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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 88.24% |
$240 - $278
|
2
$36.4
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6- 50.0% |
$95.8 - $111
|
6
$109
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.57% |
$16 - $18.5
|
175
$3.18K
|
|
Q4 2024 | |||||||
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-246K- 94.24% |
$4.22M - $4.54M
|
15.1K
$274K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205K- 94.35% |
$3.51M - $3.78M
|
12.3K
$223K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-120K- 70.56% |
$2.06M - $2.22M
|
50.1K
$912K
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-10.5K- 40.34% |
$180K - $194K
|
15.5K
$283K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.16K- 8.58% |
$157K - $169K
|
97.5K
$1.77M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.49K- 22.85% |
$94K - $101K
|
18.5K
$337K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.69K- 21.88% |
$63.2K - $68K
|
13.2K
$240K
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.57K- 50.31% |
$44K - $47.4K
|
2.54K
$46.1K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.34K- 18.68% |
$40.1K - $43.1K
|
10.2K
$185K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 75.0% |
$25.7K - $27.7K
|
500
$9.1K
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.2K- 3.0% |
$20.6K - $22.1K
|
38.8K
$706K
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-650- 4.84% |
$11.1K - $12K
|
12.8K
$232K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-250- 2.29% |
$4.29K - $4.61K
|
10.7K
$194K
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-100- 1.92% |
$1.71K - $1.84K
|
5.11K
$92.9K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 97.0% |
$1.74M - $1.94M
|
3.43K
$62.4K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.6K- 3.27% |
$621K - $693K
|
1.17M
$21.3M
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-2.89K- 85.26% |
$45.4K - $50.7K
|
500
$9.1K
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-800- 5.6% |
$12.6K - $14K
|
13.5K
$245K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-88- 4.4% |
$1.38K - $1.54K
|
1.91K
$34.8K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.67K- 20.56% |
$117K - $130K
|
29.6K
$539K
|
|
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
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.2K- 4.59% |
$18.3K - $20.3K
|
24.9K
$453K
|
|
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 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-128- 12.8% |
$1.96K - $2.17K
|
872
$15.9K
|
|
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
$1.36K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-194- 1.79% |
$2.82K - $3.18K
|
10.7K
$194K
|
|
Q4 2023 | |||||||
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
$289K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.55K- 82.23% |
$120K - $131K
|
1.85K
$33.6K
|
|
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
$249K
|
|
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
$343K
|