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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10KNew |
$153K - $169K
|
10K
$186K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.85KNew |
$105K - $116K
|
6.85K
$127K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5KNew |
$76.5K - $84.6K
|
5K
$92.9K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
350New |
$5.35K - $5.92K
|
350
$6.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
350New |
$5.35K - $5.92K
|
350
$6.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
325New |
$4.97K - $5.5K
|
325
$6.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
251New |
$3.84K - $4.25K
|
251
$4.66K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2New |
$30.6 - $33.8
|
2
$37.1
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
153KNew |
$2.22M - $2.51M
|
153K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
28KNew |
$407K - $459K
|
28K
$520K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2K+ 5.47% |
$294K - $331K
|
390K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$272K - $307K
|
18.7K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17KNew |
$247K - $279K
|
17K
$316K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.9KNew |
$158K - $178K
|
10.9K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.09K+ 4.94% |
$74K - $83.5K
|
108K
$2.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$7.27K - $8.2K
|
500
$9.29K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
423New |
$6.15K - $6.93K
|
423
$7.86K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
79New |
$1.15K - $1.29K
|
79
$1.47K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
30KNew |
$376K - $455K
|
30K
$557K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
23.2KNew |
$291K - $352K
|
23.2K
$431K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.1KNew |
$227K - $275K
|
18.1K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3KNew |
$37.6K - $45.5K
|
3K
$55.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.66K+ 14.12% |
$20.8K - $25.1K
|
13.4K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.5KNew |
$18.8K - $22.8K
|
1.5K
$27.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
643New |
$8.06K - $9.75K
|
643
$11.9K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38.9KNew |
$547K - $594K
|
38.9K
$722K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.8KNew |
$348K - $378K
|
24.8K
$460K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
BUY
|
- |
5.33K+ 34.35% |
$74.8K - $81.4K
|
20.8K
$387K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4K+ 1.5% |
$56.2K - $61.1K
|
271K
$5.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.56KNew |
$21.9K - $23.8K
|
1.56K
$28.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.1KNew |
$15.5K - $16.9K
|
1.1K
$20.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
528New |
$7.42K - $8.07K
|
528
$9.8K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
10K+ 99.26% |
$133K - $148K
|
20.1K
$373K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
186+ 0.88% |
$2.47K - $2.74K
|
21.3K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55New |
$731 - $811
|
55
$1.02K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
13+ 2.08% |
$173 - $192
|
639
$11.9K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
29.5KNew |
$386K - $439K
|
29.5K
$547K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$266K - $302K
|
20.3K
$377K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.7KNew |
$154K - $175K
|
11.7K
$217K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.61KNew |
$99.9K - $114K
|
7.61K
$141K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.33KNew |
$96.1K - $109K
|
7.33K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.25KNew |
$82K - $93.2K
|
6.25K
$116K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$33.8K - $38.4K
|
2.58K
$47.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.37K+ 8.74% |
$31.1K - $35.4K
|
29.5K
$548K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
833New |
$10.9K - $12.4K
|
833
$15.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
17+ 0.14% |
$223 - $253
|
12.3K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 0.72% |
$197 - $224
|
2.09K
$38.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.3KNew |
$150K - $180K
|
12.3K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
11.4KNew |
$139K - $167K
|
11.4K
$212K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.1KNew |
$123K - $148K
|
10.1K
$188K
|
|