Purchases and Sales Made in Q4 2023 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q4 2023. 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, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
999+ 7.85% |
$12.5K - $15.2K
|
13.7K
$243K
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
883+ 8.35% |
$11.1K - $13.4K
|
11.5K
$203K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
854+ 8.54% |
$10.7K - $13K
|
10.9K
$192K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
750+ 0.97% |
$9.41K - $11.4K
|
77.7K
$1.38M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
668+ 1.95% |
$8.38K - $10.1K
|
34.8K
$617K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
643New |
$8.06K - $9.75K
|
643
$11.4K
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
572+ 1.49% |
$7.17K - $8.68K
|
39.1K
$692K
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
568+ 4.38% |
$7.12K - $8.62K
|
13.5K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
515New |
$6.46K - $7.81K
|
515
$9.12K
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
408+ 1.11% |
$5.12K - $6.19K
|
37.2K
$659K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
339+ 1.99% |
$4.25K - $5.14K
|
17.4K
$307K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
314+ 2.1% |
$3.94K - $4.76K
|
15.3K
$271K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
256+ 1.58% |
$3.21K - $3.88K
|
16.4K
$291K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
211+ 1.14% |
$2.65K - $3.2K
|
18.7K
$331K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
119+ 1.12% |
$1.49K - $1.81K
|
10.8K
$191K
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
100+ 0.07% |
$1.25K - $1.52K
|
153K
$2.71M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
74+ 0.7% |
$928 - $1.12K
|
10.6K
$189K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
65+ 1.12% |
$815 - $986
|
5.87K
$104K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
57+ 0.32% |
$715 - $865
|
18K
$319K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.33% |
$627 - $759
|
15.4K
$272K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.58% |
$314 - $379
|
4.36K
$77.2K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
17New |
$213 - $258
|
17
$301
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 2.31% |
$87.8 - $106
|
310
$5.49K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$12.5 - $15.2
|
1.74K
$30.8K
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10- 0.06% |
$125 - $152
|
15.7K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 0.78% |
$1.25K - $1.52K
|
12.7K
$225K
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.41% |
$1.25K - $1.52K
|
24.2K
$429K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-162- 1.0% |
$2.03K - $2.46K
|
16.1K
$285K
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-182- 1.09% |
$2.28K - $2.76K
|
16.5K
$292K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-400- 12.46% |
$5.02K - $6.07K
|
2.81K
$49.8K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-430- 0.44% |
$5.39K - $6.52K
|
97.2K
$1.72M
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-500- 12.5% |
$6.27K - $7.59K
|
3.5K
$62K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-512- 3.31% |
$6.42K - $7.77K
|
15K
$265K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-600- 2.41% |
$7.52K - $9.1K
|
24.3K
$430K
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-791- 4.74% |
$9.92K - $12K
|
15.9K
$282K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-900- 0.48% |
$11.3K - $13.7K
|
186K
$3.3M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-900- 1.93% |
$11.3K - $13.7K
|
45.7K
$810K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-922- 4.74% |
$11.6K - $14K
|
18.5K
$328K
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-935- 3.94% |
$11.7K - $14.2K
|
22.8K
$404K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1K- 4.76% |
$12.5K - $15.2K
|
20K
$355K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 4.28% |
$12.5K - $15.2K
|
22.4K
$396K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.19K- 3.26% |
$14.9K - $18K
|
35.2K
$623K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.36K- 0.97% |
$17K - $20.6K
|
139K
$2.46M
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.42K- 3.28% |
$17.8K - $21.5K
|
41.9K
$741K
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2K- 3.77% |
$25.1K - $30.3K
|
51K
$903K
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-2.38K- 13.6% |
$29.8K - $36.1K
|
15.1K
$267K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.39K- 1.3% |
$30K - $36.2K
|
181K
$3.2M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3K- 10.63% |
$37.6K - $45.5K
|
25.2K
$447K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.77K- 6.45% |
$47.3K - $57.2K
|
54.7K
$968K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.41K- 8.65% |
$55.3K - $66.9K
|
46.6K
$825K
|