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 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1K+ 5.7% |
$17.5K - $19.6K
|
18.5K
$339K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
900+ 2.8% |
$15.8K - $17.6K
|
33.1K
$604K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
850New |
$14.9K - $16.6K
|
850
$15.5K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
800+ 1.81% |
$14K - $15.6K
|
45K
$823K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
785+ 6.47% |
$13.7K - $15.3K
|
12.9K
$236K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
691+ 0.93% |
$12.1K - $13.5K
|
74.7K
$1.37M
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
657+ 1.67% |
$11.5K - $12.8K
|
40K
$730K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
632New |
$11.1K - $12.4K
|
632
$11.6K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
600+ 8.72% |
$10.5K - $11.7K
|
7.48K
$137K
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
595+ 2.92% |
$10.4K - $11.6K
|
20.9K
$383K
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
565+ 3.16% |
$9.89K - $11K
|
18.5K
$337K
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
500New |
$8.76K - $9.78K
|
500
$9.14K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
485+ 1.45% |
$8.49K - $9.48K
|
34K
$621K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
384+ 1.74% |
$6.72K - $7.51K
|
22.4K
$409K
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
361+ 2.09% |
$6.32K - $7.06K
|
17.7K
$323K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
299New |
$5.24K - $5.85K
|
299
$5.47K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
266New |
$4.66K - $5.2K
|
266
$4.86K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
252+ 0.96% |
$4.41K - $4.93K
|
26.5K
$484K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
200New |
$3.5K - $3.91K
|
200
$3.66K
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
132+ 0.24% |
$2.31K - $2.58K
|
54.7K
$999K
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
102+ 0.94% |
$1.79K - $1.99K
|
10.9K
$200K
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
95+ 1.63% |
$1.66K - $1.86K
|
5.91K
$108K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
88+ 1.0% |
$1.54K - $1.72K
|
8.91K
$163K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
62+ 0.31% |
$1.09K - $1.21K
|
20.3K
$372K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
42New |
$735 - $821
|
42
$768
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41+ 0.69% |
$718 - $802
|
5.97K
$109K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$193 - $215
|
12.2K
$223K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$140 - $156
|
8
$146
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 1.95% |
$87.6 - $97.8
|
262
$4.79K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3New |
$52.5 - $58.7
|
3
$54.8
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.03% |
$52.5 - $58.7
|
11.1K
$202K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- -0.0% |
$17.5 - $19.6
|
32.4K
$592K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-69- 0.29% |
$1.21K - $1.35K
|
23.4K
$427K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-82- 0.63% |
$1.44K - $1.6K
|
13K
$238K
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-88- 0.43% |
$1.54K - $1.72K
|
20.2K
$369K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-153Closed |
$2.68K - $2.99K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-184Closed |
$3.22K - $3.6K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-270Closed |
$4.73K - $5.28K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-287- 0.95% |
$5.03K - $5.61K
|
29.9K
$547K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-405Closed |
$7.09K - $7.92K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-422- 1.5% |
$7.39K - $8.25K
|
27.8K
$507K
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-501- 2.69% |
$8.77K - $9.79K
|
18.1K
$331K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-628Closed |
$11K - $12.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-668- 4.28% |
$11.7K - $13.1K
|
14.9K
$273K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-743- 5.52% |
$13K - $14.5K
|
12.7K
$232K
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-750- 0.82% |
$13.1K - $14.7K
|
90.6K
$1.66M
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-766- 4.31% |
$13.4K - $15K
|
17K
$311K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-794- 3.61% |
$13.9K - $15.5K
|
21.2K
$387K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-831- 2.25% |
$14.6K - $16.2K
|
36.1K
$659K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.37K- 3.55% |
$24K - $26.8K
|
37.2K
$680K
|