Purchases and Sales Made in Q3 2021 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.5MNew |
$62M - $66.1M
|
3.5M
$62.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
232K+ 1818.23% |
$4.12M - $4.39M
|
245K
$4.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
211K+ 4.02% |
$3.74M - $4M
|
5.46M
$97.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
104K+ 39.94% |
$1.83M - $1.96M
|
363K
$6.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
101K+ 10.19% |
$1.79M - $1.91M
|
1.09M
$19.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
53K+ 1.18% |
$939K - $1M
|
4.55M
$81M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34.2K+ 11.84% |
$605K - $646K
|
322K
$5.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.4KNew |
$573K - $612K
|
32.4K
$576K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6KNew |
$561K - $598K
|
31.6K
$563K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 2.36% |
$522K - $557K
|
1.28M
$22.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
26.6KNew |
$471K - $503K
|
26.6K
$473K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25.5K+ 15.07% |
$452K - $483K
|
195K
$3.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 6.14% |
$395K - $422K
|
385K
$6.86M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.1K+ 28.47% |
$373K - $398K
|
95.1K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.8K+ 9.39% |
$368K - $392K
|
242K
$4.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.1K+ 51.69% |
$320K - $341K
|
53K
$943K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
15KNew |
$266K - $284K
|
15K
$267K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.3KNew |
$236K - $252K
|
13.3K
$237K
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.8KNew |
$191K - $204K
|
10.8K
$192K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.2K+ 5.5% |
$181K - $193K
|
196K
$3.48M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.53K+ 15.68% |
$169K - $180K
|
70.3K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
8.54K+ 16.85% |
$151K - $161K
|
59.2K
$1.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
7.16K+ 54.69% |
$127K - $135K
|
20.2K
$360K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.99K+ 2.1% |
$124K - $132K
|
341K
$6.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.2K+ 4.15% |
$110K - $117K
|
156K
$2.77M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
5.73K+ 3.29% |
$101K - $108K
|
180K
$3.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.63K+ 1.83% |
$64.4K - $68.7K
|
203K
$3.61M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.18K+ 13.79% |
$56.3K - $60.1K
|
26.2K
$467K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2K+ 12.88% |
$35.4K - $37.8K
|
17.5K
$312K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
1.72K+ 4.48% |
$30.4K - $32.4K
|
40K
$712K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1KNew |
$17.7K - $18.9K
|
1K
$17.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
924+ 92400.0% |
$16.4K - $17.5K
|
925
$16.5K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
783+ 0.69% |
$13.9K - $14.8K
|
114K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
744+ 27.12% |
$13.2K - $14.1K
|
3.49K
$62.1K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
679+ 2.08% |
$12K - $12.8K
|
33.4K
$594K
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
673+ 1.74% |
$11.9K - $12.7K
|
39.3K
$700K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
635+ 9.55% |
$11.3K - $12K
|
7.29K
$130K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
600+ 8.72% |
$10.6K - $11.3K
|
7.48K
$133K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
500+ 1.81% |
$8.86K - $9.46K
|
28.2K
$501K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
398+ 5685.71% |
$7.05K - $7.53K
|
405
$7.21K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
356+ 2.1% |
$6.31K - $6.73K
|
17.3K
$308K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
257+ 1.18% |
$4.55K - $4.86K
|
22K
$392K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
244+ 0.47% |
$4.32K - $4.61K
|
52.5K
$934K
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
219+ 1.09% |
$3.88K - $4.14K
|
20.4K
$362K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
199+ 1.54% |
$3.53K - $3.76K
|
13.1K
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
184New |
$3.26K - $3.48K
|
184
$3.28K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
171+ 0.47% |
$3.03K - $3.23K
|
36.9K
$657K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
153New |
$2.71K - $2.89K
|
153
$2.72K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
118+ 0.59% |
$2.09K - $2.23K
|
20.3K
$361K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
112+ 0.37% |
$1.98K - $2.12K
|
30.2K
$538K
|