Purchases and Sales Made in Q3 2024 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q3 2024. 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 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.32K+ 2.59% |
$20.8K - $23.1K
|
52.4K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 1.31% |
$20.2K - $22.5K
|
99.1K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$17.3K - $19.3K
|
1.1K
$17.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
909+ 8.6% |
$14.3K - $15.9K
|
11.5K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
900+ 7.38% |
$14.1K - $15.8K
|
13.1K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
892+ 1.81% |
$14K - $15.6K
|
50.1K
$815K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
775+ 2.62% |
$12.2K - $13.6K
|
30.3K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
675+ 5.73% |
$10.6K - $11.8K
|
12.5K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
599+ 0.61% |
$9.41K - $10.5K
|
98.7K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
299+ 1.66% |
$4.7K - $5.24K
|
18.3K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
271+ 1.01% |
$4.26K - $4.75K
|
27.2K
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
250+ 0.31% |
$3.93K - $4.38K
|
80K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
217+ 0.64% |
$3.41K - $3.8K
|
34K
$554K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
212+ 1.26% |
$3.33K - $3.71K
|
17K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
187+ 0.44% |
$2.94K - $3.27K
|
43K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
186+ 0.97% |
$2.92K - $3.26K
|
19.3K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148+ 0.65% |
$2.33K - $2.59K
|
22.9K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
115+ 0.32% |
$1.81K - $2.01K
|
36.4K
$592K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 0.92% |
$1.7K - $1.89K
|
11.9K
$194K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
104+ 0.28% |
$1.63K - $1.82K
|
36.8K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
62+ 0.43% |
$974 - $1.09K
|
14.5K
$236K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
60+ 0.23% |
$943 - $1.05K
|
26K
$424K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
51+ 0.32% |
$801 - $893
|
16.2K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
39+ 0.07% |
$613 - $683
|
52.2K
$849K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.08% |
$220 - $245
|
18.6K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.1% |
$204 - $228
|
12.6K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.86% |
$47.1 - $52.5
|
164
$2.67K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$15.7 - $17.5
|
1.74K
$28.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-88- 4.4% |
$1.38K - $1.54K
|
1.91K
$31.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 0.43% |
$1.57K - $1.75K
|
23.3K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-133- 1.2% |
$2.09K - $2.33K
|
10.9K
$178K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-157- 0.57% |
$2.47K - $2.75K
|
27.4K
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-157- 1.01% |
$2.47K - $2.75K
|
15.3K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-200- 0.84% |
$3.14K - $3.5K
|
23.7K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-202- 2.02% |
$3.17K - $3.54K
|
9.8K
$159K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-245- 1.63% |
$3.85K - $4.29K
|
14.8K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-256- 0.75% |
$4.02K - $4.48K
|
33.9K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-288- 1.44% |
$4.52K - $5.04K
|
19.7K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-380- 1.78% |
$5.97K - $6.65K
|
20.9K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-499- 2.18% |
$7.84K - $8.74K
|
22.4K
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-678- 3.63% |
$10.7K - $11.9K
|
18K
$293K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-800- 5.6% |
$12.6K - $14K
|
13.5K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-999- 5.88% |
$15.7K - $17.5K
|
16K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 4.58% |
$15.7K - $17.5K
|
20.9K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.05K- 17.01% |
$16.4K - $18.3K
|
5.1K
$83K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.09K- 1.38% |
$17.2K - $19.1K
|
78K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.26K- 2.08% |
$19.7K - $22K
|
59.1K
$961K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.13K- 1.01% |
$33.4K - $37.3K
|
209K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.25K- 5.42% |
$35.3K - $39.3K
|
39.2K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.45K- 6.2% |
$38.5K - $42.9K
|
37K
$603K
|