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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.54K+ 12.56% |
$19.1K - $24.5K
|
13.8K
$224K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$18.6K - $23.9K
|
1.5K
$24.4K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.17K+ 5.75% |
$14.5K - $18.6K
|
21.5K
$350K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.01K+ 0.16% |
$12.5K - $16.1K
|
615K
$10M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1K+ 3.47% |
$12.4K - $15.9K
|
29.8K
$485K
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
893+ 2.15% |
$11.1K - $14.2K
|
42.4K
$690K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
852+ 2.24% |
$10.6K - $13.6K
|
38.8K
$632K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
825New |
$10.2K - $13.2K
|
825
$13.4K
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
663+ 1.88% |
$8.22K - $10.6K
|
35.8K
$583K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
619+ 2.32% |
$7.68K - $9.87K
|
27.3K
$445K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
500+ 45.45% |
$6.2K - $7.97K
|
1.6K
$26K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
453+ 21.31% |
$5.62K - $7.22K
|
2.58K
$42K
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
BUY
|
- |
444+ 1.05% |
$5.51K - $7.08K
|
42.9K
$698K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
420+ 6.05% |
$5.21K - $6.69K
|
7.36K
$120K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
237New |
$2.94K - $3.78K
|
237
$3.86K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
207+ 0.66% |
$2.57K - $3.3K
|
31.5K
$513K
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
196New |
$2.43K - $3.12K
|
196
$3.19K
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
178+ 1.02% |
$2.21K - $2.84K
|
17.7K
$288K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
153+ 0.51% |
$1.9K - $2.44K
|
30.4K
$494K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
131+ 2.15% |
$1.62K - $2.09K
|
6.24K
$101K
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.21% |
$744 - $956
|
28.5K
$463K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
51+ 0.29% |
$632 - $813
|
17.7K
$288K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 0.52% |
$397 - $510
|
6.14K
$99.9K
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
21+ 2.08% |
$260 - $335
|
1.03K
$16.7K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 2.21% |
$74.4 - $95.6
|
278
$4.52K
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.42% |
$1.24K - $1.59K
|
23.8K
$387K
|
|
Nov 02, 2022
Q3 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-121- 0.5% |
$1.5K - $1.93K
|
24K
$390K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-250- 0.33% |
$3.1K - $3.99K
|
75.6K
$1.23M
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-276- 1.07% |
$3.42K - $4.4K
|
25.5K
$416K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-311- 0.88% |
$3.86K - $4.96K
|
34.9K
$568K
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-316- 0.86% |
$3.92K - $5.04K
|
36.5K
$595K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-328- 16.5% |
$4.07K - $5.23K
|
1.66K
$27K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-340- 1.51% |
$4.22K - $5.42K
|
22.2K
$361K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 0.32% |
$4.96K - $6.38K
|
124K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-757- 4.75% |
$9.39K - $12.1K
|
15.2K
$247K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-765- 2.6% |
$9.49K - $12.2K
|
28.6K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-893- 7.19% |
$11.1K - $14.2K
|
11.5K
$188K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-909- 0.34% |
$11.3K - $14.5K
|
268K
$4.36M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 1.15% |
$15.8K - $20.3K
|
110K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.34K- 0.88% |
$16.6K - $21.3K
|
150K
$2.43M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.34K- 7.69% |
$16.7K - $21.4K
|
16.1K
$262K
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.48K- 2.69% |
$18.4K - $23.6K
|
53.5K
$871K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.06K- 0.96% |
$25.6K - $32.9K
|
213K
$3.47M
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
SELL
|
- |
-2.18K- 5.64% |
$27K - $34.8K
|
36.5K
$593K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.65K- 19.48% |
$32.8K - $42.2K
|
10.9K
$178K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-3.21K- 17.25% |
$39.8K - $51.2K
|
15.4K
$251K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.29K- 2.79% |
$40.7K - $52.4K
|
114K
$1.86M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.49K- 1.15% |
$43.3K - $55.6K
|
299K
$4.86M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.77K- 12.62% |
$46.8K - $60.1K
|
26.1K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.05K- 2.65% |
$75K - $96.5K
|
222K
$3.61M
|