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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-2.76K- 10.14% |
$43.3K - $48.3K
|
24.5K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-2.89K- 85.26% |
$45.4K - $50.7K
|
500
$9.07K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.9K- 6.51% |
$45.6K - $50.8K
|
41.7K
$756K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.79K- 10.58% |
$59.5K - $66.3K
|
32K
$580K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.14K- 2.47% |
$65K - $72.5K
|
163K
$2.96M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.18K- 17.4% |
$65.6K - $73.2K
|
19.8K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.25K- 2.24% |
$66.7K - $74.4K
|
185K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-4.4K- 15.49% |
$69.1K - $77K
|
24K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.26K- 1.89% |
$82.7K - $92.2K
|
274K
$4.97M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.55K- 18.09% |
$87.2K - $97.2K
|
25.1K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.7K- 2.19% |
$89.5K - $99.7K
|
255K
$4.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-6.02K- 3.96% |
$94.6K - $105K
|
146K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.22K- 4.47% |
$97.8K - $109K
|
133K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.75K- 3.38% |
$137K - $153K
|
250K
$4.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-11K- 21.57% |
$173K - $193K
|
40K
$726K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.2K- 7.46% |
$223K - $249K
|
176K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.1K- 58.71% |
$253K - $283K
|
11.3K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-21.7K- 4.29% |
$341K - $380K
|
485K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28.5K- 16.44% |
$448K - $500K
|
145K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-30.3K- 33.75% |
$476K - $531K
|
59.5K
$1.08M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.7K- 23.98% |
$529K - $589K
|
107K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.6K- 3.27% |
$621K - $693K
|
1.17M
$21.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 97.0% |
$1.74M - $1.94M
|
3.43K
$62.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 97.0% |
$1.74M - $1.94M
|
3.43K
$62.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-118K- 23.35% |
$1.85M - $2.06M
|
386K
$7M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-195K- 94.12% |
$3.07M - $3.42M
|
12.2K
$221K
|