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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
643New |
$8.06K - $9.75K
|
643
$11.7K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38.9KNew |
$547K - $594K
|
38.9K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.8KNew |
$348K - $378K
|
24.8K
$452K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
5.33K+ 34.35% |
$74.8K - $81.4K
|
20.8K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4K+ 1.5% |
$56.2K - $61.1K
|
271K
$4.94M
|
|
|
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
$9.64K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
10K+ 99.26% |
$133K - $148K
|
20.1K
$366K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
186+ 0.88% |
$2.47K - $2.74K
|
21.3K
$390K
|
|
|
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
$11.7K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$386K - $439K
|
29.5K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$266K - $302K
|
20.3K
$370K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.7KNew |
$154K - $175K
|
11.7K
$214K
|
|
|
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
$134K
|
|
|
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
$47K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.37K+ 8.74% |
$31.1K - $35.4K
|
29.5K
$538K
|
|
|
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
$225K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.72% |
$197 - $224
|
2.09K
$38.1K
|
|
| 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
$185K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$43.9K - $52.6K
|
3.6K
$65.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91KNew |
$35.5K - $42.6K
|
2.91K
$53.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.48KNew |
$30.3K - $36.3K
|
2.48K
$45.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.82KNew |
$22.2K - $26.7K
|
1.82K
$33.3K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
312New |
$3.81K - $4.56K
|
312
$5.69K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$927 - $1.11K
|
76
$1.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
15+ 1.46% |
$183 - $219
|
1.04K
$19.1K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11KNew |
$136K - $175K
|
11K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$133K - $171K
|
10.8K
$196K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$125K - $160K
|
10.1K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.75KNew |
$34K - $43.8K
|
2.75K
$50.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.7K+ 2.74% |
$21.1K - $27.1K
|
63.6K
$1.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$18.6K - $23.9K
|
1.5K
$27.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
237New |
$2.94K - $3.78K
|
237
$4.33K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
196New |
$2.43K - $3.12K
|
196
$3.58K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
13.4KNew |
$169K - $236K
|
13.4K
$244K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.79KNew |
$72.9K - $102K
|
5.79K
$106K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5KNew |
$63K - $88.1K
|
5K
$91.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.27KNew |
$41.2K - $57.6K
|
3.27K
$59.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.11K+ 10.69% |
$13.9K - $19.5K
|
11.4K
$209K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
214+ 2.14% |
$2.7K - $3.77K
|
10.2K
$187K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$101 - $141
|
8
$146
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
500+ 1.11% |
$7.72K - $9.62K
|
45.5K
$831K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
309New |
$4.77K - $5.95K
|
309
$5.64K
|
|