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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17New |
$271 - $315
|
17
$314
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
19KNew |
$304K - $352K
|
19K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-60.6K- 65.32% |
$967K - $1.12M
|
32.2K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.06KNew |
$48.9K - $56.6K
|
3.06K
$56.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
311+ 3.35% |
$4.97K - $5.75K
|
9.59K
$177K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.53KNew |
$56.3K - $65.2K
|
3.53K
$65.2K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
500+ 0.51% |
$7.99K - $9.25K
|
97.7K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
707New |
$11.3K - $13.1K
|
707
$13.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-170- 11.72% |
$2.71K - $3.15K
|
1.28K
$23.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-949- 5.85% |
$15.2K - $17.6K
|
15.3K
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
23.2K+ 37.42% |
$370K - $429K
|
85.2K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6- 50.0% |
$95.8 - $111
|
6
$111
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23.3K- 93.96% |
$372K - $431K
|
1.5K
$27.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-350- 1.15% |
$5.59K - $6.48K
|
30.2K
$558K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
18.5KNew |
$295K - $341K
|
18.5K
$341K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25- 0.14% |
$429 - $461
|
17.2K
$319K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-980- 0.43% |
$16.8K - $18.1K
|
229K
$4.23M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$214K - $230K
|
12.5K
$230K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.2K- 3.0% |
$20.6K - $22.1K
|
38.8K
$717K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.16K- 8.58% |
$157K - $169K
|
97.5K
$1.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 75.0% |
$25.7K - $27.7K
|
500
$9.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12KNew |
$205K - $221K
|
12K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
115New |
$1.97K - $2.12K
|
115
$2.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.49K- 22.85% |
$94K - $101K
|
18.5K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-250- 2.29% |
$4.29K - $4.61K
|
10.7K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 1.92% |
$1.71K - $1.84K
|
5.11K
$94.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-120K- 70.56% |
$2.06M - $2.22M
|
50.1K
$927K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$33.4K - $35.9K
|
1.95K
$36K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
51.4KNew |
$881K - $948K
|
51.4K
$951K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.34K- 18.68% |
$40.1K - $43.1K
|
10.2K
$188K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
17.9KNew |
$307K - $330K
|
17.9K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.74K+ 3.67% |
$116K - $124K
|
190K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.57K- 50.31% |
$44K - $47.4K
|
2.54K
$46.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205K- 94.35% |
$3.51M - $3.78M
|
12.3K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
101+ 0.27% |
$1.73K - $1.86K
|
36.9K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
487New |
$8.35K - $8.98K
|
487
$9K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1K+ 4.65% |
$17.1K - $18.4K
|
22.5K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.5KNew |
$25.7K - $27.7K
|
1.5K
$27.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
190+ 6.55% |
$3.26K - $3.5K
|
3.09K
$57.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
223New |
$3.82K - $4.11K
|
223
$4.12K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-10.5K- 40.34% |
$180K - $194K
|
15.5K
$287K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-246K- 94.24% |
$4.22M - $4.54M
|
15.1K
$279K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.27KNew |
$130K - $145K
|
8.27K
$153K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 97.0% |
$1.74M - $1.94M
|
3.43K
$63.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-88- 4.4% |
$1.38K - $1.54K
|
1.91K
$35.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
38.9KNew |
$611K - $682K
|
38.9K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-2.89K- 85.26% |
$45.4K - $50.7K
|
500
$9.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.6K+ 233.33% |
$88K - $98.1K
|
8K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
187+ 0.44% |
$2.94K - $3.27K
|
43K
$795K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.3KNew |
$319K - $355K
|
20.3K
$375K
|
|