A detailed history of Institute For Wealth Management, Llc. transactions in Calamos Strategic Total Return Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 19,666 shares of CSQ stock, worth $362,641. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,666
Previous 19,666 -0.0%
Holding current value
$362,641
Previous $341,000 2.05%
% of portfolio
0.04%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$15.71 - $17.51 $4,524 - $5,042
-288 Reduced 1.44%
19,666 $341,000
Q2 2024

Jul 25, 2024

SELL
$15.29 - $16.92 $963 - $1,065
-63 Reduced 0.31%
19,954 $336,000
Q4 2023

Jan 31, 2024

SELL
$12.54 - $15.17 $12,540 - $15,170
-1,000 Reduced 4.76%
20,017 $297,000
Q3 2023

Oct 13, 2023

SELL
$14.05 - $15.28 $6,758 - $7,349
-481 Reduced 2.24%
21,017 $295,000
Q2 2023

Jul 25, 2023

SELL
$13.29 - $14.75 $5,249 - $5,826
-395 Reduced 1.8%
21,498 $317,000
Q4 2022

Feb 02, 2023

SELL
$12.2 - $14.62 $3,660 - $4,386
-300 Reduced 1.35%
21,893 $293,000
Q3 2022

Oct 18, 2022

SELL
$12.4 - $15.94 $4,216 - $5,419
-340 Reduced 1.51%
22,193 $277,000
Q2 2022

Jul 25, 2022

SELL
$12.6 - $17.62 $2,633 - $3,682
-209 Reduced 0.92%
22,533 $295,000
Q1 2022

Apr 29, 2022

SELL
$15.44 - $19.24 $9,572 - $11,928
-620 Reduced 2.65%
22,742 $399,000
Q4 2021

Jan 21, 2022

SELL
$17.51 - $19.55 $1,208 - $1,348
-69 Reduced 0.29%
23,362 $451,000
Q3 2021

Nov 15, 2021

SELL
$17.72 - $18.91 $5,759 - $6,145
-325 Reduced 1.37%
23,431 $415,000
Q2 2021

Jul 21, 2021

SELL
$16.55 - $18.36 $579 - $642
-35 Reduced 0.15%
23,756 $432,000
Q1 2021

May 04, 2021

SELL
$15.17 - $17.23 $1,562 - $1,774
-103 Reduced 0.43%
23,791 $410,000
Q4 2020

Feb 01, 2021

SELL
$12.8 - $15.98 $806 - $1,006
-63 Reduced 0.26%
23,894 $377,000
Q1 2020

Apr 29, 2020

SELL
$7.43 - $14.46 $9,101 - $17,713
-1,225 Reduced 4.86%
23,957 $234,000
Q4 2019

Feb 27, 2020

BUY
$12.36 - $13.78 $307,022 - $342,295
24,840 Added 7263.16%
25,182 $342,000
Q4 2019

Jan 27, 2020

SELL
$12.36 - $13.78 $307,022 - $342,295
-24,840 Reduced 98.64%
342 $342,000
Q1 2019

May 15, 2019

BUY
$10.37 - $12.55 $261,137 - $316,034
25,182 New
25,182 $312,000
Q4 2018

Feb 08, 2019

SELL
$9.44 - $13.5 $282,020 - $403,312
-29,875 Closed
0 $0
Q3 2018

Oct 29, 2018

BUY
$12.58 - $13.58 $9,560 - $10,320
760 Added 2.61%
29,875 $399,000
Q1 2018

May 15, 2018

BUY
$11.5 - $12.9 $13,915 - $15,609
1,210 Added 4.34%
29,115 $348,000
Q4 2017

Feb 12, 2018

BUY
$11.81 - $12.45 $25,237 - $26,605
2,137 Added 8.29%
27,905 $339,000
Q2 2017

Aug 14, 2017

BUY
N/A
25,768
25,768 $303,000

Others Institutions Holding CSQ

About CALAMOS STRATEGIC TOTAL RETURN FUND


  • Ticker CSQ
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests ...
More about CSQ
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