Purchases and Sales Made in Q1 2024 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.02K+ 19.21% |
$29.3K - $33.1K
|
12.5K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2KNew |
$29.1K - $32.8K
|
2K
$36K
|
|
|
May 13, 2024
Q1 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.92K+ 11.66% |
$28K - $31.5K
|
18.4K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 4.86% |
$24.6K - $27.7K
|
36.5K
$657K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$24K - $27.1K
|
1.65K
$29.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 0.89% |
$23.9K - $26.9K
|
187K
$3.37M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.36K+ 0.98% |
$19.7K - $22.2K
|
140K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.35K+ 1.77% |
$19.6K - $22.1K
|
77.6K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.1KNew |
$16K - $18K
|
1.1K
$19.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.08K+ 27.17% |
$15.7K - $17.7K
|
5.05K
$90.7K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.05K+ 2.51% |
$15.2K - $17.2K
|
42.9K
$771K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.03KNew |
$14.9K - $16.8K
|
1.03K
$18.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
931+ 1.97% |
$13.5K - $15.3K
|
48.3K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
910+ 1.01% |
$13.2K - $14.9K
|
90.6K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
900+ 8.34% |
$13.1K - $14.8K
|
11.7K
$210K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
828+ 1.78% |
$12K - $13.6K
|
47.4K
$852K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
750+ 0.97% |
$10.9K - $12.3K
|
78.5K
$1.41M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
671+ 4.48% |
$9.75K - $11K
|
15.6K
$281K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$7.27K - $8.2K
|
500
$8.99K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
423New |
$6.15K - $6.93K
|
423
$7.61K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
364New |
$5.29K - $5.97K
|
364
$6.54K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
350+ 1.16% |
$5.09K - $5.74K
|
30.5K
$549K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
312+ 1.8% |
$4.53K - $5.11K
|
17.7K
$318K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
194+ 1.04% |
$2.82K - $3.18K
|
18.9K
$340K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
141+ 0.52% |
$2.05K - $2.31K
|
27.1K
$487K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
119+ 0.72% |
$1.73K - $1.95K
|
16.6K
$298K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
79New |
$1.15K - $1.29K
|
79
$1.42K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
53+ 0.29% |
$770 - $869
|
18.1K
$325K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
47+ 0.31% |
$683 - $770
|
15.4K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
46+ 0.3% |
$668 - $754
|
15.1K
$272K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41+ 0.7% |
$596 - $672
|
5.91K
$106K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23+ 0.12% |
$334 - $377
|
18.6K
$334K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.25% |
$160 - $180
|
4.37K
$78.6K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$14.5 - $16.4
|
11.1K
$200K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-20- 0.09% |
$291 - $328
|
21.2K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-112- 0.88% |
$1.63K - $1.84K
|
12.6K
$227K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-152- 49.03% |
$2.21K - $2.49K
|
158
$2.84K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-194- 1.79% |
$2.82K - $3.18K
|
10.7K
$192K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-210- 7.47% |
$3.05K - $3.44K
|
2.6K
$46.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-440- 85.44% |
$6.39K - $7.21K
|
75
$1.35K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-468- 0.17% |
$6.8K - $7.67K
|
271K
$4.88M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-577- 2.38% |
$8.38K - $9.46K
|
23.6K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-596- 1.6% |
$8.66K - $9.77K
|
36.6K
$658K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-600- 3.21% |
$8.72K - $9.83K
|
18.1K
$325K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625- 9.93% |
$9.08K - $10.2K
|
5.67K
$102K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-850- 33.85% |
$12.4K - $13.9K
|
1.66K
$29.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$14.5K - $16.4K
|
1K
$18K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.03K- 2.23% |
$14.9K - $16.8K
|
45K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.03K- 14.95% |
$15K - $16.9K
|
5.87K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.09K- 4.47% |
$15.8K - $17.9K
|
23.3K
$418K
|