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 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-486- 2.26% |
$7.76K - $8.99K
|
21K
$367K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-510- 31.48% |
$8.14K - $9.44K
|
1.11K
$19.3K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-600- 2.5% |
$9.58K - $11.1K
|
23.4K
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-651- 10.59% |
$10.4K - $12K
|
5.5K
$95.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-696- 2.43% |
$11.1K - $12.9K
|
27.9K
$486K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-776- 2.37% |
$12.4K - $14.4K
|
32K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-918- 2.05% |
$14.7K - $17K
|
43.8K
$763K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-949- 5.85% |
$15.2K - $17.6K
|
15.3K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 4.8% |
$16K - $18.5K
|
19.9K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.1K- 3.22% |
$17.6K - $20.4K
|
33K
$576K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.13K- 1.24% |
$18K - $20.8K
|
89.7K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.17K- 1.06% |
$18.7K - $21.6K
|
110K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.3K- 63.41% |
$20.8K - $24.1K
|
750
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 4.22% |
$24.1K - $27.9K
|
34.3K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.66K- 6.35% |
$26.5K - $30.7K
|
24.5K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.81K- 0.64% |
$29K - $33.5K
|
280K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.92K- 8.08% |
$30.6K - $35.5K
|
21.8K
$380K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 7.62% |
$30.7K - $35.6K
|
23.3K
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-2.37K- 9.43% |
$37.9K - $43.9K
|
22.8K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.65K- 13.48% |
$42.3K - $49K
|
17K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.86K- 4.75% |
$45.7K - $52.9K
|
57.3K
$999K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3KClosed |
$47.9K - $55.5K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.11K- 21.31% |
$49.6K - $57.5K
|
11.5K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.74K- 17.59% |
$59.7K - $69.1K
|
17.5K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.43K- 3.03% |
$70.8K - $82K
|
142K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.75K- 8.17% |
$75.8K - $87.8K
|
53.3K
$930K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.99K- 6.25% |
$144K - $166K
|
135K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.31K- 25.67% |
$149K - $172K
|
27K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.8K- 2.54% |
$172K - $199K
|
413K
$7.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 3.5% |
$173K - $200K
|
297K
$5.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-10.9K- 4.81% |
$174K - $201K
|
215K
$3.75M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-16.5K- 11.17% |
$264K - $305K
|
131K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-23.3K- 93.96% |
$372K - $431K
|
1.5K
$26.1K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-27.7K- 31.51% |
$442K - $512K
|
60.2K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.2K- 46.96% |
$578K - $670K
|
40.9K
$713K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41.4K- 9.06% |
$662K - $767K
|
416K
$7.25M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-52.8K- 1.26% |
$843K - $976K
|
4.13M
$71.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-60.6K- 65.32% |
$967K - $1.12M
|
32.2K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 3.1% |
$2.16M - $2.5M
|
4.21M
$73.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-207K- 9.7% |
$3.31M - $3.83M
|
1.93M
$33.6M
|