Purchases and Sales Made in Q3 2022 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q3 2022. 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 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
423K+ 409.1% |
$5.25M - $6.74M
|
526K
$9.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
410K+ 9.84% |
$5.09M - $6.54M
|
4.58M
$81.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
277K+ 25.17% |
$3.43M - $4.41M
|
1.38M
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 5.61% |
$1.29M - $1.66M
|
1.96M
$34.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.2K+ 2.73% |
$1.19M - $1.53M
|
3.62M
$64.5M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
94.4K+ 128.03% |
$1.17M - $1.5M
|
168K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.5KNew |
$799K - $1.03M
|
64.5K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.7K+ 4.37% |
$790K - $1.02M
|
1.52M
$27.1M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.7KNew |
$555K - $713K
|
44.7K
$796K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.7K+ 28.83% |
$555K - $713K
|
200K
$3.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
34.4K+ 100.38% |
$427K - $549K
|
68.7K
$1.22M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
27.7K+ 8.74% |
$344K - $442K
|
345K
$6.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
26.4KNew |
$328K - $421K
|
26.4K
$470K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.1K+ 75.51% |
$250K - $321K
|
46.8K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.6K+ 7.61% |
$231K - $297K
|
263K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.9K+ 3.68% |
$185K - $238K
|
421K
$7.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.4K+ 3.44% |
$166K - $213K
|
402K
$7.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.9K+ 5.61% |
$160K - $206K
|
243K
$4.33M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.9K+ 1.58% |
$148K - $190K
|
764K
$13.6M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.3KNew |
$140K - $180K
|
11.3K
$201K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11KNew |
$136K - $175K
|
11K
$196K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.8KNew |
$134K - $173K
|
10.8K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$133K - $171K
|
10.8K
$191K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.2KNew |
$126K - $163K
|
10.2K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2KNew |
$126K - $162K
|
10.2K
$181K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10.1KNew |
$125K - $160K
|
10.1K
$179K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10KNew |
$124K - $159K
|
10K
$178K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
8.75K+ 50.22% |
$109K - $139K
|
26.2K
$466K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.61KNew |
$94.4K - $121K
|
7.61K
$136K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.92K+ 22.8% |
$85.8K - $110K
|
37.3K
$664K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.88KNew |
$85.3K - $110K
|
6.88K
$122K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.29K+ 6.72% |
$78K - $100K
|
99.9K
$1.78M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.35K+ 3.75% |
$66.4K - $85.3K
|
148K
$2.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.84K+ 47.69% |
$60K - $77.2K
|
15K
$267K
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
4K+ 19.61% |
$49.6K - $63.8K
|
24.4K
$434K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.88K+ 61.02% |
$48.1K - $61.8K
|
10.2K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.66K+ 5.91% |
$45.3K - $58.3K
|
65.5K
$1.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.26K+ 1.74% |
$40.4K - $52K
|
190K
$3.39M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.04K+ 1.3% |
$37.7K - $48.5K
|
238K
$4.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.01K+ 12.64% |
$37.4K - $48K
|
26.9K
$478K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3KNew |
$37.2K - $47.8K
|
3K
$53.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 10.27% |
$35.1K - $45.2K
|
30.4K
$541K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.75KNew |
$34K - $43.8K
|
2.75K
$48.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 3.17% |
$32.8K - $42.2K
|
86.1K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.52K+ 5.72% |
$31.2K - $40.1K
|
46.5K
$828K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.4KNew |
$29.8K - $38.3K
|
2.4K
$42.7K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
2.2KNew |
$27.2K - $35K
|
2.2K
$39.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.83K+ 10.29% |
$22.7K - $29.2K
|
19.6K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.7K+ 2.74% |
$21.1K - $27.1K
|
63.6K
$1.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 5.31% |
$20.1K - $25.8K
|
32.1K
$571K
|