Purchases and Sales Made in Q1 2022 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q1 2022. The information is specifically focused on institutions that hold shares of CALAMOS STRATEGIC TOTAL RETURN FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.26K- 36.25% |
$19.5K - $24.3K
|
2.22K
$40K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.55K- 0.82% |
$23.9K - $29.7K
|
187K
$3.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.62K- 48.32% |
$25K - $31.2K
|
1.73K
$31.2K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.32KClosed |
$35.9K - $44.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.38K- 0.88% |
$36.7K - $45.7K
|
269K
$4.83M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.04K- 1.93% |
$46.9K - $58.4K
|
154K
$2.78M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.33K- 9.24% |
$51.4K - $64.1K
|
32.7K
$588K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.45KClosed |
$53.2K - $66.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.75K- 1.92% |
$57.9K - $72.2K
|
192K
$3.45M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-3.9KClosed |
$60.2K - $75K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4KClosed |
$61.8K - $77K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-4.31K- 21.36% |
$66.5K - $82.8K
|
15.9K
$285K
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-4.81K- 4.5% |
$74.3K - $92.6K
|
102K
$1.84M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.85KClosed |
$74.9K - $93.3K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.05K- 13.49% |
$78K - $97.2K
|
32.4K
$582K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.41KClosed |
$83.5K - $104K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.31K- 15.11% |
$113K - $141K
|
41.1K
$739K
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10.7KClosed |
$164K - $205K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.9KClosed |
$169K - $210K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-11.4K- 31.02% |
$176K - $219K
|
25.3K
$455K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2KClosed |
$189K - $235K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.3K- 30.42% |
$205K - $255K
|
30.4K
$546K
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-15.4K- 9.24% |
$237K - $295K
|
151K
$2.71M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-17.7KClosed |
$273K - $340K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.5KClosed |
$286K - $356K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-18.7K- 64.4% |
$289K - $360K
|
10.3K
$186K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.2KClosed |
$327K - $408K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21.4KClosed |
$331K - $413K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-32.4KClosed |
$500K - $623K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34.1K- 23.68% |
$527K - $657K
|
110K
$1.98M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.3KClosed |
$576K - $717K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-38K- 70.51% |
$587K - $732K
|
15.9K
$286K
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-55.9KClosed |
$864K - $1.08M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-68.6K- 21.14% |
$1.06M - $1.32M
|
256K
$4.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-83.5KClosed |
$1.29M - $1.61M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-90.6KClosed |
$1.4M - $1.74M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-176K- 3.92% |
$2.72M - $3.39M
|
4.31M
$77.5M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-284K- 94.3% |
$4.39M - $5.47M
|
17.2K
$309K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-306K- 6.03% |
$4.73M - $5.89M
|
4.77M
$85.8M
|