Purchases and Sales Made in Q2 2023 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
408+ 2.13% |
$5.42K - $6.02K
|
19.5K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
376+ 1.6% |
$5K - $5.55K
|
23.9K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
204+ 1.13% |
$2.71K - $3.01K
|
18.3K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 0.83% |
$2.66K - $2.95K
|
24.3K
$447K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
186+ 0.88% |
$2.47K - $2.74K
|
21.3K
$392K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
115+ 1.1% |
$1.53K - $1.7K
|
10.5K
$194K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
70+ 0.61% |
$930 - $1.03K
|
11.5K
$211K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
63+ 1.35% |
$837 - $929
|
4.75K
$87.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
56+ 0.31% |
$744 - $826
|
17.9K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55New |
$731 - $811
|
55
$1.01K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 2.08% |
$173 - $192
|
639
$11.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 2.06% |
$79.7 - $88.5
|
297
$5.46K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-100- 2.46% |
$1.33K - $1.48K
|
3.97K
$72.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-127- 0.6% |
$1.69K - $1.87K
|
20.9K
$384K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-182- 0.76% |
$2.42K - $2.68K
|
23.6K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-199- 0.93% |
$2.64K - $2.94K
|
21.3K
$391K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-395- 1.8% |
$5.25K - $5.83K
|
21.5K
$395K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-409- 2.27% |
$5.44K - $6.03K
|
17.6K
$324K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-469- 1.62% |
$6.23K - $6.92K
|
28.5K
$524K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-499- 4.71% |
$6.63K - $7.36K
|
10.1K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-507- 0.48% |
$6.74K - $7.48K
|
105K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-600- 4.19% |
$7.97K - $8.85K
|
13.7K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 3.66% |
$13.3K - $14.8K
|
26.4K
$484K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.4K- 1.13% |
$18.6K - $20.7K
|
123K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.56K- 9.14% |
$20.7K - $23K
|
15.5K
$284K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.78K- 6.46% |
$23.6K - $26.2K
|
25.7K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.14K- 5.58% |
$28.5K - $31.6K
|
36.3K
$667K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.34K- 59.37% |
$31.1K - $34.5K
|
1.6K
$29.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.5K- 3.15% |
$33.2K - $36.9K
|
77K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.54K- 0.57% |
$33.7K - $37.4K
|
445K
$8.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.64K- 19.18% |
$35.1K - $39K
|
11.1K
$205K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.66K- 9.02% |
$35.3K - $39.2K
|
26.8K
$493K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.7K- 8.68% |
$35.9K - $39.8K
|
28.4K
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.71K- 5.92% |
$36.1K - $40K
|
43.1K
$793K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.83K- 1.52% |
$37.7K - $41.8K
|
184K
$3.38M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.91K- 44.54% |
$38.6K - $42.9K
|
3.62K
$66.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.93K- 39.72% |
$39K - $43.2K
|
4.45K
$81.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.93K- 39.72% |
$39K - $43.2K
|
4.45K
$81.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.1K- 5.72% |
$41.2K - $45.7K
|
51.1K
$938K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.84K- 18.52% |
$51K - $56.6K
|
16.9K
$310K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-3.92K- 0.75% |
$52.1K - $57.8K
|
519K
$9.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-4K- 7.02% |
$53.2K - $59K
|
53K
$974K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.03K- 4.69% |
$66.8K - $74.2K
|
102K
$1.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.04K- 14.32% |
$67K - $74.4K
|
30.2K
$554K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.14K- 3.38% |
$94.9K - $105K
|
204K
$3.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 32.13% |
$162K - $180K
|
25.8K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 12.85% |
$202K - $224K
|
103K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.6K- 75.38% |
$207K - $229K
|
5.08K
$93.4K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-18.8K- 6.6% |
$250K - $278K
|
267K
$4.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-51.4K- 1.12% |
$683K - $759K
|
4.55M
$83.6M
|