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 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3KNew |
$37.2K - $47.8K
|
3K
$52.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.75KNew |
$34K - $43.8K
|
2.75K
$48.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.7K+ 2.74% |
$21.1K - $27.1K
|
63.6K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$18.6K - $23.9K
|
1.5K
$26.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
237New |
$2.94K - $3.78K
|
237
$4.18K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
196New |
$2.43K - $3.12K
|
196
$3.45K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
39.7KNew |
$500K - $699K
|
39.7K
$699K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
13.4KNew |
$169K - $236K
|
13.4K
$236K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.79KNew |
$72.9K - $102K
|
5.79K
$102K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5KNew |
$63K - $88.1K
|
5K
$88.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.27KNew |
$41.2K - $57.6K
|
3.27K
$57.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.11K+ 10.69% |
$13.9K - $19.5K
|
11.4K
$202K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
214+ 2.14% |
$2.7K - $3.77K
|
10.2K
$180K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$101 - $141
|
8
$141
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
500+ 1.11% |
$7.72K - $9.62K
|
45.5K
$802K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
309New |
$4.77K - $5.95K
|
309
$5.44K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
270New |
$4.17K - $5.19K
|
270
$4.76K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
200New |
$3.5K - $3.91K
|
200
$3.52K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6KNew |
$561K - $598K
|
31.6K
$558K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.3KNew |
$236K - $252K
|
13.3K
$235K
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.8KNew |
$191K - $204K
|
10.8K
$190K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6KNew |
$106K - $113K
|
6K
$106K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
199KNew |
$3.3M - $3.66M
|
199K
$3.51M
|
|
|
Jul 14, 2021
Q2 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.1KNew |
$166K - $185K
|
10.1K
$177K
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.13K+ 7.92% |
$35.3K - $39.1K
|
29K
$512K
|
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1KNew |
$16.6K - $18.4K
|
1K
$17.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$132 - $147
|
8
$141
|
|
| Q1 2021 | |||||||
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
22.9KNew |
$347K - $395K
|
22.9K
$403K
|
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
250New |
$3.79K - $4.31K
|
250
$4.41K
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12.5KNew |
$160K - $200K
|
12.5K
$220K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.9KNew |
$37.1K - $46.3K
|
2.9K
$51.1K
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.58KNew |
$20.3K - $25.3K
|
1.58K
$27.9K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
16.2KNew |
$144K - $211K
|
16.2K
$285K
|
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
BUY
|
- |
1New |
$8.92 - $13.1
|
1
$17.6
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.05KNew |
$99.5K - $111K
|
8.05K
$142K
|
|
| Q3 2019 | |||||||
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
400New |
$4.91K - $5.26K
|
400
$7.05K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
12.8KNew |
$132K - $160K
|
12.8K
$225K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Rmb Capital Management, LLC
|
BUY
|
- |
56.8K+ 82.77% |
$653K - $733K
|
125K
$2.21M
|
|