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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-5.35K- 22.65% |
$65.2K - $78.1K
|
18.3K
$333K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-6.26K- 6.23% |
$76.3K - $91.5K
|
94.2K
$1.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.64K- 1.87% |
$81K - $97.1K
|
349K
$6.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.28K- 22.69% |
$88.8K - $106K
|
24.8K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.72K- 7.63% |
$106K - $127K
|
106K
$1.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.72K- 3.63% |
$119K - $142K
|
258K
$4.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-12.9K- 35.42% |
$158K - $189K
|
23.5K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.5K- 0.89% |
$165K - $198K
|
1.51M
$27.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.4K- 50.69% |
$188K - $225K
|
15K
$274K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.7K- 33.65% |
$192K - $230K
|
31K
$566K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.1K- 50.0% |
$208K - $250K
|
17.1K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-19.3K- 53.66% |
$236K - $282K
|
16.7K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21K- 9.85% |
$256K - $307K
|
192K
$3.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23K- 0.5% |
$281K - $336K
|
4.54M
$82.9M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-24K- 14.29% |
$293K - $351K
|
144K
$2.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-27.2K- 18.38% |
$332K - $398K
|
121K
$2.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.3K- 14.67% |
$358K - $429K
|
171K
$3.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-46.2K- 1.01% |
$563K - $675K
|
4.53M
$82.6M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-73.7K- 21.36% |
$899K - $1.08M
|
271K
$4.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-74.6K- 6.46% |
$910K - $1.09M
|
1.08M
$19.7M
|