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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.6K+ 233.33% |
$88K - $98.1K
|
8K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-2.89K- 85.26% |
$45.4K - $50.7K
|
500
$8.29K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.7KNew |
$105K - $117K
|
6.7K
$111K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.3KNew |
$319K - $355K
|
20.3K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.2KNew |
$412K - $459K
|
26.2K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.39K+ 11.14% |
$37.6K - $41.9K
|
23.9K
$396K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10KNew |
$157K - $175K
|
10K
$166K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
892+ 1.81% |
$14K - $15.6K
|
50.1K
$830K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.1K- 58.71% |
$253K - $283K
|
11.3K
$188K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-800- 5.6% |
$12.6K - $14K
|
13.5K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.6K+ 10.67% |
$1.39M - $1.55M
|
919K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.6K- 3.27% |
$621K - $693K
|
1.17M
$19.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
299+ 1.66% |
$4.7K - $5.24K
|
18.3K
$303K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$17.3K - $19.3K
|
1.1K
$18.2K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
350New |
$5.35K - $5.92K
|
350
$5.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
625New |
$9.56K - $10.6K
|
625
$10.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
251New |
$3.84K - $4.25K
|
251
$4.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30.9KNew |
$472K - $523K
|
30.9K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.67K- 20.56% |
$117K - $130K
|
29.6K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-397- 6.71% |
$6.07K - $6.72K
|
5.52K
$91.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-128- 12.8% |
$1.96K - $2.17K
|
872
$14.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2New |
$30.6 - $33.8
|
2
$33.1
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.91K+ 86.61% |
$75.1K - $83.1K
|
10.6K
$175K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.4KNew |
$159K - $176K
|
10.4K
$173K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.63KNew |
$86K - $95.2K
|
5.63K
$93.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.85KNew |
$105K - $116K
|
6.85K
$114K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.84K- 25.61% |
$58.8K - $65K
|
11.2K
$185K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
325New |
$4.97K - $5.5K
|
325
$5.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5KNew |
$76.5K - $84.6K
|
5K
$82.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
33.1KNew |
$505K - $559K
|
33.1K
$548K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$153K - $169K
|
10K
$166K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.72K- 4.89% |
$26.3K - $29.1K
|
33.5K
$555K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.98K- 74.31% |
$30.3K - $33.6K
|
686
$11.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.2K- 4.59% |
$18.3K - $20.3K
|
24.9K
$413K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
350New |
$5.35K - $5.92K
|
350
$5.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$185K - $204K
|
12.1K
$200K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
79.7KNew |
$1.22M - $1.35M
|
79.7K
$1.32M
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-850- 33.85% |
$12.4K - $13.9K
|
1.66K
$27.5K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
28KNew |
$407K - $459K
|
28K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$212K - $239K
|
14.6K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
423New |
$6.15K - $6.93K
|
423
$7.01K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17KNew |
$247K - $279K
|
17K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$272K - $307K
|
18.7K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.09K+ 4.94% |
$74K - $83.5K
|
108K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2K+ 5.47% |
$294K - $331K
|
390K
$6.46M
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-2.29K- 13.56% |
$33.2K - $37.5K
|
14.6K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
153KNew |
$2.22M - $2.51M
|
153K
$2.54M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-2K- 99.95% |
$29K - $32.8K
|
1
$16.6
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-194- 1.79% |
$2.82K - $3.18K
|
10.7K
$177K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.43K- 6.16% |
$20.8K - $23.5K
|
21.8K
$361K
|
|