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 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.39K- 29.92% |
$18.3K - $20.8K
|
3.26K
$59.3K
|
|
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
|
|
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
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.38KClosed |
$67.8K - $94.8K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.94K- 42.08% |
$49.7K - $69.4K
|
5.43K
$98.7K
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.15KClosed |
$27K - $37.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.06KClosed |
$26K - $36.4K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.34KClosed |
$16.9K - $23.6K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-643Closed |
$8.1K - $11.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-628Closed |
$7.91K - $11.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-550Closed |
$6.93K - $9.69K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-83.5KClosed |
$1.29M - $1.61M
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-55.9KClosed |
$864K - $1.08M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-32.4KClosed |
$500K - $623K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.2KClosed |
$327K - $408K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-17.7KClosed |
$273K - $340K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.9KClosed |
$169K - $210K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10.7KClosed |
$164K - $205K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$61.8K - $77K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-3.9KClosed |
$60.2K - $75K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.62K- 48.32% |
$25K - $31.2K
|
1.73K
$31.5K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$19.3K - $24K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-500Closed |
$7.72K - $9.62K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-299Closed |
$4.62K - $5.75K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-266Closed |
$4.11K - $5.12K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-233Closed |
$3.6K - $4.48K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3Closed |
$46.3 - $57.7
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.8KClosed |
$224K - $250K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.9KClosed |
$33.2K - $37.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-405Closed |
$7.09K - $7.92K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-153Closed |
$2.68K - $2.99K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-30.8KClosed |
$545K - $582K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3KClosed |
$53.2K - $56.7K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.8KClosed |
$49.6K - $52.9K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1KClosed |
$17.7K - $18.9K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-81Closed |
$1.44K - $1.53K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-31.2KClosed |
$517K - $573K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.4KClosed |
$205K - $227K
|
0
$0
|