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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 2.06% |
$6.93K - $9.12K
|
24.7K
$457K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.76K+ 24.02% |
$79.9K - $105K
|
29.8K
$550K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2KNew |
$16.6K - $21.9K
|
1.2K
$22.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-394- 2.28% |
$5.46K - $7.19K
|
16.9K
$312K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
110+ 0.91% |
$1.52K - $2.01K
|
12.2K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
301+ 1.14% |
$4.17K - $5.49K
|
26.7K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.6K+ 23.43% |
$36K - $47.4K
|
13.7K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
96.4K+ 23.16% |
$1.34M - $1.76M
|
513K
$9.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.17K- 5.54% |
$44K - $57.9K
|
54.1K
$1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.7K- 70.22% |
$398K - $524K
|
12.2K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.63K+ 246.89% |
$78K - $103K
|
7.91K
$146K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.18K- 0.77% |
$44K - $57.9K
|
410K
$7.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-959- 7.51% |
$13.3K - $17.5K
|
11.8K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.76K+ 11.4% |
$38.2K - $50.3K
|
27K
$498K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-8.58K- 3.99% |
$119K - $157K
|
207K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
275+ 2.55% |
$3.81K - $5.02K
|
11.1K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
61+ 0.42% |
$845 - $1.11K
|
14.7K
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-414- 2.43% |
$5.74K - $7.55K
|
16.6K
$307K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.29KNew |
$73.3K - $96.5K
|
5.29K
$97.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.76% |
$41.6 - $54.7
|
173
$3.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.43K- 13.89% |
$33.7K - $44.3K
|
15.1K
$279K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.1KNew |
$15.2K - $20.1K
|
1.1K
$20.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.18K+ 3.17% |
$113K - $149K
|
266K
$4.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-850- 3.41% |
$11.8K - $15.5K
|
24.1K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.61K+ 17.51% |
$77.7K - $102K
|
37.6K
$696K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-418- 0.22% |
$5.79K - $7.62K
|
189K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.44K- 7.18% |
$20K - $26.3K
|
18.6K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-4.4K- 19.32% |
$61K - $80.3K
|
18.4K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-190- 0.32% |
$2.63K - $3.47K
|
60K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
805New |
$11.2K - $14.7K
|
805
$14.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2.4K- 16.67% |
$33.3K - $43.8K
|
12K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-126- 0.38% |
$1.75K - $2.3K
|
32.9K
$609K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 78.38% |
$23.6K - $31K
|
3.87K
$71.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.88K+ 9.0% |
$26K - $34.2K
|
22.7K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
374+ 2.23% |
$5.18K - $6.82K
|
17.1K
$317K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.72K+ 6.77% |
$23.8K - $31.4K
|
27.1K
$501K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.13KNew |
$29.5K - $38.8K
|
2.13K
$39.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 0.6% |
$1.25K - $1.64K
|
15.1K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.46K+ 199.14% |
$47.9K - $63.1K
|
5.2K
$96.1K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-931- 3.83% |
$14.9K - $17.2K
|
23.4K
$432K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
40.1KNew |
$641K - $742K
|
40.1K
$742K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-510- 31.48% |
$8.14K - $9.44K
|
1.11K
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
325New |
$5.19K - $6.01K
|
325
$6.01K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.89KNew |
$94.1K - $109K
|
5.89K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.3K- 63.41% |
$20.8K - $24.1K
|
750
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
107+ 0.37% |
$1.71K - $1.98K
|
29.2K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
352+ 6.87% |
$5.62K - $6.51K
|
5.48K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
184New |
$2.94K - $3.4K
|
184
$3.4K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.66K+ 15.85% |
$74.5K - $86.2K
|
34.1K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.97KNew |
$159K - $184K
|
9.97K
$184K
|
|