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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.84K- 25.61% |
$58.8K - $65K
|
11.2K
$203K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.98K- 74.31% |
$30.3K - $33.6K
|
686
$12.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.72K- 4.89% |
$26.3K - $29.1K
|
33.5K
$609K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 7.21% |
$25.6K - $28.4K
|
21.6K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 42.86% |
$22.9K - $25.4K
|
2K
$36.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.2K- 4.59% |
$18.3K - $20.3K
|
24.9K
$454K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1K- 38.46% |
$15.3K - $16.9K
|
1.6K
$29.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 8.76% |
$7.65K - $8.46K
|
5.21K
$94.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-397- 6.71% |
$6.07K - $6.72K
|
5.52K
$100K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-132- 0.09% |
$2.02K - $2.23K
|
140K
$2.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-128- 12.8% |
$1.96K - $2.17K
|
872
$15.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-113- 0.83% |
$1.73K - $1.91K
|
13.4K
$244K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.4K- 50.0% |
$34.9K - $39.3K
|
2.4K
$43.7K
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-2.29K- 13.56% |
$33.2K - $37.5K
|
14.6K
$265K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-2K- 99.95% |
$29K - $32.8K
|
1
$18.2
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.46K- 66.67% |
$21.3K - $24K
|
732
$13.3K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.43K- 6.16% |
$20.8K - $23.5K
|
21.8K
$397K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.03K- 2.23% |
$14.9K - $16.8K
|
45K
$819K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$14.5K - $16.4K
|
1K
$18.2K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-850- 33.85% |
$12.4K - $13.9K
|
1.66K
$30.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-440- 85.44% |
$6.39K - $7.21K
|
75
$1.37K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-194- 1.79% |
$2.82K - $3.18K
|
10.7K
$194K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-13.4K- 17.79% |
$168K - $203K
|
62K
$1.13M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5K- 20.0% |
$62.7K - $75.9K
|
20K
$364K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-791- 4.74% |
$9.92K - $12K
|
15.9K
$290K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.55K- 82.23% |
$120K - $131K
|
1.85K
$33.7K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.62KClosed |
$50.9K - $55.3K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 29.24% |
$14.9K - $16.2K
|
2.56K
$46.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-687- 6.06% |
$9.65K - $10.5K
|
10.7K
$194K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 59.37% |
$31.1K - $34.5K
|
1.6K
$29.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-600- 4.19% |
$7.97K - $8.85K
|
13.7K
$250K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-499- 4.71% |
$6.63K - $7.36K
|
10.1K
$184K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-182- 0.76% |
$2.42K - $2.68K
|
23.6K
$430K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-4.67K- 19.84% |
$61.3K - $69.6K
|
18.9K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.39K- 29.92% |
$18.3K - $20.8K
|
3.26K
$59.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.23K- 6.74% |
$16.1K - $18.3K
|
17K
$310K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 5.03% |
$14.5K - $16.4K
|
20.8K
$379K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-163- 95.32% |
$2.14K - $2.43K
|
8
$146
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.7K- 33.65% |
$192K - $230K
|
31K
$565K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.65K- 18.67% |
$20.1K - $24.1K
|
7.19K
$131K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.48K- 45.76% |
$18.1K - $21.6K
|
1.75K
$31.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-350- 12.82% |
$4.27K - $5.12K
|
2.38K
$43.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-49- 0.45% |
$598 - $716
|
10.8K
$196K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-15KClosed |
$186K - $239K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-893- 7.19% |
$11.1K - $14.2K
|
11.5K
$210K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-33.3KClosed |
$420K - $587K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15KClosed |
$189K - $264K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13.7KClosed |
$172K - $241K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.23KClosed |
$116K - $163K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.45KClosed |
$93.9K - $131K
|
0
$0
|
|