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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.08K- 14.9% |
$18.5K - $19.9K
|
6.15K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205K- 94.35% |
$3.51M - $3.78M
|
12.3K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
101+ 0.27% |
$1.73K - $1.86K
|
36.9K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-20.4K- 49.04% |
$350K - $377K
|
21.2K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.03K+ 0.72% |
$51.9K - $55.8K
|
424K
$7.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.95K+ 3.7% |
$67.7K - $72.8K
|
111K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.83% |
$51.4 - $55.3
|
167
$2.77K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
26.8KNew |
$460K - $494K
|
26.8K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
54+ 0.36% |
$926 - $996
|
14.9K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
394+ 2.34% |
$6.75K - $7.27K
|
17.3K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 0.28% |
$1.11K - $1.2K
|
23.6K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
107+ 0.07% |
$1.83K - $1.97K
|
144K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
49+ 0.3% |
$840 - $904
|
16.2K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.1K+ 6.79% |
$499K - $537K
|
458K
$7.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.9KNew |
$187K - $201K
|
10.9K
$180K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.3KNew |
$177K - $191K
|
10.3K
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12K- 11.63% |
$205K - $221K
|
90.9K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
17.6K+ 8.46% |
$302K - $325K
|
226K
$3.75M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62+ 0.07% |
$1.06K - $1.14K
|
87.8K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
487New |
$8.35K - $8.98K
|
487
$8.07K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1K+ 4.65% |
$17.1K - $18.4K
|
22.5K
$373K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
70+ 0.59% |
$1.2K - $1.29K
|
12K
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
18K+ 1.9% |
$308K - $331K
|
964K
$16M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.3K- 99.9% |
$262K - $282K
|
15
$249
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.45K+ 19.91% |
$93.4K - $100K
|
32.8K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11KNew |
$19K - $20.5K
|
1.11K
$18.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.24K- 6.89% |
$21.3K - $22.9K
|
16.8K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 0.77% |
$23.3K - $25.1K
|
175K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.59K+ 5.7% |
$27.2K - $29.3K
|
29.4K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.5KNew |
$25.7K - $27.7K
|
1.5K
$24.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-16.3K- 20.33% |
$279K - $300K
|
63.7K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-591- 4.51% |
$10.1K - $10.9K
|
12.5K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
237+ 1.2% |
$4.06K - $4.37K
|
20.1K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
190+ 6.55% |
$3.26K - $3.5K
|
3.09K
$51.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
223New |
$3.82K - $4.11K
|
223
$3.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.19K+ 27.99% |
$88.9K - $95.6K
|
23.7K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
73+ 0.3% |
$1.25K - $1.35K
|
24.5K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-10.5K- 40.34% |
$180K - $194K
|
15.5K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
230+ 0.68% |
$3.94K - $4.24K
|
34.1K
$566K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5K+ 6.43% |
$25.7K - $27.7K
|
24.8K
$411K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-246K- 94.24% |
$4.22M - $4.54M
|
15.1K
$250K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.27KNew |
$130K - $145K
|
8.27K
$137K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111K- 97.0% |
$1.74M - $1.94M
|
3.43K
$56.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-88- 4.4% |
$1.38K - $1.54K
|
1.91K
$31.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
38.9KNew |
$611K - $682K
|
38.9K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17.7KNew |
$278K - $309K
|
17.7K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
675+ 5.73% |
$10.6K - $11.8K
|
12.5K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-288- 1.44% |
$4.52K - $5.04K
|
19.7K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
187+ 0.44% |
$2.94K - $3.27K
|
43K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 4.58% |
$15.7K - $17.5K
|
20.9K
$345K
|
|