Latest Institutional Purchases of Calamos Strategic Total Return Fund (CSQ)
This list provides information on the latest institutional transactions involving Calamos Strategic Total Return Fund (CSQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
46.8K+ 154.34% |
$802K - $863K
|
77.1K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.1K+ 6.79% |
$499K - $537K
|
458K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
26.8KNew |
$460K - $494K
|
26.8K
$490K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
18K+ 1.9% |
$308K - $331K
|
964K
$17.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
17.6K+ 8.46% |
$302K - $325K
|
226K
$4.13M
|
|
|
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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.74K+ 3.67% |
$116K - $124K
|
190K
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.45K+ 19.91% |
$93.4K - $100K
|
32.8K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.19K+ 27.99% |
$88.9K - $95.6K
|
23.7K
$433K
|
|
|
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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.03K+ 0.72% |
$51.9K - $55.8K
|
424K
$7.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.59K+ 5.7% |
$27.2K - $29.3K
|
29.4K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.5KNew |
$25.7K - $27.7K
|
1.5K
$27.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5K+ 6.43% |
$25.7K - $27.7K
|
24.8K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11KNew |
$19K - $20.5K
|
1.11K
$20.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1K+ 4.65% |
$17.1K - $18.4K
|
22.5K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
487New |
$8.35K - $8.98K
|
487
$8.89K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
394+ 2.34% |
$6.75K - $7.27K
|
17.3K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
237+ 1.2% |
$4.06K - $4.37K
|
20.1K
$366K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
230+ 0.68% |
$3.94K - $4.24K
|
34.1K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
223New |
$3.82K - $4.11K
|
223
$4.07K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
190+ 6.55% |
$3.26K - $3.5K
|
3.09K
$56.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
107+ 0.07% |
$1.83K - $1.97K
|
144K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
101+ 0.27% |
$1.73K - $1.86K
|
36.9K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 0.95% |
$1.59K - $1.71K
|
9.9K
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
73+ 0.3% |
$1.25K - $1.35K
|
24.5K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
70+ 0.59% |
$1.2K - $1.29K
|
12K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 0.28% |
$1.11K - $1.2K
|
23.6K
$431K
|
|
|
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 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
54+ 0.36% |
$926 - $996
|
14.9K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
49+ 0.3% |
$840 - $904
|
16.2K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.83% |
$51.4 - $55.3
|
167
$3.05K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
297K+ 7.58% |
$4.67M - $5.21M
|
4.22M
$77M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
194K+ 135.23% |
$3.04M - $3.39M
|
337K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.6K+ 10.67% |
$1.39M - $1.55M
|
919K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
70.6K+ 1.73% |
$1.11M - $1.24M
|
4.15M
$75.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.4K+ 1.85% |
$854K - $952K
|
2.99M
$54.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
43.1K+ 33.88% |
$677K - $755K
|
170K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
40.5K+ 5.78% |
$636K - $709K
|
741K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
38.9KNew |
$611K - $682K
|
38.9K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.9K+ 0.63% |
$469K - $523K
|
4.8M
$87.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.3KNew |
$460K - $513K
|
29.3K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
27.1K+ 104.08% |
$425K - $474K
|
53.1K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.2K+ 27.27% |
$412K - $459K
|
122K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.2KNew |
$412K - $459K
|
26.2K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.8K+ 58.68% |
$390K - $434K
|
67.1K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
24.7K+ 2.53% |
$388K - $432K
|
1M
$18.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.3KNew |
$319K - $355K
|
20.3K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17.7KNew |
$278K - $309K
|
17.7K
$323K
|
|