Purchases and Sales Made in Q4 2022 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
157K+ 8.01% |
$1.91M - $2.29M
|
2.12M
$38.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 3.96% |
$1.75M - $2.1M
|
3.77M
$68.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
143K+ 25.0% |
$1.74M - $2.09M
|
714K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
85.8K+ 28.72% |
$1.05M - $1.25M
|
385K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
59KNew |
$720K - $863K
|
59K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.7K+ 3.46% |
$582K - $697K
|
1.42M
$25.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.9K+ 6.33% |
$475K - $569K
|
654K
$11.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36.9KNew |
$450K - $540K
|
36.9K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36K+ 8.95% |
$439K - $526K
|
438K
$7.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
33.6K+ 26.35% |
$410K - $491K
|
161K
$2.93M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.1KNew |
$319K - $382K
|
26.1K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.8KNew |
$302K - $362K
|
24.8K
$451K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21.9KNew |
$267K - $320K
|
21.9K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
19.9KNew |
$242K - $290K
|
19.9K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 7.39% |
$237K - $285K
|
283K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
17.9KNew |
$218K - $262K
|
17.9K
$326K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.8KNew |
$217K - $260K
|
17.8K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
17.2KNew |
$209K - $251K
|
17.2K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9KNew |
$158K - $189K
|
12.9K
$235K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.4KNew |
$151K - $181K
|
12.4K
$225K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
12.3KNew |
$150K - $180K
|
12.3K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.3KNew |
$150K - $180K
|
12.3K
$224K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.2K+ 47.34% |
$149K - $178K
|
37.9K
$691K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 5.43% |
$147K - $176K
|
234K
$4.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$143K - $172K
|
11.8K
$214K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.6KNew |
$141K - $169K
|
11.6K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
11.4KNew |
$139K - $167K
|
11.4K
$208K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.2K+ 1.46% |
$136K - $163K
|
776K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
10.8KNew |
$132K - $158K
|
10.8K
$197K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.1KNew |
$123K - $148K
|
10.1K
$184K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.09K+ 26.01% |
$111K - $133K
|
44K
$801K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.72K+ 19.89% |
$94.2K - $113K
|
46.6K
$848K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.53K+ 29.46% |
$91.8K - $110K
|
33.1K
$602K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.83K+ 2.81% |
$83.3K - $99.9K
|
250K
$4.55M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.39K+ 5.81% |
$78K - $93.4K
|
116K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.2K+ 12.55% |
$75.7K - $90.7K
|
55.6K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.04K+ 55.17% |
$73.6K - $88.2K
|
17K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.83K+ 10.37% |
$58.9K - $70.6K
|
51.4K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.65KNew |
$56.8K - $68K
|
4.65K
$84.7K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.31K+ 26.7% |
$52.5K - $62.9K
|
20.4K
$372K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
4K+ 16.39% |
$48.8K - $58.5K
|
28.4K
$517K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.9K+ 5.16% |
$47.6K - $57K
|
79.5K
$1.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$43.9K - $52.6K
|
3.6K
$65.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91KNew |
$35.5K - $42.6K
|
2.91K
$53K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.62K+ 2.62% |
$31.9K - $38.3K
|
103K
$1.87M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.61K+ 1.33% |
$31.8K - $38.1K
|
199K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.48KNew |
$30.3K - $36.3K
|
2.48K
$45.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.07KNew |
$25.3K - $30.3K
|
2.07K
$37.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.82KNew |
$22.2K - $26.7K
|
1.82K
$33.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.15K+ 2.57% |
$14K - $16.8K
|
45.9K
$836K
|