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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9K+ 63.99% |
$151K - $198K
|
27.9K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
169+ 1.66% |
$2.34K - $3.08K
|
10.3K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-700- 3.53% |
$9.7K - $12.8K
|
19.2K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.35K+ 2.11% |
$18.7K - $24.6K
|
65.4K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
20.7KNew |
$287K - $378K
|
20.7K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3KNew |
$142K - $187K
|
10.3K
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
29.8K+ 257.93% |
$412K - $543K
|
41.3K
$767K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.23K- 5.82% |
$72.4K - $95.3K
|
84.5K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-436- 50.0% |
$6.04K - $7.95K
|
436
$8.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-150- 0.11% |
$2.08K - $2.74K
|
135K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.43KNew |
$33.7K - $44.3K
|
2.43K
$45.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
30.8KNew |
$427K - $562K
|
30.8K
$572K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.4KNew |
$47.1K - $62K
|
3.4K
$63.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.7K- 46.13% |
$189K - $249K
|
16K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2KNew |
$16.6K - $21.9K
|
1.2K
$22.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-394- 2.28% |
$5.46K - $7.19K
|
16.9K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.7K- 70.22% |
$398K - $524K
|
12.2K
$226K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.63K+ 246.89% |
$78K - $103K
|
7.91K
$147K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-959- 7.51% |
$13.3K - $17.5K
|
11.8K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
61+ 0.42% |
$845 - $1.11K
|
14.7K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.29KNew |
$73.3K - $96.5K
|
5.29K
$98.2K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.44K- 7.18% |
$20K - $26.3K
|
18.6K
$346K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 78.38% |
$23.6K - $31K
|
3.87K
$71.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.13KNew |
$29.5K - $38.8K
|
2.13K
$39.5K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-931- 3.83% |
$14.9K - $17.2K
|
23.4K
$434K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-510- 31.48% |
$8.14K - $9.44K
|
1.11K
$20.6K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
325New |
$5.19K - $6.01K
|
325
$6.04K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
184New |
$2.94K - $3.4K
|
184
$3.42K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.66K+ 15.85% |
$74.5K - $86.2K
|
34.1K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.97KNew |
$159K - $184K
|
9.97K
$185K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-60.6K- 65.32% |
$967K - $1.12M
|
32.2K
$597K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
19KNew |
$304K - $352K
|
19K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17New |
$271 - $315
|
17
$316
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
311+ 3.35% |
$4.97K - $5.75K
|
9.59K
$178K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.06KNew |
$48.9K - $56.6K
|
3.06K
$56.8K
|
|
|
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
$23.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
23.2K+ 37.42% |
$370K - $429K
|
85.2K
$1.58M
|
|
|
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
$27.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-350- 1.15% |
$5.59K - $6.48K
|
30.2K
$560K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
18.5KNew |
$295K - $341K
|
18.5K
$343K
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$214K - $230K
|
12.5K
$231K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.2K- 3.0% |
$20.6K - $22.1K
|
38.8K
$721K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.16K- 8.58% |
$157K - $169K
|
97.5K
$1.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 75.0% |
$25.7K - $27.7K
|
500
$9.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12KNew |
$205K - $221K
|
12K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
115New |
$1.97K - $2.12K
|
115
$2.14K
|
|