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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
243K+ 1346.89% |
$3.82M - $4.26M
|
261K
$4.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-800- 5.6% |
$12.6K - $14K
|
13.5K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.1K- 58.71% |
$253K - $283K
|
11.3K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.6K- 3.27% |
$621K - $693K
|
1.17M
$21.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.25K- 2.24% |
$66.7K - $74.4K
|
185K
$3.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.6K+ 10.67% |
$1.39M - $1.55M
|
919K
$16.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.7K+ 9.1% |
$562K - $626K
|
429K
$7.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
299+ 1.66% |
$4.7K - $5.24K
|
18.3K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.1K+ 100.0% |
$175K - $195K
|
22.3K
$401K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-256- 0.75% |
$4.02K - $4.48K
|
33.9K
$611K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-202- 2.02% |
$3.17K - $3.54K
|
9.8K
$177K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-157- 1.01% |
$2.47K - $2.75K
|
15.3K
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 0.43% |
$1.57K - $1.75K
|
23.3K
$420K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
51+ 0.32% |
$801 - $893
|
16.2K
$291K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.18K- 17.4% |
$65.6K - $73.2K
|
19.8K
$357K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.86% |
$47.1 - $52.5
|
164
$2.95K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$17.3K - $19.3K
|
1.1K
$19.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.35K+ 7.88% |
$21.3K - $23.7K
|
18.5K
$334K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.33K+ 18.42% |
$68K - $75.8K
|
27.8K
$501K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-200- 0.84% |
$3.14K - $3.5K
|
23.7K
$426K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-678- 3.63% |
$10.7K - $11.9K
|
18K
$324K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
60+ 0.23% |
$943 - $1.05K
|
26K
$469K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
350New |
$5.35K - $5.92K
|
350
$6.3K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-132- 0.09% |
$2.02K - $2.23K
|
140K
$2.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
625New |
$9.56K - $10.6K
|
625
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30.9KNew |
$472K - $523K
|
30.9K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16.9KNew |
$258K - $285K
|
16.9K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
251New |
$3.84K - $4.25K
|
251
$4.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 42.86% |
$22.9K - $25.4K
|
2K
$36K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.67K- 20.56% |
$117K - $130K
|
29.6K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 7.51% |
$32.2K - $35.7K
|
30.2K
$544K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-397- 6.71% |
$6.07K - $6.72K
|
5.52K
$99.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-128- 12.8% |
$1.96K - $2.17K
|
872
$15.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 8.76% |
$7.65K - $8.46K
|
5.21K
$93.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 7.21% |
$25.6K - $28.4K
|
21.6K
$389K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2New |
$30.6 - $33.8
|
2
$36
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-113- 0.83% |
$1.73K - $1.91K
|
13.4K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.91K+ 86.61% |
$75.1K - $83.1K
|
10.6K
$190K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.4KNew |
$159K - $176K
|
10.4K
$188K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.63KNew |
$86K - $95.2K
|
5.63K
$101K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.06K- 7.26% |
$123K - $136K
|
103K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
325New |
$4.97K - $5.5K
|
325
$5.85K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.85KNew |
$105K - $116K
|
6.85K
$123K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.84K- 25.61% |
$58.8K - $65K
|
11.2K
$201K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5KNew |
$76.5K - $84.6K
|
5K
$90.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
33.1KNew |
$505K - $559K
|
33.1K
$595K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$153K - $169K
|
10K
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.72K- 4.89% |
$26.3K - $29.1K
|
33.5K
$603K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.98K- 74.31% |
$30.3K - $33.6K
|
686
$12.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.18K+ 43.22% |
$33.3K - $36.9K
|
7.23K
$130K
|
|