Purchases and Sales Made in Q1 2024 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
498K+ 4373.67% |
$7.24M - $8.16M
|
509K
$9.19M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
469K+ 1667.78% |
$6.81M - $7.68M
|
497K
$8.97M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
153KNew |
$2.22M - $2.51M
|
153K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 2.81% |
$1.88M - $2.12M
|
4.73M
$85.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 4.39% |
$1.72M - $1.94M
|
2.81M
$50.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
104K+ 2.55% |
$1.51M - $1.7M
|
4.18M
$75.5M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
103KNew |
$1.5M - $1.69M
|
103K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100K+ 939.86% |
$1.45M - $1.64M
|
111K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
76.6K+ 12.78% |
$1.11M - $1.26M
|
676K
$12.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
52.1KNew |
$757K - $854K
|
52.1K
$940K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
49.8K+ 5.64% |
$723K - $816K
|
933K
$16.8M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30.2K+ 9.03% |
$439K - $495K
|
365K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.5K+ 1.61% |
$414K - $467K
|
1.79M
$32.3M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
28KNew |
$407K - $459K
|
28K
$505K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
24.5KNew |
$357K - $402K
|
24.5K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24.4KNew |
$355K - $400K
|
24.4K
$441K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 0.61% |
$342K - $385K
|
3.88M
$70M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 0.61% |
$342K - $385K
|
3.88M
$70M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.8K+ 1.18% |
$303K - $341K
|
1.79M
$32.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2K+ 5.47% |
$294K - $331K
|
390K
$7.04M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.4K+ 90.6% |
$282K - $318K
|
40.8K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$272K - $307K
|
18.7K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17KNew |
$247K - $279K
|
17K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$212K - $239K
|
14.6K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 4.0% |
$194K - $219K
|
347K
$6.27M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.1K+ 7.25% |
$191K - $215K
|
194K
$3.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12.6KNew |
$183K - $207K
|
12.6K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.3KNew |
$164K - $185K
|
11.3K
$204K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 10.09% |
$162K - $183K
|
122K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.9KNew |
$158K - $178K
|
10.9K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.1K+ 64.48% |
$147K - $166K
|
25.8K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10.1KNew |
$147K - $165K
|
10.1K
$182K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.96K+ 2.58% |
$145K - $163K
|
396K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.83K+ 41.85% |
$143K - $161K
|
33.3K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.47K+ 38.67% |
$138K - $155K
|
34K
$613K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.2KNew |
$119K - $134K
|
8.2K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.45K+ 5.6% |
$79.1K - $89.2K
|
103K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.09K+ 4.94% |
$74K - $83.5K
|
108K
$1.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.92K+ 21.93% |
$71.5K - $80.7K
|
27.4K
$494K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.65K+ 18.43% |
$67.6K - $76.2K
|
29.9K
$539K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.94K+ 20.07% |
$57.2K - $64.5K
|
23.6K
$425K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.14K+ 9.85% |
$45.6K - $51.4K
|
34.9K
$631K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.12K+ 13.69% |
$45.3K - $51.2K
|
25.9K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.11K+ 3.82% |
$45.1K - $50.9K
|
84.4K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.08K+ 22.43% |
$44.7K - $50.5K
|
16.8K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.75K+ 2.98% |
$40K - $45.1K
|
95K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.73K+ 13.21% |
$39.6K - $44.7K
|
23.4K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.7K+ 4.94% |
$39.3K - $44.3K
|
57.4K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.08K+ 4.55% |
$30.2K - $34.1K
|
47.8K
$863K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.02K+ 19.21% |
$29.3K - $33.1K
|
12.5K
$226K
|