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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.25KClosed |
$19.3K - $24K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-299Closed |
$4.62K - $5.75K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.62K- 48.32% |
$25K - $31.2K
|
1.73K
$31.7K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
309New |
$4.77K - $5.95K
|
309
$5.64K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.2KClosed |
$327K - $408K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-266Closed |
$4.11K - $5.12K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.9KClosed |
$169K - $210K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-3.9KClosed |
$60.2K - $75K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-83.5KClosed |
$1.29M - $1.61M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$61.8K - $77K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.9KClosed |
$33.2K - $37.1K
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
200New |
$3.5K - $3.91K
|
200
$3.65K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.8KClosed |
$224K - $250K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-405Closed |
$7.09K - $7.92K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-153Closed |
$2.68K - $2.99K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10.8KNew |
$191K - $204K
|
10.8K
$197K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-30.8KClosed |
$545K - $582K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.6KNew |
$561K - $598K
|
31.6K
$578K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.3KNew |
$236K - $252K
|
13.3K
$243K
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1KClosed |
$17.7K - $18.9K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-81Closed |
$1.44K - $1.53K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6KNew |
$106K - $113K
|
6K
$109K
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3KClosed |
$53.2K - $56.7K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.8KClosed |
$49.6K - $52.9K
|
0
$0
|
|
Q2 2021 | |||||||
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.13K+ 7.92% |
$35.3K - $39.1K
|
29K
$530K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-333Closed |
$5.51K - $6.11K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.71KClosed |
$44.9K - $49.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$132 - $147
|
8
$146
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$20.9K - $23.2K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1KNew |
$16.6K - $18.4K
|
1K
$18.3K
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-10.6KClosed |
$175K - $194K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.16KClosed |
$52.3K - $58.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-6.65KClosed |
$110K - $122K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.4KClosed |
$205K - $227K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.31KClosed |
$21.6K - $24K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
SELL
|
- |
-31.2KClosed |
$517K - $573K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
199KNew |
$3.3M - $3.66M
|
199K
$3.64M
|
|
Jul 14, 2021
Q2 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
10.1KNew |
$166K - $185K
|
10.1K
$184K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-10.8KClosed |
$164K - $187K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.29KClosed |
$19.5K - $22.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-500Closed |
$7.59K - $8.62K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.3KClosed |
$34.9K - $39.6K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
250New |
$3.79K - $4.31K
|
250
$4.57K
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-2.46KClosed |
$37.2K - $42.3K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
22.9KNew |
$347K - $395K
|
22.9K
$418K
|
|
Apr 12, 2021
Q1 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-20K- 13.37% |
$303K - $345K
|
130K
$2.37M
|
|
Q4 2020 | |||||||
Sep 07, 2021
Q4 2020
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.2KClosed |
$15.3K - $19.1K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-4.25KClosed |
$54.4K - $67.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-694Closed |
$8.88K - $11.1K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.68KClosed |
$21.5K - $26.9K
|
0
$0
|