - $513K
|
26.2K
$487K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-261- 4.43% |
$4.7K - $5.11K
|
5.63K
$105K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.2K+ 2.36% |
$640K - $842K
|
2M
$37.1M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
412+ 2.2% |
$5.71K - $7.51K
|
19.1K
$355K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11.7KNew |
$163K - $214K
|
11.7K
$218K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.2K- 62.48% |
$253K - $333K
|
11K
$203K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.33K- 37.62% |
$18.4K - $24.2K
|
2.2K
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-468- 2.49% |
$6.49K - $8.54K
|
18.3K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 8.35% |
$14.6K - $19.2K
|
11.6K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
99+ 0.29% |
$1.37K - $1.81K
|
34.4K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9- 0.36% |
$125 - $164
|
2.5K
$46.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 2.99% |
$2.77K - $3.65K
|
6.5K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.4K- 39.25% |
$171K - $226K
|
19.1K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 1100.0% |
$305 - $401
|
24
$446
|
|