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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.5KNew |
$81K - $87.9K
|
4.5K
$83.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.34K+ 6.0% |
$78.2K - $84.9K
|
76.7K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.38K+ 5.63% |
$60.9K - $66.1K
|
63.3K
$1.18M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.04K+ 1.77% |
$54.8K - $59.5K
|
175K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.48K+ 8.98% |
$44.7K - $48.5K
|
30.1K
$559K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.3K+ 14.58% |
$41.4K - $45K
|
18.1K
$336K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3K+ 3.55% |
$41.4K - $45K
|
67.1K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.17K+ 5.77% |
$39.1K - $42.5K
|
39.8K
$739K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.93K+ 8.51% |
$34.8K - $37.8K
|
24.6K
$458K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.63K+ 6.59% |
$29.4K - $31.9K
|
26.4K
$489K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.54K+ 12.82% |
$27.7K - $30.1K
|
13.5K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.52K+ 21.01% |
$27.3K - $29.7K
|
8.74K
$162K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3KNew |
$23.4K - $25.4K
|
1.3K
$24.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.15KNew |
$20.8K - $22.6K
|
1.15K
$21.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.12KNew |
$20.1K - $21.9K
|
1.12K
$20.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.03KNew |
$18.5K - $20.1K
|
1.03K
$19.1K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
860+ 0.72% |
$15.5K - $16.8K
|
120K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
791+ 2.49% |
$14.3K - $15.5K
|
32.6K
$605K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
695+ 1.54% |
$12.5K - $13.6K
|
45.7K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
678+ 13.05% |
$12.2K - $13.3K
|
5.87K
$109K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
513New |
$9.24K - $10K
|
513
$9.53K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
465+ 0.86% |
$8.38K - $9.1K
|
54.6K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
300New |
$5.41K - $5.87K
|
300
$5.57K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250+ 7.29% |
$4.51K - $4.89K
|
3.68K
$68.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
187+ 1.37% |
$3.37K - $3.66K
|
13.9K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
182+ 1.14% |
$3.28K - $3.56K
|
16.1K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
178+ 1.54% |
$3.21K - $3.48K
|
11.7K
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
159+ 1.07% |
$2.87K - $3.11K
|
15.1K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
155+ 0.68% |
$2.79K - $3.03K
|
23K
$426K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
104+ 0.85% |
$1.87K - $2.03K
|
12.3K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
95+ 0.46% |
$1.71K - $1.86K
|
20.8K
$387K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
69+ 0.42% |
$1.24K - $1.35K
|
16.5K
$307K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
66+ 0.96% |
$1.19K - $1.29K
|
6.94K
$129K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61+ 0.44% |
$1.1K - $1.19K
|
13.8K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
50+ 0.21% |
$901 - $978
|
23.4K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 0.21% |
$901 - $978
|
23.4K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 0.31% |
$847 - $919
|
15.1K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41+ 1.64% |
$739 - $802
|
2.54K
$47.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
37+ 0.07% |
$667 - $724
|
52.3K
$972K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
30+ 3.03% |
$541 - $587
|
1.02K
$19K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
28+ 0.25% |
$505 - $548
|
11.1K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.11% |
$360 - $391
|
18.7K
$347K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
12+ 1.09% |
$216 - $235
|
1.11K
$20.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11+ 0.17% |
$198 - $215
|
6.34K
$118K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.73% |
$54.1 - $58.7
|
176
$3.27K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.0% |
$18 - $19.6
|
131K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.2K+ 2.36% |
$640K - $842K
|
2M
$37.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
30.8KNew |
$427K - $562K
|
30.8K
$572K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
29.8K+ 257.93% |
$412K - $543K
|
41.3K
$767K
|
|