Purchases and Sales Made in Q4 2024 in Calamos Strategic Total Return Fund (CSQ)

CSQ Quotes by TradingView

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 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
1.95K
New
$33.4K - $35.9K
1.95K $35K
Feb 04, 2025 Q4 2024
Pointe Capital Management LLC

BUY
 -
1.83K
+ 1.25%
$31.3K - $33.7K
148K $2.66M
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.59K
+ 5.7%
$27.2K - $29.3K
29.4K $529K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
1.5K
+ 6.43%
$25.7K - $27.7K
24.8K $446K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
1.5K
New
$25.7K - $27.7K
1.5K $27K
Feb 13, 2025 Q4 2024
Mariner, LLC

Overland Park, KS
BUY
 -
1.4K
+ 1.41%
$24K - $25.8K
100K $1.81M
Feb 07, 2025 Q4 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.12K
+ 8.86%
$19.1K - $20.6K
13.7K $247K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
1.11K
New
$19K - $20.5K
1.11K $20K
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.05K
+ 3.58%
$18K - $19.3K
30.3K $546K
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.05K
+ 0.72%
$17.9K - $19.3K
146K $2.63M
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
865
+ 0.94%
$14.8K - $16K
92.7K $1.67M
Feb 14, 2025 Q4 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
684
+ 2.01%
$11.7K - $12.6K
34.7K $624K
Feb 04, 2025 Q4 2024
Cwm, LLC

BUY
 -
680
+ 42.5%
$11.7K - $12.5K
2.28K $41K
Feb 14, 2025 Q4 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
525
+ 0.67%
$9K - $9.68K
78.5K $1.41M
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
487
New
$8.35K - $8.98K
487 $8.76K
Jan 28, 2025 Q4 2024
Stephens Inc

BUY
 -
394
+ 2.34%
$6.75K - $7.27K
17.3K $310K
Feb 13, 2025 Q4 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
300
+ 1.27%
$5.14K - $5.53K
24K $431K
Jan 14, 2025 Q4 2024
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
237
+ 1.2%
$4.06K - $4.37K
20.1K $361K
Jan 13, 2025 Q4 2024
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
230
+ 0.68%
$3.94K - $4.24K
34.1K $614K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
223
New
$3.82K - $4.11K
223 $4.01K
Jan 14, 2025 Q4 2024
Wolff Wiese Magana LLC

BUY
 -
190
+ 6.55%
$3.26K - $3.5K
3.09K $55.6K
Feb 14, 2025 Q4 2024
Comerica Bank

BUY
 -
184
+ 0.35%
$3.15K - $3.39K
52.6K $945K
Feb 14, 2025 Q4 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
181
+ 0.94%
$3.1K - $3.34K
19.5K $350K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
176
New
$3.02K - $3.25K
176 $3.16K
Feb 14, 2025 Q4 2024
Fwl Investment Management, LLC

BUY
 -
115
New
$1.97K - $2.12K
115 $2.07K
Jan 28, 2025 Q4 2024
Savant Capital, LLC

BUY
 -
107
+ 0.07%
$1.83K - $1.97K
144K $2.59M
Jan 29, 2025 Q4 2024
Jmac Enterprises LLC

BUY
 -
101
+ 0.27%
$1.73K - $1.86K
36.9K $664K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
93
+ 0.95%
$1.59K - $1.71K
9.9K $178K
Jan 13, 2025 Q4 2024
David J Yvars Group

BUY
 -
73
+ 0.3%
$1.25K - $1.35K
24.5K $441K
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
70
+ 0.59%
$1.2K - $1.29K
12K $215K
Feb 13, 2025 Q4 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
66
+ 0.58%
$1.13K - $1.22K
11.5K $208K
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
65
+ 0.28%
$1.11K - $1.2K
23.6K $425K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
62
+ 0.07%
$1.06K - $1.14K
87.8K $1.58M
Feb 13, 2025 Q4 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
60
+ 0.41%
$1.03K - $1.11K
14.6K $262K
Jan 28, 2025 Q4 2024
Tfg Advisers LLC

BUY
 -
54
+ 0.36%
$926 - $996
14.9K $267K
Jan 27, 2025 Q4 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
49
+ 0.3%
$840 - $904
16.2K $291K
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
41
+ 1.73%
$703 - $756
2.41K $43.3K
Feb 06, 2025 Q4 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
37
+ 0.07%
$634 - $682
52.2K $939K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
20
+ 0.11%
$343 - $369
18.6K $334K
Feb 13, 2025 Q4 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
17
New
$291 - $313
17 $306
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
9
+ 0.52%
$154 - $166
1.75K $31.4K
Jan 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
3
+ 1.83%
$51.4 - $55.3
167 $3K
Feb 14, 2025 Q4 2024
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-48
- 0.38%
$823 - $885
12.6K $226K
Feb 12, 2025 Q4 2024
Delta Asset Management LLC

Memphis, TN
SELL
 -
-100
- 1.92%
$1.71K - $1.84K
5.11K $91.8K
Feb 13, 2025 Q4 2024
Elco Management Co., LLC

New York, NY
SELL
 -
-100
- 0.45%
$1.71K - $1.84K
22.3K $401K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

SELL
 -
-150
- 1.59%
$2.57K - $2.77K
9.28K $167K
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

SELL
 -
-228
- 0.84%
$3.91K - $4.2K
26.9K $484K
Feb 13, 2025 Q4 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-250
- 2.29%
$4.29K - $4.61K
10.7K $192K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

SELL
 -
-405
- 2.39%
$6.94K - $7.47K
16.6K $298K

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