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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 1.98% |
$270K - $301K
|
888K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.3KNew |
$256K - $285K
|
16.3K
$298K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12.6KNew |
$198K - $221K
|
12.6K
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 57.6% |
$190K - $212K
|
33.1K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.1K+ 100.0% |
$175K - $195K
|
22.3K
$407K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10KNew |
$157K - $175K
|
10K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.86K+ 1.82% |
$155K - $173K
|
552K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.68K+ 18.25% |
$136K - $152K
|
56.3K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.17K+ 317.22% |
$113K - $125K
|
9.43K
$172K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.7KNew |
$105K - $117K
|
6.7K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.6K+ 233.33% |
$88K - $98.1K
|
8K
$146K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.25K+ 9.03% |
$82.5K - $92K
|
63.4K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.72K+ 55.91% |
$74.2K - $82.7K
|
13.2K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.67K+ 1.02% |
$57.7K - $64.3K
|
362K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.03K+ 0.17% |
$47.6K - $53.1K
|
1.77M
$32.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.39K+ 11.14% |
$37.6K - $41.9K
|
23.9K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.37KNew |
$37.2K - $41.5K
|
2.37K
$43.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 5.54% |
$31.7K - $35.4K
|
38.5K
$702K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 2.0% |
$28.3K - $31.6K
|
91.8K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.32K+ 2.59% |
$20.8K - $23.1K
|
52.4K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 1.31% |
$20.2K - $22.5K
|
99.1K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$17.3K - $19.3K
|
1.1K
$20.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
909+ 8.6% |
$14.3K - $15.9K
|
11.5K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
892+ 1.81% |
$14K - $15.6K
|
50.1K
$915K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
675+ 5.73% |
$10.6K - $11.8K
|
12.5K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
599+ 0.61% |
$9.41K - $10.5K
|
98.7K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
299+ 1.66% |
$4.7K - $5.24K
|
18.3K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
271+ 1.01% |
$4.26K - $4.75K
|
27.2K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
217+ 0.64% |
$3.41K - $3.8K
|
34K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
187+ 0.44% |
$2.94K - $3.27K
|
43K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
186+ 0.97% |
$2.92K - $3.26K
|
19.3K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148+ 0.65% |
$2.33K - $2.59K
|
22.9K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
115+ 0.32% |
$1.81K - $2.01K
|
36.4K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
62+ 0.43% |
$974 - $1.09K
|
14.5K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
39+ 0.07% |
$613 - $683
|
52.2K
$953K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.08% |
$220 - $245
|
18.6K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13+ 0.1% |
$204 - $228
|
12.6K
$231K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
79.7KNew |
$1.22M - $1.35M
|
79.7K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
33.1KNew |
$505K - $559K
|
33.1K
$604K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
30.9KNew |
$472K - $523K
|
30.9K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16.9KNew |
$258K - $285K
|
16.9K
$308K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$185K - $204K
|
12.1K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.4KNew |
$159K - $176K
|
10.4K
$190K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$153K - $169K
|
10K
$183K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.85KNew |
$105K - $116K
|
6.85K
$125K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.63KNew |
$86K - $95.2K
|
5.63K
$103K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5KNew |
$76.5K - $84.6K
|
5K
$91.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.91K+ 86.61% |
$75.1K - $83.1K
|
10.6K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 7.51% |
$32.2K - $35.7K
|
30.2K
$551K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
625New |
$9.56K - $10.6K
|
625
$11.4K
|
|