Latest Institutional Purchases of Calamos Strategic Total Return Fund (CSQ)
This list provides information on the latest institutional transactions involving Calamos Strategic Total Return Fund (CSQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
773K+ 53.74% |
$13.9M - $15.1M
|
2.21M
$41.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
415K+ 2564.47% |
$7.48M - $8.12M
|
431K
$8.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
138KNew |
$2.48M - $2.7M
|
138K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
102K+ 25.9% |
$1.84M - $2M
|
497K
$9.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
97.3K+ 175.92% |
$1.75M - $1.9M
|
153K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
94.5K+ 2.25% |
$1.7M - $1.85M
|
4.3M
$79.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
92.1KNew |
$1.66M - $1.8M
|
92.1K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.1K+ 11.1% |
$1.37M - $1.49M
|
761K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
64.4KNew |
$1.16M - $1.26M
|
64.4K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.2K+ 1.02% |
$869K - $943K
|
4.78M
$88.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.9K+ 3.51% |
$683K - $741K
|
1.12M
$20.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
32.3KNew |
$582K - $632K
|
32.3K
$600K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
26.2KNew |
$473K - $513K
|
26.2K
$487K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6K+ 99.52% |
$406K - $441K
|
45.2K
$840K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1K+ 123.32% |
$380K - $412K
|
38.2K
$709K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.9K+ 11.05% |
$377K - $409K
|
210K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
20.2K+ 5.42% |
$364K - $395K
|
393K
$7.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.5K+ 3.22% |
$350K - $380K
|
624K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.6KNew |
$335K - $364K
|
18.6K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
18.4KNew |
$332K - $360K
|
18.4K
$342K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.3KNew |
$311K - $338K
|
17.3K
$321K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.5KNew |
$280K - $304K
|
15.5K
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
15.5K+ 5.81% |
$279K - $302K
|
281K
$5.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.6KNew |
$263K - $285K
|
14.6K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
14.5KNew |
$261K - $284K
|
14.5K
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
13.8KNew |
$248K - $269K
|
13.8K
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 1.32% |
$236K - $256K
|
1.01M
$18.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6K+ 2.46% |
$227K - $247K
|
525K
$9.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12KNew |
$216K - $234K
|
12K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
11.7K+ 21.63% |
$210K - $228K
|
65.6K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 4.22% |
$203K - $221K
|
279K
$5.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11KNew |
$198K - $215K
|
11K
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.4KNew |
$188K - $204K
|
10.4K
$193K
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
9.67K+ 1.24% |
$174K - $189K
|
792K
$14.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.18K+ 11.31% |
$165K - $180K
|
90.4K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.68K+ 15.18% |
$156K - $170K
|
65.9K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
7.43K+ 6.67% |
$134K - $145K
|
119K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.44K+ 1.94% |
$98.1K - $106K
|
286K
$5.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.74K+ 21.42% |
$85.5K - $92.8K
|
26.9K
$499K
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.73K+ 3.95% |
$85.1K - $92.4K
|
124K
$2.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.5KNew |
$81K - $87.9K
|
4.5K
$83.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.34K+ 6.0% |
$78.2K - $84.9K
|
76.7K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 5.63% |
$60.9K - $66.1K
|
63.3K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.48K+ 8.98% |
$44.7K - $48.5K
|
30.1K
$559K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.3K+ 14.58% |
$41.4K - $45K
|
18.1K
$336K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3K+ 3.55% |
$41.4K - $45K
|
67.1K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.17K+ 5.77% |
$39.1K - $42.5K
|
39.8K
$739K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.93K+ 8.51% |
$34.8K - $37.8K
|
24.6K
$458K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.63K+ 6.59% |
$29.4K - $31.9K
|
26.4K
$489K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.54K+ 12.82% |
$27.7K - $30.1K
|
13.5K
$251K
|
|