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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.54K+ 1.57% |
$24.5K - $28.4K
|
99.5K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.52K+ 13.19% |
$24.3K - $28.2K
|
13.1K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.17K+ 3.86% |
$18.7K - $21.7K
|
31.5K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 6.04% |
$17.1K - $19.8K
|
18.8K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
872+ 0.24% |
$13.9K - $16.1K
|
361K
$6.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
744+ 5.42% |
$11.9K - $13.8K
|
14.5K
$264K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
707New |
$11.3K - $13.1K
|
707
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
686+ 3.02% |
$11K - $12.7K
|
23.4K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 0.9% |
$8.11K - $9.4K
|
57.2K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
500+ 0.51% |
$7.99K - $9.25K
|
97.7K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
475+ 1.99% |
$7.59K - $8.79K
|
24.4K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
466+ 4.51% |
$7.44K - $8.62K
|
10.8K
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
398+ 0.62% |
$6.36K - $7.36K
|
64.1K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
393+ 3.53% |
$6.28K - $7.27K
|
11.5K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
352+ 6.87% |
$5.62K - $6.51K
|
5.48K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
325New |
$5.19K - $6.01K
|
325
$5.93K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
322+ 1.19% |
$5.14K - $5.96K
|
27.3K
$498K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
311+ 3.35% |
$4.97K - $5.75K
|
9.59K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
290+ 1.22% |
$4.63K - $5.37K
|
24K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
194+ 1.78% |
$3.1K - $3.59K
|
11.1K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
189+ 0.97% |
$3.02K - $3.5K
|
19.6K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
184New |
$2.94K - $3.4K
|
184
$3.36K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
153+ 1.28% |
$2.44K - $2.83K
|
12.1K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
107+ 0.37% |
$1.71K - $1.98K
|
29.2K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 1.83% |
$703 - $814
|
2.45K
$44.8K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
38+ 0.07% |
$607 - $703
|
52.3K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
36+ 0.07% |
$575 - $666
|
52.6K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.1% |
$399 - $463
|
24.2K
$442K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
25+ 0.12% |
$399 - $463
|
20.1K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$319 - $370
|
18.6K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17New |
$271 - $315
|
17
$310
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.0% |
$256 - $296
|
754K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.1% |
$192 - $222
|
12.6K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.8% |
$47.9 - $55.5
|
170
$3.1K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
51.4KNew |
$881K - $948K
|
51.4K
$938K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.4K+ 8.87% |
$452K - $486K
|
324K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23.3KNew |
$400K - $430K
|
23.3K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.8KNew |
$322K - $346K
|
18.8K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
17.9KNew |
$307K - $330K
|
17.9K
$327K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$214K - $230K
|
12.5K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12KNew |
$205K - $221K
|
12K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.26KNew |
$142K - $152K
|
8.26K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.74K+ 3.67% |
$116K - $124K
|
190K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$33.4K - $35.9K
|
1.95K
$35.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.5KNew |
$25.7K - $27.7K
|
1.5K
$27.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1K+ 4.65% |
$17.1K - $18.4K
|
22.5K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
680+ 42.5% |
$11.7K - $12.5K
|
2.28K
$41.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
487New |
$8.35K - $8.98K
|
487
$8.89K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
394+ 2.34% |
$6.75K - $7.27K
|
17.3K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
223New |
$3.82K - $4.11K
|
223
$4.07K
|
|