Purchases and Sales Made in Q4 2024 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.13MNew |
$36.6M - $39.4M
|
2.13M
$38.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
205K+ 1679.71% |
$3.51M - $3.78M
|
217K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155K+ 5.18% |
$2.66M - $2.86M
|
3.15M
$56.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
147K+ 14.66% |
$2.52M - $2.71M
|
1.15M
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 3.06% |
$2.21M - $2.38M
|
4.35M
$78.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123K+ 22.32% |
$2.11M - $2.27M
|
675K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
51.4KNew |
$881K - $948K
|
51.4K
$924K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46.8K+ 154.34% |
$802K - $863K
|
77.1K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44.7KNew |
$767K - $825K
|
44.7K
$804K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.3K+ 12.54% |
$589K - $633K
|
308K
$5.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
34.2K+ 64.47% |
$586K - $631K
|
87.3K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.7K+ 147.13% |
$578K - $622K
|
56.7K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.9K+ 12.75% |
$546K - $588K
|
282K
$5.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.1K+ 6.79% |
$499K - $537K
|
458K
$8.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
28.6KNew |
$490K - $527K
|
28.6K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 0.65% |
$465K - $500K
|
4.18M
$75.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
26.8KNew |
$460K - $494K
|
26.8K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25.2KNew |
$433K - $466K
|
25.2K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
25.2KNew |
$431K - $464K
|
25.2K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
23.9K+ 7.09% |
$409K - $440K
|
361K
$6.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 2.63% |
$401K - $431K
|
911K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23.3KNew |
$400K - $430K
|
23.3K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
22.7KNew |
$389K - $418K
|
22.7K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.8KNew |
$322K - $346K
|
18.8K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
18K+ 1.9% |
$308K - $331K
|
964K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
17.9KNew |
$307K - $330K
|
17.9K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
17.6K+ 8.46% |
$302K - $325K
|
226K
$4.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.2KNew |
$296K - $318K
|
17.2K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 12.49% |
$262K - $282K
|
138K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 8.34% |
$233K - $251K
|
177K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13.4K+ 2.77% |
$230K - $248K
|
498K
$8.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
12.8K+ 1.72% |
$219K - $235K
|
754K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12KNew |
$205K - $221K
|
12K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6K+ 34.96% |
$198K - $213K
|
44.7K
$803K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$187K - $201K
|
10.9K
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.3KNew |
$177K - $191K
|
10.3K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.6K+ 14.32% |
$165K - $177K
|
76.7K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.37K+ 16.65% |
$161K - $173K
|
65.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.26KNew |
$142K - $152K
|
8.26K
$149K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.74K+ 3.67% |
$116K - $124K
|
190K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.11K+ 0.34% |
$105K - $113K
|
1.78M
$32M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.45K+ 19.91% |
$93.4K - $100K
|
32.8K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.19K+ 27.99% |
$88.9K - $95.6K
|
23.7K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.13KNew |
$87.8K - $94.5K
|
5.13K
$92.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.61K+ 1.19% |
$79K - $85K
|
391K
$7.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.95K+ 3.7% |
$67.7K - $72.8K
|
111K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.57K+ 0.98% |
$61.1K - $65.7K
|
366K
$6.58M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 2.32% |
$52.8K - $56.8K
|
136K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.03K+ 0.72% |
$51.9K - $55.8K
|
424K
$7.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 6.24% |
$34.2K - $36.8K
|
34K
$611K
|