Purchases and Sales Made in Q1 2023 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q1 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
984+ 0.15% |
$12.9K - $14.7K
|
655K
$11.7M
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
981+ 2.26% |
$12.9K - $14.6K
|
44.4K
$790K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
947+ 94.7% |
$12.4K - $14.1K
|
1.95K
$34.7K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
833New |
$10.9K - $12.4K
|
833
$14.8K
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
722+ 1.97% |
$9.47K - $10.8K
|
37.3K
$664K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
626New |
$8.21K - $9.33K
|
626
$11.1K
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
603+ 62.49% |
$7.91K - $8.99K
|
1.57K
$27.9K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
600+ 2.24% |
$7.87K - $8.95K
|
27.4K
$487K
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
525+ 1.21% |
$6.89K - $7.83K
|
44K
$782K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
406+ 1.07% |
$5.33K - $6.05K
|
38.4K
$683K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
322+ 2.78% |
$4.22K - $4.8K
|
11.9K
$212K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
302+ 1.48% |
$3.96K - $4.5K
|
20.7K
$369K
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
205+ 1.15% |
$2.69K - $3.06K
|
18.1K
$322K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
182+ 0.77% |
$2.39K - $2.71K
|
23.8K
$424K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
145+ 2.27% |
$1.9K - $2.16K
|
6.53K
$116K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
142+ 0.79% |
$1.86K - $2.12K
|
18K
$321K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
100+ 2.52% |
$1.31K - $1.49K
|
4.07K
$72.4K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
74+ 1.01% |
$971 - $1.1K
|
7.38K
$131K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
71+ 0.62% |
$932 - $1.06K
|
11.4K
$204K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
64+ 0.34% |
$840 - $954
|
19.1K
$341K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61+ 1.32% |
$800 - $910
|
4.68K
$83.4K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
55+ 0.31% |
$722 - $820
|
17.8K
$318K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45+ 0.27% |
$590 - $671
|
17K
$303K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
17+ 0.01% |
$223 - $253
|
148K
$2.64M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
17+ 0.14% |
$223 - $253
|
12.3K
$219K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.72% |
$197 - $224
|
2.09K
$37.1K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 2.11% |
$78.7 - $89.5
|
291
$5.18K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$13.1 - $14.9
|
1
$17.8
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-112- 0.31% |
$1.47K - $1.67K
|
36.1K
$643K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-132- 0.04% |
$1.73K - $1.97K
|
349K
$6.21M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-163- 95.32% |
$2.14K - $2.43K
|
8
$142
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-406- 1.06% |
$5.33K - $6.05K
|
37.9K
$675K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-453- 17.56% |
$5.94K - $6.75K
|
2.13K
$37.8K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-700- 2.82% |
$9.18K - $10.4K
|
24.1K
$429K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-815- 2.19% |
$10.7K - $12.2K
|
36.4K
$647K
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-900- 7.65% |
$11.8K - $13.4K
|
10.9K
$193K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1KClosed |
$13.1K - $14.9K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.1K- 5.03% |
$14.5K - $16.4K
|
20.8K
$371K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 0.6% |
$14.9K - $16.9K
|
187K
$3.33M
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.15K- 6.69% |
$15.1K - $17.1K
|
16K
$285K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.23K- 6.74% |
$16.1K - $18.3K
|
17K
$303K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 2.68% |
$16.4K - $18.6K
|
45.3K
$806K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.39K- 29.92% |
$18.3K - $20.8K
|
3.26K
$58K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.41K- 2.53% |
$18.5K - $21K
|
54.2K
$965K
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2K- 3.39% |
$26.2K - $29.8K
|
57K
$1.01M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.37K- 14.19% |
$31K - $35.3K
|
14.3K
$255K
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.5K- 9.93% |
$32.8K - $37.3K
|
22.7K
$403K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.77K- 8.73% |
$36.4K - $41.3K
|
29K
$516K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.93K- 1.24% |
$38.4K - $43.7K
|
234K
$4.17M
|