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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
96+ 1.68% |
$1.7K - $1.82K
|
5.81K
$94.6K
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
40+ 0.37% |
$709 - $756
|
10.8K
$176K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
15+ 0.8% |
$266 - $284
|
1.9K
$30.9K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$177 - $189
|
12.2K
$198K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.58% |
$70.9 - $75.6
|
257
$4.18K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$17.7 - $18.9
|
6K
$97.6K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22- 0.18% |
$390 - $416
|
12.1K
$198K
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-81Closed |
$1.44K - $1.53K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-96- 0.86% |
$1.7K - $1.82K
|
11.1K
$180K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-118- 2.78% |
$2.09K - $2.23K
|
4.13K
$67.2K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 5.49% |
$3.54K - $3.78K
|
3.45K
$56.1K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-209Closed |
$3.7K - $3.95K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-217- 1.15% |
$3.85K - $4.1K
|
18.6K
$303K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-218- 1.62% |
$3.86K - $4.12K
|
13.3K
$216K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-250- 1.33% |
$4.43K - $4.73K
|
18.6K
$303K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-288- 0.82% |
$5.1K - $5.45K
|
34.9K
$569K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-325- 1.37% |
$5.76K - $6.15K
|
23.4K
$381K
|
|
Oct 26, 2021
Q3 2021
|
Smh Capital Advisors Inc
|
SELL
|
- |
-464- 2.53% |
$8.22K - $8.77K
|
17.9K
$291K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-548- 1.68% |
$9.71K - $10.4K
|
32.2K
$523K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-761- 5.35% |
$13.5K - $14.4K
|
13.5K
$219K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-829- 1.11% |
$14.7K - $15.7K
|
74.1K
$1.2M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-896- 13.12% |
$15.9K - $16.9K
|
5.93K
$96.5K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-900- 0.98% |
$15.9K - $17K
|
91.4K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-951- 5.74% |
$16.9K - $18K
|
15.6K
$254K
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1KClosed |
$17.7K - $18.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.08K- 2.38% |
$19.1K - $20.4K
|
44.2K
$720K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.11K- 2.0% |
$19.7K - $21K
|
54.5K
$887K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.19K- 6.27% |
$21K - $22.4K
|
17.7K
$289K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 4.04% |
$21.6K - $23.1K
|
29K
$472K
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.36K- 2.68% |
$24K - $25.7K
|
49.3K
$802K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.42K- 6.08% |
$25.2K - $26.9K
|
22K
$358K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.45K- 2.48% |
$25.7K - $27.5K
|
57.1K
$929K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.74K- 0.37% |
$30.9K - $33K
|
474K
$7.71M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.83K- 0.92% |
$32.5K - $34.7K
|
198K
$3.21M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.8KClosed |
$49.6K - $52.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.97K- 2.7% |
$52.7K - $56.2K
|
107K
$1.75M
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3KClosed |
$53.2K - $56.7K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.35K- 27.53% |
$59.3K - $63.3K
|
8.82K
$143K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.55K- 12.18% |
$62.9K - $67.1K
|
25.6K
$416K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$70.9K - $75.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.26K- 11.28% |
$75.5K - $80.5K
|
33.5K
$545K
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.92K- 29.56% |
$123K - $131K
|
16.5K
$268K
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-7.1K- 17.82% |
$126K - $134K
|
32.7K
$533K
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-7.17K- 4.09% |
$127K - $136K
|
168K
$2.74M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.23K- 34.59% |
$128K - $137K
|
13.7K
$222K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.6K- 4.77% |
$170K - $182K
|
192K
$3.12M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.63K- 4.81% |
$171K - $182K
|
190K
$3.1M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$183K - $195K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-11.7KClosed |
$208K - $222K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.3K- 1.54% |
$288K - $308K
|
1.04M
$17M
|