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 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.72K+ 0.17% |
$23.8K - $31.4K
|
994K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
1.72K+ 6.77% |
$23.8K - $31.4K
|
27.1K
$501K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 78.38% |
$23.6K - $31K
|
3.87K
$71.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.58K+ 11.1% |
$21.8K - $28.7K
|
15.8K
$292K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.35K+ 2.11% |
$18.7K - $24.6K
|
65.4K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.33K+ 2.52% |
$18.4K - $24.2K
|
53.9K
$997K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2KNew |
$16.6K - $21.9K
|
1.2K
$22.2K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
1.1KNew |
$15.2K - $20.1K
|
1.1K
$20.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
842+ 5.49% |
$11.7K - $15.4K
|
16.2K
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
816+ 466.29% |
$11.3K - $14.9K
|
991
$18.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
805New |
$11.2K - $14.7K
|
805
$14.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
750+ 5.69% |
$10.4K - $13.7K
|
13.9K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
736+ 13.38% |
$10.2K - $13.4K
|
6.24K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
678+ 5.19% |
$9.4K - $12.4K
|
13.7K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 2.06% |
$6.93K - $9.12K
|
24.7K
$457K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
455+ 0.71% |
$6.31K - $8.3K
|
64.8K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
377+ 1.73% |
$5.23K - $6.88K
|
22.2K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
374+ 2.23% |
$5.18K - $6.82K
|
17.1K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
353+ 1.29% |
$4.89K - $6.44K
|
27.6K
$511K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
301+ 1.14% |
$4.17K - $5.49K
|
26.7K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
275+ 2.55% |
$3.81K - $5.02K
|
11.1K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
203+ 1.03% |
$2.81K - $3.7K
|
19.9K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
169+ 1.66% |
$2.34K - $3.08K
|
10.3K
$191K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
110+ 0.91% |
$1.52K - $2.01K
|
12.2K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100+ 0.43% |
$1.39K - $1.82K
|
23.5K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
99+ 0.29% |
$1.37K - $1.81K
|
34.4K
$635K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
90+ 0.6% |
$1.25K - $1.64K
|
15.1K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
70+ 0.61% |
$970 - $1.28K
|
11.5K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
61+ 0.42% |
$845 - $1.11K
|
14.7K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
57+ 0.24% |
$790 - $1.04K
|
23.4K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
57+ 0.24% |
$790 - $1.04K
|
23.4K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55+ 0.1% |
$762 - $1K
|
57.2K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
46+ 1.87% |
$638 - $839
|
2.5K
$46.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
41+ 0.08% |
$568 - $748
|
52.3K
$967K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.12% |
$305 - $401
|
18.6K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 1100.0% |
$305 - $401
|
24
$444
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.76% |
$41.6 - $54.7
|
173
$3.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-2- -0.0% |
$27.7 - $36.5
|
131K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9- 0.36% |
$125 - $164
|
2.5K
$46.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.45% |
$1.39K - $1.82K
|
22.1K
$409K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-126- 0.38% |
$1.75K - $2.3K
|
32.9K
$609K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-150- 0.11% |
$2.08K - $2.74K
|
135K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-160- 0.37% |
$2.22K - $2.92K
|
43.6K
$807K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-190- 0.32% |
$2.63K - $3.47K
|
60K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 2.99% |
$2.77K - $3.65K
|
6.5K
$120K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-210- 1.39% |
$2.91K - $3.83K
|
14.9K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-294- 1.4% |
$4.07K - $5.36K
|
20.7K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-394- 2.28% |
$5.46K - $7.19K
|
16.9K
$312K
|