Valeo Financial Advisors, LLC Calamos Strategic Total Return Fund Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$16.55 - $18.36 $21,614 - $23,978	-1,306 Closed	0 $0
Q3 2020 Oct 28, 2020	SELL	$12.47 - $14.4 $30,439 - $35,150	-2,441 Reduced 65.15%	1,306 $18,000
Q1 2020 Apr 13, 2020	BUY	$7.43 - $14.46 $3,454 - $6,723	465 Added 14.17%	3,747 $41,000
Q4 2019 Jan 24, 2020	BUY	$12.36 - $13.78 $24,423 - $27,229	1,976 Added 151.3%	3,282 $45,000
Q2 2018 Aug 14, 2018	SELL	$11.52 - $13.02 $6,336 - $7,161	-550 Reduced 29.63%	1,306 $17,000
Q1 2018 Apr 12, 2018	BUY	$11.5 - $12.9 $21,344 - $23,942	1,856 New	1,856 $22,000

Others Institutions Holding CSQ

# of Institutions

198

Shares Held

33.6M

Call Options Held

0

Put Options Held

0

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 ...

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