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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-414- 2.43% |
$5.74K - $7.55K
|
16.6K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-418- 0.22% |
$5.79K - $7.62K
|
189K
$3.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-436- 50.0% |
$6.04K - $7.95K
|
436
$8.06K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-468- 2.49% |
$6.49K - $8.54K
|
18.3K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-700- 2.86% |
$9.7K - $12.8K
|
23.8K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-700- 3.53% |
$9.7K - $12.8K
|
19.2K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-844- 0.67% |
$11.7K - $15.4K
|
125K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-850- 3.41% |
$11.8K - $15.5K
|
24.1K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-959- 7.51% |
$13.3K - $17.5K
|
11.8K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-979- 0.14% |
$13.6K - $17.9K
|
685K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 2.85% |
$14.5K - $19.1K
|
35.6K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 8.35% |
$14.6K - $19.2K
|
11.6K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.44K- 7.18% |
$20K - $26.3K
|
18.6K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.63K- 2.56% |
$22.6K - $29.8K
|
62K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.74K- 7.14% |
$24.1K - $31.7K
|
22.6K
$418K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.21K- 2.22% |
$30.6K - $40.3K
|
97.3K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.33K- 1.65% |
$32.3K - $42.6K
|
139K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2.4K- 16.67% |
$33.3K - $43.8K
|
12K
$222K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.43K- 13.89% |
$33.7K - $44.3K
|
15.1K
$279K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-2.49K- 8.91% |
$34.5K - $45.3K
|
25.4K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.02K- 30.54% |
$41.9K - $55.1K
|
6.87K
$127K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.17K- 5.54% |
$44K - $57.9K
|
54.1K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.18K- 0.77% |
$44K - $57.9K
|
410K
$7.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.3K- 16.04% |
$45.7K - $60.2K
|
17.3K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.36K- 31.75% |
$46.5K - $61.2K
|
7.22K
$133K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.12K- 2.76% |
$57.1K - $75.2K
|
145K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-4.4K- 19.32% |
$61K - $80.3K
|
18.4K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.82K- 17.88% |
$66.8K - $87.9K
|
22.1K
$409K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.23K- 5.82% |
$72.4K - $95.3K
|
84.5K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.52K- 29.37% |
$76.5K - $101K
|
13.3K
$245K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.11K- 0.17% |
$98.6K - $130K
|
4.21M
$77.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-8.58K- 3.99% |
$119K - $157K
|
207K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.4K- 39.25% |
$171K - $226K
|
19.1K
$354K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.7K- 46.13% |
$189K - $249K
|
16K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22K- 15.64% |
$305K - $402K
|
119K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.2K- 13.15% |
$322K - $424K
|
154K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.7K- 70.22% |
$398K - $524K
|
12.2K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-49.3K- 1.03% |
$684K - $900K
|
4.74M
$87.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100K- 33.79% |
$1.39M - $1.83M
|
197K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-173K- 4.19% |
$2.4M - $3.16M
|
3.95M
$73.1M
|