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 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
297K+ 7.58% |
$4.67M - $5.21M
|
4.22M
$75.3M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
243K+ 1346.89% |
$3.82M - $4.26M
|
261K
$4.67M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
194K+ 135.23% |
$3.04M - $3.39M
|
337K
$6.01M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
184KNew |
$2.88M - $3.22M
|
184K
$3.28M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.6K+ 10.67% |
$1.39M - $1.55M
|
919K
$16.4M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
70.6K+ 1.73% |
$1.11M - $1.24M
|
4.15M
$74.2M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.4K+ 1.85% |
$854K - $952K
|
2.99M
$53.5M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
43.1K+ 33.88% |
$677K - $755K
|
170K
$3.04M
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
40.5K+ 5.78% |
$636K - $709K
|
741K
$13.2M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
38.9KNew |
$611K - $682K
|
38.9K
$695K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.7K+ 9.1% |
$562K - $626K
|
429K
$7.65M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32K+ 8.24% |
$503K - $561K
|
421K
$7.52M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.9K+ 0.63% |
$469K - $523K
|
4.8M
$85.8M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.3KNew |
$460K - $513K
|
29.3K
$523K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
27.1K+ 104.08% |
$425K - $474K
|
53.1K
$947K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.2K+ 27.27% |
$412K - $459K
|
122K
$2.19M
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.2KNew |
$412K - $459K
|
26.2K
$468K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.8K+ 58.68% |
$390K - $434K
|
67.1K
$1.2M
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
24.7K+ 2.53% |
$388K - $432K
|
1M
$17.9M
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$338K - $376K
|
21.5K
$384K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
21K+ 8.93% |
$330K - $368K
|
256K
$4.58M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.3KNew |
$319K - $355K
|
20.3K
$362K
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17.7KNew |
$278K - $309K
|
17.7K
$315K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 1.98% |
$270K - $301K
|
888K
$15.9M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.3KNew |
$256K - $285K
|
16.3K
$291K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12.6KNew |
$198K - $221K
|
12.6K
$225K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 57.6% |
$190K - $212K
|
33.1K
$591K
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
12K+ 1.28% |
$188K - $210K
|
946K
$16.9M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.1K+ 100.0% |
$175K - $195K
|
22.3K
$398K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10KNew |
$157K - $175K
|
10K
$179K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.86K+ 1.82% |
$155K - $173K
|
552K
$9.86M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.68K+ 18.25% |
$136K - $152K
|
56.3K
$1M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.17K+ 317.22% |
$113K - $125K
|
9.43K
$168K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.7KNew |
$105K - $117K
|
6.7K
$120K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.6K+ 233.33% |
$88K - $98.1K
|
8K
$143K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.25K+ 9.03% |
$82.5K - $92K
|
63.4K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.72K+ 55.91% |
$74.2K - $82.7K
|
13.2K
$235K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.33K+ 18.42% |
$68K - $75.8K
|
27.8K
$497K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.67K+ 1.02% |
$57.7K - $64.3K
|
362K
$6.47M
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.25K+ 3.14% |
$51.1K - $56.9K
|
107K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.03K+ 0.17% |
$47.6K - $53.1K
|
1.77M
$31.7M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.39K+ 11.14% |
$37.6K - $41.9K
|
23.9K
$426K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.37KNew |
$37.2K - $41.5K
|
2.37K
$42.3K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.34K+ 11.04% |
$36.8K - $41K
|
23.6K
$421K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 5.54% |
$31.7K - $35.4K
|
38.5K
$687K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.99K+ 2.32% |
$31.2K - $34.8K
|
87.8K
$1.57M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 2.0% |
$28.3K - $31.6K
|
91.8K
$1.64M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.35K+ 7.88% |
$21.3K - $23.7K
|
18.5K
$331K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.32K+ 2.59% |
$20.8K - $23.1K
|
52.4K
$936K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 1.31% |
$20.2K - $22.5K
|
99.1K
$1.77M
|