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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.66K+ 14.12% |
$20.8K - $25.1K
|
13.4K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
643New |
$8.06K - $9.75K
|
643
$12.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
23.2KNew |
$291K - $352K
|
23.2K
$448K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.1KNew |
$227K - $275K
|
18.1K
$349K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-791- 4.74% |
$9.92K - $12K
|
15.9K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.5KNew |
$18.8K - $22.8K
|
1.5K
$28.9K
|
|
| Q3 2023 | |||||||
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.62KClosed |
$50.9K - $55.3K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.56KNew |
$21.9K - $23.8K
|
1.56K
$30K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-687- 6.06% |
$9.65K - $10.5K
|
10.7K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.8KNew |
$348K - $378K
|
24.8K
$477K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4K+ 1.5% |
$56.2K - $61.1K
|
271K
$5.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38.9KNew |
$547K - $594K
|
38.9K
$750K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 29.24% |
$14.9K - $16.2K
|
2.56K
$49.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.55K- 82.23% |
$120K - $131K
|
1.85K
$35.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
5.33K+ 34.35% |
$74.8K - $81.4K
|
20.8K
$402K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
528New |
$7.42K - $8.07K
|
528
$10.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.1KNew |
$15.5K - $16.9K
|
1.1K
$21.3K
|
|
| Q2 2023 | |||||||
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
186+ 0.88% |
$2.47K - $2.74K
|
21.3K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-600- 4.19% |
$7.97K - $8.85K
|
13.7K
$264K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55New |
$731 - $811
|
55
$1.06K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 2.08% |
$173 - $192
|
639
$12.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
10K+ 99.26% |
$133K - $148K
|
20.1K
$387K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 59.37% |
$31.1K - $34.5K
|
1.6K
$30.8K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.7KNew |
$154K - $175K
|
11.7K
$226K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$386K - $439K
|
29.5K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.72% |
$197 - $224
|
2.09K
$40.2K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.39K- 29.92% |
$18.3K - $20.8K
|
3.26K
$62.9K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.25KNew |
$82K - $93.2K
|
6.25K
$120K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$266K - $302K
|
20.3K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
833New |
$10.9K - $12.4K
|
833
$16.1K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$33.8K - $38.4K
|
2.58K
$49.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.33KNew |
$96.1K - $109K
|
7.33K
$141K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 5.03% |
$14.5K - $16.4K
|
20.8K
$401K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
17+ 0.14% |
$223 - $253
|
12.3K
$238K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.37K+ 8.74% |
$31.1K - $35.4K
|
29.5K
$569K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-4.67K- 19.84% |
$61.3K - $69.6K
|
18.9K
$364K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.61KNew |
$99.9K - $114K
|
7.61K
$147K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.23K- 6.74% |
$16.1K - $18.3K
|
17K
$328K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-163- 95.32% |
$2.14K - $2.43K
|
8
$154
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-49- 0.45% |
$598 - $716
|
10.8K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.3KNew |
$150K - $180K
|
12.3K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.48KNew |
$30.3K - $36.3K
|
2.48K
$47.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
15+ 1.46% |
$183 - $219
|
1.04K
$20.1K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
312New |
$3.81K - $4.56K
|
312
$6.02K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-350- 12.82% |
$4.27K - $5.12K
|
2.38K
$45.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.1KNew |
$123K - $148K
|
10.1K
$195K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91KNew |
$35.5K - $42.6K
|
2.91K
$56.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$927 - $1.11K
|
76
$1.47K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
11.4KNew |
$139K - $167K
|
11.4K
$220K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.7K- 33.65% |
$192K - $230K
|
31K
$599K
|
|