Purchases and Sales Made in Q2 2025 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
250K+ 204.58% |
$3.47M - $4.56M
|
373K
$6.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
182K+ 43.2% |
$2.53M - $3.33M
|
604K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
158K+ 12.33% |
$2.19M - $2.88M
|
1.44M
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
103K+ 36.69% |
$1.42M - $1.87M
|
383K
$7.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
96.4K+ 23.16% |
$1.34M - $1.76M
|
513K
$9.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
72.9K+ 199.53% |
$1.01M - $1.33M
|
109K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
67.6K+ 3.51% |
$937K - $1.23M
|
2M
$36.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65.8K+ 2.04% |
$912K - $1.2M
|
3.29M
$60.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.2K+ 2.36% |
$640K - $842K
|
2M
$37M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
33.3K+ 9.2% |
$461K - $607K
|
395K
$7.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
30.8KNew |
$427K - $562K
|
30.8K
$570K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
29.8K+ 257.93% |
$412K - $543K
|
41.3K
$763K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
29.3K+ 3.89% |
$406K - $534K
|
783K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.8KNew |
$316K - $416K
|
22.8K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
22.8K+ 4.49% |
$316K - $416K
|
530K
$9.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$314K - $413K
|
22.7K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
20.7KNew |
$287K - $378K
|
20.7K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.3K+ 31.76% |
$281K - $370K
|
84.1K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 1.8% |
$264K - $348K
|
1.08M
$19.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.6K+ 15.07% |
$202K - $266K
|
111K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9K+ 63.99% |
$151K - $198K
|
27.9K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3KNew |
$142K - $187K
|
10.3K
$190K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10.2K+ 9.33% |
$142K - $186K
|
120K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.77K+ 4.77% |
$122K - $160K
|
192K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.65K+ 2.03% |
$120K - $158K
|
434K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.61K+ 36.07% |
$119K - $157K
|
32.5K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.23K+ 8.29% |
$114K - $150K
|
108K
$1.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.18K+ 3.17% |
$113K - $149K
|
266K
$4.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.76K+ 24.02% |
$79.9K - $105K
|
29.8K
$550K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.63K+ 246.89% |
$78K - $103K
|
7.91K
$146K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.61K+ 17.51% |
$77.7K - $102K
|
37.6K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.57K+ 2.12% |
$77.2K - $102K
|
268K
$4.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.29KNew |
$73.3K - $96.5K
|
5.29K
$97.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.08K+ 5.98% |
$56.6K - $74.5K
|
72.4K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.95K+ 30.08% |
$54.8K - $72.1K
|
17.1K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.81K+ 13.62% |
$52.8K - $69.5K
|
31.8K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.8K+ 31.36% |
$52.7K - $69.3K
|
15.9K
$294K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.46K+ 199.14% |
$47.9K - $63.1K
|
5.2K
$96.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.4KNew |
$47.1K - $62K
|
3.4K
$62.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.18K+ 101.4% |
$44.1K - $58.1K
|
6.32K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.02K+ 3.86% |
$41.8K - $55K
|
81.2K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.76K+ 11.4% |
$38.2K - $50.3K
|
27K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.6K+ 23.43% |
$36K - $47.4K
|
13.7K
$253K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.43KNew |
$33.7K - $44.3K
|
2.43K
$44.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.13KNew |
$29.5K - $38.8K
|
2.13K
$39.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.99K+ 3.73% |
$27.6K - $36.3K
|
55.3K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.98K+ 13.68% |
$27.4K - $36.1K
|
16.4K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.91K+ 1.83% |
$26.5K - $34.8K
|
106K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.88K+ 9.0% |
$26K - $34.2K
|
22.7K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.74K+ 9.85% |
$24.1K - $31.7K
|
19.4K
$359K
|