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 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.05K+ 6.9% |
$12.8K - $15.3K
|
16.2K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1K+ 4.2% |
$12.2K - $14.6K
|
24.8K
$403K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
992+ 2.34% |
$12.1K - $14.5K
|
43.4K
$707K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
965New |
$11.8K - $14.1K
|
965
$15.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
895+ 0.17% |
$10.9K - $13.1K
|
527K
$8.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
738+ 2.06% |
$9K - $10.8K
|
36.6K
$595K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
535+ 1.25% |
$6.53K - $7.82K
|
43.4K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
485+ 2.02% |
$5.92K - $7.09K
|
24.5K
$398K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
415+ 3.66% |
$5.06K - $6.07K
|
11.8K
$191K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
376+ 0.9% |
$4.59K - $5.5K
|
42.1K
$684K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
312New |
$3.81K - $4.56K
|
312
$5.08K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
253+ 1.18% |
$3.09K - $3.7K
|
21.8K
$354K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
228+ 0.72% |
$2.78K - $3.33K
|
31.8K
$517K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
201+ 1.86% |
$2.45K - $2.94K
|
11K
$179K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
197+ 1.11% |
$2.4K - $2.88K
|
17.9K
$291K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
171New |
$2.09K - $2.5K
|
171
$2.78K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
170+ 0.56% |
$2.07K - $2.49K
|
30.5K
$497K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
146+ 2.34% |
$1.78K - $2.13K
|
6.38K
$104K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$927 - $1.11K
|
76
$1.24K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
72+ 0.64% |
$878 - $1.05K
|
11.4K
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
15+ 1.46% |
$183 - $219
|
1.04K
$17K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.23% |
$110 - $132
|
3.97K
$64.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 2.52% |
$85.4 - $102
|
285
$4.64K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-49- 0.45% |
$598 - $716
|
10.8K
$175K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-57- 0.77% |
$695 - $833
|
7.31K
$119K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-209- 0.76% |
$2.55K - $3.06K
|
27.1K
$441K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-300- 1.35% |
$3.66K - $4.39K
|
21.9K
$356K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-329- 0.9% |
$4.01K - $4.81K
|
36.2K
$589K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-350- 12.82% |
$4.27K - $5.12K
|
2.38K
$38.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-375- 0.3% |
$4.58K - $5.48K
|
124K
$2.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-520- 0.22% |
$6.34K - $7.6K
|
237K
$3.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-568- 2.89% |
$6.93K - $8.3K
|
19.1K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-569- 1.48% |
$6.94K - $8.32K
|
37.9K
$617K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.55% |
$13K - $15.6K
|
67.6K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.45K- 0.97% |
$17.7K - $21.2K
|
148K
$2.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.48K- 45.76% |
$18.1K - $21.6K
|
1.75K
$28.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 0.36% |
$18.4K - $22K
|
419K
$6.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.52K- 24.72% |
$18.5K - $22.2K
|
4.62K
$75.2K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.58K- 5.3% |
$19.3K - $23.1K
|
28.2K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 1.88% |
$19.8K - $23.7K
|
84.5K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.63K- 10.89% |
$19.9K - $23.9K
|
13.4K
$217K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.65K- 18.67% |
$20.1K - $24.1K
|
7.19K
$117K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.83K- 6.4% |
$22.4K - $26.8K
|
26.8K
$436K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.34K- 1.23% |
$28.6K - $34.3K
|
188K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-2.89K- 18.22% |
$35.2K - $42.2K
|
13K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.28K- 8.78% |
$40K - $47.9K
|
34K
$553K
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.32K- 11.64% |
$40.4K - $48.5K
|
25.2K
$409K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.8K- 5.8% |
$46.4K - $55.6K
|
61.7K
$1M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.62K- 8.64% |
$56.4K - $67.6K
|
48.9K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.95K- 18.42% |
$60.3K - $72.3K
|
21.9K
$356K
|