Purchases and Sales Made in Q4 2021 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
709KNew |
$12.4M - $13.9M
|
709K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
271KNew |
$4.75M - $5.3M
|
271K
$4.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 4.38% |
$2.68M - $2.99M
|
3.65M
$66.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
83.5KNew |
$1.46M - $1.63M
|
83.5K
$1.52M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
55.9KNew |
$980K - $1.09M
|
55.9K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.7K+ 2.87% |
$853K - $952K
|
1.75M
$31.8M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.4KNew |
$847K - $946K
|
48.4K
$881K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
47.8K+ 80.75% |
$837K - $934K
|
107K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
47.5K+ 8.13% |
$831K - $928K
|
631K
$11.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.8K+ 4.0% |
$766K - $856K
|
1.14M
$20.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
40.7K+ 306.35% |
$712K - $795K
|
53.9K
$982K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
38.3KNew |
$670K - $748K
|
38.3K
$697K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
37.4KNew |
$655K - $732K
|
37.4K
$682K
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
36.9KNew |
$646K - $722K
|
36.9K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.8K+ 7.77% |
$645K - $720K
|
511K
$9.3M
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
30.5K+ 272.35% |
$534K - $596K
|
41.7K
$759K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$517K - $577K
|
29.5K
$537K
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
24KNew |
$420K - $469K
|
24K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.5KNew |
$289K - $323K
|
16.5K
$301K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$288K - $322K
|
16.5K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
16.1KNew |
$282K - $315K
|
16.1K
$293K
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
16KNew |
$280K - $313K
|
16K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.8KNew |
$242K - $271K
|
13.8K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$214K - $239K
|
12.2K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.3K+ 7.27% |
$198K - $221K
|
167K
$3.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.28K+ 2.41% |
$162K - $181K
|
395K
$7.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.5KNew |
$131K - $147K
|
7.5K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
6.37KNew |
$111K - $124K
|
6.37K
$116K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.41KNew |
$94.7K - $106K
|
5.41K
$98.5K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.87K+ 19.05% |
$85.3K - $95.3K
|
30.5K
$555K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.85KNew |
$84.9K - $94.8K
|
4.85K
$88.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
4.71K+ 2.62% |
$82.5K - $92.2K
|
185K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.4K+ 2.25% |
$77.1K - $86K
|
200K
$3.64M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.08K+ 10.8% |
$71.5K - $79.8K
|
41.9K
$763K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
4KNew |
$70K - $78.2K
|
4K
$72.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.92K+ 2.05% |
$68.7K - $76.7K
|
196K
$3.56M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
3.9KNew |
$68.3K - $76.2K
|
3.9K
$71K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.78K+ 409.08% |
$66.3K - $74K
|
4.71K
$85.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 20.92% |
$64.9K - $72.5K
|
21.4K
$390K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.95K+ 10.17% |
$51.7K - $57.7K
|
31.9K
$582K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.95K+ 1.49% |
$51.6K - $57.6K
|
201K
$3.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.91K+ 15.52% |
$50.9K - $56.8K
|
21.6K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.73KNew |
$47.8K - $53.4K
|
2.73K
$49.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.51KNew |
$44K - $49.1K
|
2.51K
$45.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 6.67% |
$40.8K - $45.6K
|
37.3K
$679K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.32KNew |
$40.7K - $45.4K
|
2.32K
$42.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.15K+ 0.67% |
$37.6K - $42K
|
325K
$5.91M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$21.9K - $24.4K
|
1.25K
$22.8K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$19.3K - $21.5K
|
1.1K
$20K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.01K+ 0.94% |
$17.7K - $19.8K
|
108K
$1.97M
|