Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-246K- 94.24% |
$4.22M - $4.54M
|
15.1K
$275K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205K- 94.35% |
$3.51M - $3.78M
|
12.3K
$224K
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 49.04% |
$350K - $377K
|
21.2K
$388K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-16.3K- 20.33% |
$279K - $300K
|
63.7K
$1.16M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.3K- 99.9% |
$262K - $282K
|
15
$274
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12K- 11.63% |
$205K - $221K
|
90.9K
$1.66M
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-10.5K- 40.34% |
$180K - $194K
|
15.5K
$284K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.57K- 50.31% |
$44K - $47.4K
|
2.54K
$46.3K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.14K- 0.83% |
$36.6K - $39.4K
|
254K
$4.64M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 0.77% |
$23.3K - $25.1K
|
175K
$3.2M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.24K- 6.89% |
$21.3K - $22.9K
|
16.8K
$306K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 14.9% |
$18.5K - $19.9K
|
6.15K
$112K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-935- 3.72% |
$16K - $17.2K
|
24.2K
$442K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-591- 4.51% |
$10.1K - $10.9K
|
12.5K
$228K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-405- 2.39% |
$6.94K - $7.47K
|
16.6K
$303K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-118K- 23.35% |
$1.85M - $2.06M
|
386K
$7.05M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 97.0% |
$1.74M - $1.94M
|
3.43K
$62.6K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.6K- 3.27% |
$621K - $693K
|
1.17M
$21.4M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.7K- 23.98% |
$529K - $589K
|
107K
$1.95M
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-30.3K- 33.75% |
$476K - $531K
|
59.5K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28.5K- 16.44% |
$448K - $500K
|
145K
$2.65M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.7K- 4.29% |
$341K - $380K
|
485K
$8.85M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.1K- 58.71% |
$253K - $283K
|
11.3K
$207K
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-11K- 21.57% |
$173K - $193K
|
40K
$730K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.75K- 3.38% |
$137K - $153K
|
250K
$4.57M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.22K- 4.47% |
$97.8K - $109K
|
133K
$2.43M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-6.02K- 3.96% |
$94.6K - $105K
|
146K
$2.66M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.7K- 2.19% |
$89.5K - $99.7K
|
255K
$4.66M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.26K- 1.89% |
$82.7K - $92.2K
|
274K
$5M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-4.4K- 15.49% |
$69.1K - $77K
|
24K
$438K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.25K- 2.24% |
$66.7K - $74.4K
|
185K
$3.38M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.14K- 2.47% |
$65K - $72.5K
|
163K
$2.98M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.79K- 10.58% |
$59.5K - $66.3K
|
32K
$584K
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-2.89K- 85.26% |
$45.4K - $50.7K
|
500
$9.13K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.45K- 6.2% |
$38.5K - $42.9K
|
37K
$676K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 5.42% |
$35.3K - $39.3K
|
39.2K
$716K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.26K- 2.08% |
$19.7K - $22K
|
59.1K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.09K- 1.38% |
$17.2K - $19.1K
|
78K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 4.58% |
$15.7K - $17.5K
|
20.9K
$381K
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-999- 5.88% |
$15.7K - $17.5K
|
16K
$292K
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-800- 5.6% |
$12.6K - $14K
|
13.5K
$246K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-499- 2.18% |
$7.84K - $8.74K
|
22.4K
$409K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-380- 1.78% |
$5.97K - $6.65K
|
20.9K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-288- 1.44% |
$4.52K - $5.04K
|
19.7K
$359K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-200- 0.84% |
$3.14K - $3.5K
|
23.7K
$432K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-133- 1.2% |
$2.09K - $2.33K
|
10.9K
$199K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-88- 4.4% |
$1.38K - $1.54K
|
1.91K
$34.9K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$15.7 - $17.5
|
1.74K
$31.7K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.67K- 20.56% |
$117K - $130K
|
29.6K
$541K
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.84K- 25.61% |
$58.8K - $65K
|
11.2K
$204K
|