Latest Institutional Transactions on Calamos Strategic Total Return Fund (CSQ)
This table provides information on the latest institutional transactions involving Calamos Strategic Total Return Fund (CSQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.64K- 1.96% |
$62.4K - $67.1K
|
182K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
34.2K+ 64.47% |
$586K - $631K
|
87.3K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.12K+ 8.86% |
$19.1K - $20.6K
|
13.7K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
865+ 0.94% |
$14.8K - $16K
|
92.7K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.3K+ 12.54% |
$589K - $633K
|
308K
$5.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
147K+ 14.66% |
$2.52M - $2.71M
|
1.15M
$21M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.2KNew |
$296K - $318K
|
17.2K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 2.32% |
$52.8K - $56.8K
|
136K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$343 - $369
|
18.6K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41+ 1.73% |
$703 - $756
|
2.41K
$44K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
51.4KNew |
$881K - $948K
|
51.4K
$939K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 12.49% |
$262K - $282K
|
138K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.13MNew |
$36.6M - $39.4M
|
2.13M
$39M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
37+ 0.07% |
$634 - $682
|
52.2K
$953K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-775- 0.79% |
$13.3K - $14.3K
|
97.9K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
176New |
$3.02K - $3.25K
|
176
$3.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.34K- 18.68% |
$40.1K - $43.1K
|
10.2K
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-150- 1.59% |
$2.57K - $2.77K
|
9.28K
$169K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2K+ 6.24% |
$34.2K - $36.8K
|
34K
$621K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.83K+ 1.25% |
$31.3K - $33.7K
|
148K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
680+ 42.5% |
$11.7K - $12.5K
|
2.28K
$41.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
17.9KNew |
$307K - $330K
|
17.9K
$327K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.74K+ 3.67% |
$116K - $124K
|
190K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-935- 3.72% |
$16K - $17.2K
|
24.2K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46.8K+ 154.34% |
$802K - $863K
|
77.1K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 0.95% |
$1.59K - $1.71K
|
9.9K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.37K+ 16.65% |
$161K - $173K
|
65.6K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.1K- 50.0% |
$191K - $205K
|
11.1K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.14K- 0.83% |
$36.6K - $39.4K
|
254K
$4.64M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-405- 2.39% |
$6.94K - $7.47K
|
16.6K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205K- 94.35% |
$3.51M - $3.78M
|
12.3K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 14.9% |
$18.5K - $19.9K
|
6.15K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.57K- 50.31% |
$44K - $47.4K
|
2.54K
$46.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
101+ 0.27% |
$1.73K - $1.86K
|
36.9K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 49.04% |
$350K - $377K
|
21.2K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.83% |
$51.4 - $55.3
|
167
$3.05K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.95K+ 3.7% |
$67.7K - $72.8K
|
111K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
26.8KNew |
$460K - $494K
|
26.8K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
54+ 0.36% |
$926 - $996
|
14.9K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.03K+ 0.72% |
$51.9K - $55.8K
|
424K
$7.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
394+ 2.34% |
$6.75K - $7.27K
|
17.3K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 0.28% |
$1.11K - $1.2K
|
23.6K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
107+ 0.07% |
$1.83K - $1.97K
|
144K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
49+ 0.3% |
$840 - $904
|
16.2K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.1K+ 6.79% |
$499K - $537K
|
458K
$8.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$187K - $201K
|
10.9K
$199K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.3KNew |
$177K - $191K
|
10.3K
$189K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62+ 0.07% |
$1.06K - $1.14K
|
87.8K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12K- 11.63% |
$205K - $221K
|
90.9K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
487New |
$8.35K - $8.98K
|
487
$8.89K
|