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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
175K+ 9.81% |
$2.79M - $3.23M
|
1.95M
$33.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 16.33% |
$2.38M - $2.75M
|
1.06M
$18.2M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
132K+ 11.5% |
$2.11M - $2.44M
|
1.28M
$22M
|
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
122KNew |
$1.95M - $2.26M
|
122K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109K+ 659.29% |
$1.75M - $2.02M
|
126K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.9K+ 2.41% |
$1.21M - $1.4M
|
3.22M
$55.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.2K+ 15.36% |
$898K - $1.04M
|
422K
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48K+ 1.01% |
$766K - $888K
|
4.79M
$82.3M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
36.5KNew |
$584K - $676K
|
36.5K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35.2K+ 9.0% |
$562K - $651K
|
426K
$7.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.3K+ 89.19% |
$484K - $561K
|
64.3K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
28.4K+ 2.95% |
$454K - $526K
|
993K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.9KNew |
$381K - $442K
|
23.9K
$411K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
23.2K+ 37.42% |
$370K - $429K
|
85.2K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.6K+ 29.53% |
$362K - $419K
|
99.3K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 42.84% |
$306K - $354K
|
63.8K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
19KNew |
$304K - $352K
|
19K
$327K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
18.5KNew |
$295K - $341K
|
18.5K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17KNew |
$272K - $315K
|
17K
$293K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
15K+ 99920.0% |
$239K - $277K
|
15K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 8.35% |
$233K - $270K
|
190K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.6K+ 5.9% |
$233K - $270K
|
262K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.2KNew |
$227K - $263K
|
14.2K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$210K - $243K
|
13.1K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7K+ 93.4% |
$187K - $216K
|
24.2K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.5K+ 8.35% |
$184K - $213K
|
149K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 1.6% |
$173K - $200K
|
686K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.2KNew |
$162K - $188K
|
10.2K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.97KNew |
$159K - $184K
|
9.97K
$171K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
9.48K+ 10.87% |
$151K - $175K
|
96.7K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.02K+ 1.81% |
$144K - $167K
|
507K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5.89KNew |
$94.1K - $109K
|
5.89K
$101K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.06K+ 8.63% |
$80.8K - $93.6K
|
63.7K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.87K+ 3.58% |
$77.7K - $90K
|
141K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.66K+ 15.85% |
$74.5K - $86.2K
|
34.1K
$586K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.36K+ 18.44% |
$69.6K - $80.6K
|
28K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 3.64% |
$58.4K - $67.6K
|
104K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.53KNew |
$56.3K - $65.2K
|
3.53K
$60.7K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.47K+ 40.03% |
$55.3K - $64.1K
|
12.1K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.42K+ 1.34% |
$54.6K - $63.2K
|
258K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.33K+ 19.28% |
$53.1K - $61.5K
|
20.6K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
3.06KNew |
$48.9K - $56.6K
|
3.06K
$52.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.69K+ 4.09% |
$42.9K - $49.7K
|
68.3K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 1.19% |
$34.4K - $39.8K
|
184K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.97K+ 5.68% |
$31.5K - $36.5K
|
36.7K
$631K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 606.51% |
$29.7K - $34.4K
|
2.17K
$37.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.54K+ 1.57% |
$24.5K - $28.4K
|
99.5K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.52K+ 13.19% |
$24.3K - $28.2K
|
13.1K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.17K+ 3.86% |
$18.7K - $21.7K
|
31.5K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 6.04% |
$17.1K - $19.8K
|
18.8K
$323K
|