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 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.9KNew |
$158K - $178K
|
10.9K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.09K+ 4.94% |
$74K - $83.5K
|
108K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.02K+ 19.21% |
$29.3K - $33.1K
|
12.5K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.03KNew |
$14.9K - $16.8K
|
1.03K
$18.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$7.27K - $8.2K
|
500
$9.11K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
423New |
$6.15K - $6.93K
|
423
$7.7K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
364New |
$5.29K - $5.97K
|
364
$6.63K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
350+ 1.16% |
$5.09K - $5.74K
|
30.5K
$556K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
79New |
$1.15K - $1.29K
|
79
$1.44K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30KNew |
$376K - $455K
|
30K
$546K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
23.2KNew |
$291K - $352K
|
23.2K
$423K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.1KNew |
$227K - $275K
|
18.1K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3KNew |
$37.6K - $45.5K
|
3K
$54.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.66K+ 14.12% |
$20.8K - $25.1K
|
13.4K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.5KNew |
$18.8K - $22.8K
|
1.5K
$27.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.47K+ 9.52% |
$18.4K - $22.2K
|
16.9K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
643New |
$8.06K - $9.75K
|
643
$11.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17New |
$213 - $258
|
17
$310
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38.9KNew |
$547K - $594K
|
38.9K
$708K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.8KNew |
$348K - $378K
|
24.8K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
5.33K+ 34.35% |
$74.8K - $81.4K
|
20.8K
$379K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4K+ 1.5% |
$56.2K - $61.1K
|
271K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3K+ 3.18% |
$42.2K - $45.8K
|
97.2K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.56KNew |
$21.9K - $23.8K
|
1.56K
$28.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.1KNew |
$15.5K - $16.9K
|
1.1K
$20.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
528New |
$7.42K - $8.07K
|
528
$9.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
307New |
$4.31K - $4.69K
|
307
$5.59K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
10K+ 99.26% |
$133K - $148K
|
20.1K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.46K+ 603.0% |
$126K - $139K
|
11K
$201K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
186+ 0.88% |
$2.47K - $2.74K
|
21.3K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55New |
$731 - $811
|
55
$1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 2.08% |
$173 - $192
|
639
$11.6K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$386K - $439K
|
29.5K
$536K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$266K - $302K
|
20.3K
$369K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.7KNew |
$154K - $175K
|
11.7K
$213K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.61KNew |
$99.9K - $114K
|
7.61K
$139K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.33KNew |
$96.1K - $109K
|
7.33K
$133K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.25KNew |
$82K - $93.2K
|
6.25K
$114K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$33.8K - $38.4K
|
2.58K
$46.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.37K+ 8.74% |
$31.1K - $35.4K
|
29.5K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
833New |
$10.9K - $12.4K
|
833
$15.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
17+ 0.14% |
$223 - $253
|
12.3K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.72% |
$197 - $224
|
2.09K
$38K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.3KNew |
$150K - $180K
|
12.3K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
11.4KNew |
$139K - $167K
|
11.4K
$208K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.1KNew |
$123K - $148K
|
10.1K
$184K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$43.9K - $52.6K
|
3.6K
$65.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91KNew |
$35.5K - $42.6K
|
2.91K
$53K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.48KNew |
$30.3K - $36.3K
|
2.48K
$45.2K
|
|