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 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 29.24% |
$14.9K - $16.2K
|
2.56K
$46.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.55K- 82.23% |
$120K - $131K
|
1.85K
$33.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
5.33K+ 34.35% |
$74.8K - $81.4K
|
20.8K
$375K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
528New |
$7.42K - $8.07K
|
528
$9.51K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.1KNew |
$15.5K - $16.9K
|
1.1K
$19.9K
|
|
| Q2 2023 | |||||||
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
186+ 0.88% |
$2.47K - $2.74K
|
21.3K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.46K+ 603.0% |
$126K - $139K
|
11K
$199K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55New |
$731 - $811
|
55
$991
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-600- 4.19% |
$7.97K - $8.85K
|
13.7K
$247K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 2.08% |
$173 - $192
|
639
$11.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
10K+ 99.26% |
$133K - $148K
|
20.1K
$362K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-182- 0.76% |
$2.42K - $2.68K
|
23.6K
$426K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-499- 4.71% |
$6.63K - $7.36K
|
10.1K
$182K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 59.37% |
$31.1K - $34.5K
|
1.6K
$28.8K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.7KNew |
$154K - $175K
|
11.7K
$211K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$386K - $439K
|
29.5K
$530K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.39K- 29.92% |
$18.3K - $20.8K
|
3.26K
$58.7K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.72% |
$197 - $224
|
2.09K
$37.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.25KNew |
$82K - $93.2K
|
6.25K
$113K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$266K - $302K
|
20.3K
$365K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
833New |
$10.9K - $12.4K
|
833
$15K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$33.8K - $38.4K
|
2.58K
$46.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.33KNew |
$96.1K - $109K
|
7.33K
$132K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 5.03% |
$14.5K - $16.4K
|
20.8K
$375K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
17+ 0.14% |
$223 - $253
|
12.3K
$222K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.37K+ 8.74% |
$31.1K - $35.4K
|
29.5K
$531K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-4.67K- 19.84% |
$61.3K - $69.6K
|
18.9K
$340K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.61KNew |
$99.9K - $114K
|
7.61K
$137K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.23K- 6.74% |
$16.1K - $18.3K
|
17K
$307K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-163- 95.32% |
$2.14K - $2.43K
|
8
$144
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-49- 0.45% |
$598 - $716
|
10.8K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.48KNew |
$30.3K - $36.3K
|
2.48K
$44.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.3KNew |
$150K - $180K
|
12.3K
$221K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
15+ 1.46% |
$183 - $219
|
1.04K
$18.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-350- 12.82% |
$4.27K - $5.12K
|
2.38K
$42.9K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
312New |
$3.81K - $4.56K
|
312
$5.62K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.1KNew |
$123K - $148K
|
10.1K
$182K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91KNew |
$35.5K - $42.6K
|
2.91K
$52.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.65K- 18.67% |
$20.1K - $24.1K
|
7.19K
$129K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$927 - $1.11K
|
76
$1.37K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
11.4KNew |
$139K - $167K
|
11.4K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.7K- 33.65% |
$192K - $230K
|
31K
$559K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.48K- 45.76% |
$18.1K - $21.6K
|
1.75K
$31.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.82KNew |
$22.2K - $26.7K
|
1.82K
$32.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$43.9K - $52.6K
|
3.6K
$64.8K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$125K - $160K
|
10.1K
$181K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3KNew |
$37.2K - $47.8K
|
3K
$54K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.7K+ 2.74% |
$21.1K - $27.1K
|
63.6K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-893- 7.19% |
$11.1K - $14.2K
|
11.5K
$208K
|
|