Purchases and Sales Made in Q1 2022 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q1 2022. The information is specifically focused on institutions that hold shares of CALAMOS STRATEGIC TOTAL RETURN FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
285K+ 1732.72% |
$4.4M - $5.49M
|
302K
$5.37M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 7.8% |
$4.25M - $5.3M
|
3.8M
$67.7M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
194K+ 116.29% |
$3M - $3.74M
|
361K
$6.43M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
152K+ 4.17% |
$2.35M - $2.93M
|
3.8M
$67.7M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
117K+ 733.1% |
$1.81M - $2.26M
|
133K
$2.37M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
83.5KNew |
$1.29M - $1.61M
|
83.5K
$1.49M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.8K+ 22.53% |
$1.19M - $1.48M
|
417K
$7.43M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.6K+ 4.15% |
$813K - $1.01M
|
1.32M
$23.5M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.4KNew |
$670K - $835K
|
43.4K
$773K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.9K+ 7.82% |
$617K - $768K
|
551K
$9.8M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.4K+ 3.2% |
$562K - $701K
|
1.17M
$20.9M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
33KNew |
$510K - $635K
|
33K
$588K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.4KNew |
$500K - $623K
|
32.4K
$576K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
27.3K+ 3.85% |
$422K - $526K
|
737K
$13.1M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.2K+ 164.77% |
$420K - $524K
|
43.7K
$779K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$309K - $386K
|
20K
$357K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
18.1K+ 112.43% |
$279K - $348K
|
34.2K
$608K
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17.5K+ 16.19% |
$271K - $337K
|
126K
$2.24M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
16.1K+ 76.98% |
$249K - $310K
|
37.1K
$660K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.7K+ 0.9% |
$242K - $301K
|
1.76M
$31.4M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
13.9KNew |
$214K - $267K
|
13.9K
$247K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13.5KNew |
$208K - $259K
|
13.5K
$240K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1KNew |
$187K - $233K
|
12.1K
$215K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.5KNew |
$162K - $202K
|
10.5K
$187K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
10.1K+ 5.47% |
$156K - $194K
|
195K
$3.47M
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
10KNew |
$155K - $193K
|
10K
$178K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
10K+ 9.73% |
$154K - $192K
|
113K
$2.01M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.79K+ 4.89% |
$151K - $188K
|
210K
$3.74M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9.37KNew |
$145K - $180K
|
9.37K
$167K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.84KNew |
$136K - $170K
|
8.84K
$157K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
8.23K+ 4.1% |
$127K - $158K
|
209K
$3.72M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.74K+ 0.75% |
$119K - $149K
|
1.04M
$18.6M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.43K+ 53.7% |
$115K - $143K
|
21.3K
$379K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.1K+ 1.12% |
$110K - $137K
|
638K
$11.4M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.14K+ 9.11% |
$94.9K - $118K
|
73.6K
$1.31M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.85K+ 6.61% |
$90.3K - $113K
|
94.3K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.48K+ 9.6% |
$84.6K - $105K
|
62.6K
$1.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
5.4K+ 38.1% |
$83.4K - $104K
|
19.6K
$348K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.52K+ 179.91% |
$69.8K - $87K
|
7.04K
$125K
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.8K+ 12.89% |
$58.7K - $73.2K
|
33.3K
$593K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.46K+ 31.23% |
$53.4K - $66.5K
|
14.5K
$259K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 2.92% |
$48.7K - $60.7K
|
111K
$1.98M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.27KNew |
$35.1K - $43.8K
|
2.27K
$40.5K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.15KNew |
$33.1K - $41.3K
|
2.15K
$38.2K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.07K+ 6.48% |
$32K - $39.8K
|
34K
$605K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.8K+ 5.44% |
$27.8K - $34.6K
|
34.9K
$621K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.21K+ 0.34% |
$18.7K - $23.2K
|
356K
$6.33M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11K+ 0.46% |
$17.1K - $21.3K
|
240K
$4.27M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1KNew |
$17K - $21.2K
|
1.1K
$19.6K
|
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.02K+ 5.5% |
$15.7K - $19.5K
|
19.5K
$347K
|