Purchases and Sales Made in Q2 2024 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
480K+ 96.62% |
$7.34M - $8.12M
|
977K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
195K+ 1545.57% |
$2.98M - $3.3M
|
207K
$3.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
174KNew |
$2.65M - $2.94M
|
174K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 4.58% |
$1.97M - $2.18M
|
2.94M
$53M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
79.7KNew |
$1.22M - $1.35M
|
79.7K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
56K+ 12.44% |
$857K - $948K
|
507K
$9.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
52.1KNew |
$797K - $882K
|
52.1K
$941K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.2K+ 1.11% |
$660K - $731K
|
3.92M
$70.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.2K+ 1.11% |
$660K - $731K
|
3.92M
$70.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.8K+ 0.88% |
$640K - $708K
|
4.77M
$86.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
33.1KNew |
$505K - $559K
|
33.1K
$597K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33K+ 6.47% |
$504K - $558K
|
542K
$9.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30.9KNew |
$472K - $523K
|
30.9K
$557K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27K+ 3.2% |
$413K - $457K
|
870K
$15.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
26KNew |
$397K - $440K
|
26K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
24.4K+ 3.6% |
$373K - $412K
|
700K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.2K+ 6.63% |
$370K - $409K
|
389K
$7.02M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
24KNew |
$367K - $406K
|
24K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.3K+ 141.97% |
$326K - $360K
|
36.3K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 14.17% |
$264K - $292K
|
139K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16.9KNew |
$258K - $285K
|
16.9K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.5K+ 64.04% |
$252K - $279K
|
42.3K
$763K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.6K+ 97.21% |
$223K - $246K
|
29.5K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 5.42% |
$205K - $227K
|
261K
$4.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2KNew |
$187K - $206K
|
12.2K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$185K - $204K
|
12.1K
$218K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.7K+ 13.91% |
$180K - $199K
|
96.2K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.2K+ 3.23% |
$172K - $190K
|
359K
$6.47M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$169K - $187K
|
11K
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.4KNew |
$159K - $176K
|
10.4K
$188K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$153K - $169K
|
10K
$181K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.85KNew |
$105K - $116K
|
6.85K
$124K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.15KNew |
$94K - $104K
|
6.15K
$111K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.64K+ 128.98% |
$86.2K - $95.3K
|
10K
$181K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.63KNew |
$86K - $95.2K
|
5.63K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5KNew |
$76.5K - $84.6K
|
5K
$90.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.91K+ 86.61% |
$75.1K - $83.1K
|
10.6K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.39KNew |
$51.9K - $57.4K
|
3.39K
$61.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.17K+ 15.57% |
$48.4K - $53.6K
|
23.5K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.14K+ 3.3% |
$48K - $53.1K
|
98.1K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.01K+ 26.29% |
$46K - $50.9K
|
14.5K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.97K+ 12.1% |
$45.4K - $50.3K
|
27.5K
$497K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.95K+ 5.34% |
$45.1K - $49.9K
|
58.2K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 18.66% |
$44.6K - $49.4K
|
18.6K
$335K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.58K+ 43.97% |
$39.4K - $43.6K
|
8.44K
$152K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.52K+ 1.75% |
$38.5K - $42.6K
|
146K
$2.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.4KNew |
$36.7K - $40.6K
|
2.4K
$43.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.24K+ 1.2% |
$34.2K - $37.9K
|
189K
$3.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.18K+ 43.22% |
$33.3K - $36.9K
|
7.23K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 7.51% |
$32.2K - $35.7K
|
30.2K
$545K
|