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 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.99K- 12.24% |
$39.3K - $44.6K
|
21.5K
$358K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.05K- 6.24% |
$40K - $45.5K
|
45.8K
$763K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.77K- 15.21% |
$49.5K - $56.2K
|
21K
$350K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.88K- 0.27% |
$50.9K - $57.9K
|
1.42M
$23.7M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.02K- 15.38% |
$52.7K - $59.9K
|
22.1K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-4.53K- 0.86% |
$59.5K - $67.6K
|
523K
$8.7M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.57K- 8.89% |
$59.9K - $68.1K
|
46.8K
$779K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-4.67K- 19.84% |
$61.3K - $69.6K
|
18.9K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.56K- 12.62% |
$72.9K - $82.8K
|
38.5K
$640K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.71K- 3.96% |
$75K - $85.2K
|
138K
$2.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.99K- 48.38% |
$78.6K - $89.3K
|
6.39K
$106K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.53K- 19.2% |
$85.7K - $97.4K
|
27.5K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.91K- 31.76% |
$90.7K - $103K
|
14.8K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.98K- 2.47% |
$91.6K - $104K
|
276K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.56K- 12.24% |
$99.1K - $113K
|
54.2K
$902K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21.1K- 57.12% |
$277K - $314K
|
15.8K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.7K- 9.69% |
$298K - $338K
|
211K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.9K- 6.18% |
$340K - $386K
|
393K
$6.55M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-29.2K- 7.59% |
$383K - $435K
|
355K
$5.92M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-47.1K- 1.04% |
$618K - $702K
|
4.48M
$74.6M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-53.6K- 7.51% |
$703K - $799K
|
660K
$11M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-117K- 72.86% |
$1.54M - $1.75M
|
43.7K
$727K
|