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 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
761+ 1.02% |
$11.7K - $14.6K
|
75.5K
$1.26M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
647+ 4.97% |
$9.99K - $12.4K
|
13.7K
$228K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
628New |
$9.7K - $12.1K
|
628
$10.5K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
610+ 3.58% |
$9.42K - $11.7K
|
17.6K
$294K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
600+ 8.72% |
$9.26K - $11.5K
|
7.48K
$125K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
582+ 9.71% |
$8.99K - $11.2K
|
6.58K
$110K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
562+ 4.35% |
$8.68K - $10.8K
|
13.5K
$225K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
550New |
$8.49K - $10.6K
|
550
$9.16K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
531+ 2.01% |
$8.2K - $10.2K
|
27K
$450K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
529+ 1.56% |
$8.17K - $10.2K
|
34.5K
$575K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
500+ 1.11% |
$7.72K - $9.62K
|
45.5K
$758K
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
467+ 1.17% |
$7.21K - $8.99K
|
40.4K
$673K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
450+ 2.08% |
$6.95K - $8.66K
|
22.1K
$368K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
408+ 1.07% |
$6.3K - $7.85K
|
38.7K
$644K
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
337+ 0.81% |
$5.2K - $6.48K
|
42K
$700K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
330+ 1.47% |
$5.1K - $6.35K
|
22.7K
$378K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
320+ 3.59% |
$4.94K - $6.16K
|
9.23K
$154K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
309New |
$4.77K - $5.95K
|
309
$5.14K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
270New |
$4.17K - $5.19K
|
270
$4.5K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
168+ 2.31% |
$2.59K - $3.23K
|
7.45K
$124K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
146+ 0.27% |
$2.25K - $2.81K
|
54.8K
$913K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
121+ 0.4% |
$1.87K - $2.33K
|
30.1K
$501K
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
84+ 0.23% |
$1.3K - $1.62K
|
37K
$616K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
83New |
$1.28K - $1.6K
|
83
$1.38K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
80+ 1.34% |
$1.24K - $1.54K
|
6.05K
$101K
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
67+ 1.13% |
$1.03K - $1.29K
|
5.98K
$99.5K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
64+ 0.5% |
$988 - $1.23K
|
12.8K
$213K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
46+ 0.38% |
$710 - $885
|
12.2K
$204K
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
42+ 0.66% |
$648 - $808
|
6.41K
$107K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 1.74% |
$170 - $212
|
643
$10.7K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.53% |
$61.8 - $77
|
266
$4.43K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3Closed |
$46.3 - $57.7
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8Closed |
$124 - $154
|
0
$0
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-42Closed |
$648 - $808
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.42% |
$1.54K - $1.92K
|
23.9K
$398K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-151- 0.74% |
$2.33K - $2.91K
|
20.2K
$336K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-233Closed |
$3.6K - $4.48K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-266Closed |
$4.11K - $5.12K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-299Closed |
$4.62K - $5.75K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-308- 6.54% |
$4.76K - $5.93K
|
4.4K
$73.3K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-372- 0.09% |
$5.74K - $7.16K
|
394K
$6.56M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 0.32% |
$6.18K - $7.7K
|
125K
$2.08M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-487- 1.53% |
$7.52K - $9.37K
|
31.4K
$523K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-500Closed |
$7.72K - $9.62K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-585- 3.23% |
$9.03K - $11.3K
|
17.5K
$292K
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-620- 2.65% |
$9.57K - $11.9K
|
22.7K
$379K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-850Closed |
$13.1K - $16.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 3.6% |
$15.4K - $19.2K
|
26.8K
$445K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.21K- 3.38% |
$18.7K - $23.3K
|
34.6K
$575K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$19.3K - $24K
|
0
$0
|