Purchases and Sales Made in Q1 2025 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q1 2025. 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, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.17K+ 3.86% |
$18.7K - $21.7K
|
31.5K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 6.04% |
$17.1K - $19.8K
|
18.8K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
876+ 3.57% |
$14K - $16.2K
|
25.4K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
872+ 0.24% |
$13.9K - $16.1K
|
361K
$6.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
744+ 5.42% |
$11.9K - $13.8K
|
14.5K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
707New |
$11.3K - $13.1K
|
707
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
686+ 3.02% |
$11K - $12.7K
|
23.4K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
510+ 45.95% |
$8.14K - $9.44K
|
1.62K
$28.2K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
508+ 0.9% |
$8.11K - $9.4K
|
57.2K
$996K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
500+ 0.51% |
$7.99K - $9.25K
|
97.7K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
475+ 1.99% |
$7.59K - $8.79K
|
24.4K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
466+ 4.51% |
$7.44K - $8.62K
|
10.8K
$188K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
398+ 0.62% |
$6.36K - $7.36K
|
64.1K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
393+ 3.53% |
$6.28K - $7.27K
|
11.5K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
352+ 6.87% |
$5.62K - $6.51K
|
5.48K
$95.5K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
325New |
$5.19K - $6.01K
|
325
$5.66K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
322+ 1.19% |
$5.14K - $5.96K
|
27.3K
$475K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
311+ 3.35% |
$4.97K - $5.75K
|
9.59K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
290+ 1.22% |
$4.63K - $5.37K
|
24K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
194+ 1.78% |
$3.1K - $3.59K
|
11.1K
$193K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
189+ 0.97% |
$3.02K - $3.5K
|
19.6K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
184New |
$2.94K - $3.4K
|
184
$3.21K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
153+ 1.28% |
$2.44K - $2.83K
|
12.1K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
107+ 0.37% |
$1.71K - $1.98K
|
29.2K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 1.83% |
$703 - $814
|
2.45K
$42.8K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
38+ 0.07% |
$607 - $703
|
52.3K
$911K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
36+ 0.07% |
$575 - $666
|
52.6K
$917K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.1% |
$399 - $463
|
24.2K
$422K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
25+ 0.12% |
$399 - $463
|
20.1K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$319 - $370
|
18.6K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17New |
$271 - $315
|
17
$296
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.0% |
$256 - $296
|
754K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.1% |
$192 - $222
|
12.6K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12New |
$192 - $222
|
12
$209
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.8% |
$47.9 - $55.5
|
170
$2.96K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.57% |
$16 - $18.5
|
175
$3.05K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6- 50.0% |
$95.8 - $111
|
6
$105
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.05% |
$128 - $148
|
16.7K
$292K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 0.46% |
$128 - $148
|
1.74K
$30.3K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 88.24% |
$240 - $278
|
2
$34.9
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-77- 0.04% |
$1.23K - $1.42K
|
177K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.45% |
$1.6K - $1.85K
|
22.2K
$387K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-170- 11.72% |
$2.71K - $3.15K
|
1.28K
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-232- 1.56% |
$3.71K - $4.29K
|
14.6K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-276- 1.77% |
$4.41K - $5.11K
|
15.3K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-287- 0.37% |
$4.58K - $5.31K
|
78.2K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-350- 1.15% |
$5.59K - $6.48K
|
30.2K
$526K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-415- 1.55% |
$6.63K - $7.68K
|
26.4K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-439- 2.82% |
$7.01K - $8.12K
|
15.1K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-455- 12.66% |
$7.27K - $8.42K
|
3.14K
$54.7K
|