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 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-410- 2.57% |
$7.03K - $7.56K
|
15.6K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-467- 0.79% |
$8K - $8.61K
|
58.6K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-591- 4.51% |
$10.1K - $10.9K
|
12.5K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-650- 4.84% |
$11.1K - $12K
|
12.8K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-676- 4.15% |
$11.6K - $12.5K
|
15.6K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-767- 2.07% |
$13.1K - $14.1K
|
36.3K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-775- 0.79% |
$13.3K - $14.3K
|
97.9K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-935- 3.72% |
$16K - $17.2K
|
24.2K
$435K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 14.9% |
$18.5K - $19.9K
|
6.15K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.1K- 3.64% |
$18.8K - $20.3K
|
29.1K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.2K- 3.0% |
$20.6K - $22.1K
|
38.8K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.24K- 6.89% |
$21.3K - $22.9K
|
16.8K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 0.77% |
$23.3K - $25.1K
|
175K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.38K- 2.32% |
$23.7K - $25.4K
|
58.1K
$1.04M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1.5K- 75.0% |
$25.7K - $27.7K
|
500
$8.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.14K- 0.83% |
$36.6K - $39.4K
|
254K
$4.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.34K- 18.68% |
$40.1K - $43.1K
|
10.2K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.57K- 50.31% |
$44K - $47.4K
|
2.54K
$45.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 7.03% |
$46.4K - $49.9K
|
35.8K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.26K- 5.15% |
$55.9K - $60.2K
|
60.2K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.64K- 1.96% |
$62.4K - $67.1K
|
182K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.69K- 21.88% |
$63.2K - $68K
|
13.2K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.87K- 17.92% |
$66.3K - $71.4K
|
17.7K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.49K- 22.85% |
$94K - $101K
|
18.5K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.52K- 2.95% |
$129K - $139K
|
247K
$4.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.57K- 72.69% |
$164K - $176K
|
3.6K
$64.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-10.5K- 40.34% |
$180K - $194K
|
15.5K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.1K- 50.0% |
$191K - $205K
|
11.1K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12K- 11.63% |
$205K - $221K
|
90.9K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.9K- 40.89% |
$255K - $275K
|
21.5K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.3K- 99.9% |
$262K - $282K
|
15
$270
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-15.4K- 39.42% |
$265K - $285K
|
23.7K
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-16.3K- 20.33% |
$279K - $300K
|
63.7K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 49.04% |
$350K - $377K
|
21.2K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-64.9K- 1.35% |
$1.11M - $1.2M
|
4.74M
$85.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-120K- 70.56% |
$2.06M - $2.22M
|
50.1K
$901K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205K- 94.35% |
$3.51M - $3.78M
|
12.3K
$220K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-246K- 94.24% |
$4.22M - $4.54M
|
15.1K
$271K
|