Purchases and Sales Made in Q2 2024 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 7.51% |
$32.2K - $35.7K
|
30.2K
$543K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.53K+ 0.16% |
$23.4K - $25.9K
|
934K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.47K+ 1.89% |
$22.5K - $24.9K
|
79.1K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.25K+ 1.59% |
$19.1K - $21.2K
|
79.7K
$1.43M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 1.82% |
$16.5K - $18.2K
|
60.3K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
913+ 1.89% |
$14K - $15.4K
|
49.2K
$885K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
857+ 51.81% |
$13.1K - $14.5K
|
2.51K
$45.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
832+ 2.38% |
$12.7K - $14.1K
|
35.8K
$643K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
800+ 2.68% |
$12.2K - $13.5K
|
30.7K
$552K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
633+ 38.93% |
$9.68K - $10.7K
|
2.26K
$40.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
625New |
$9.56K - $10.6K
|
625
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
470+ 1.41% |
$7.19K - $7.95K
|
33.8K
$608K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
369+ 2.2% |
$5.64K - $6.24K
|
17.2K
$309K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
350New |
$5.35K - $5.92K
|
350
$6.29K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
350New |
$5.35K - $5.92K
|
350
$6.29K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
325New |
$4.97K - $5.5K
|
325
$5.84K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
323+ 1.22% |
$4.94K - $5.47K
|
26.9K
$484K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
307+ 1.74% |
$4.69K - $5.19K
|
18K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
300+ 0.29% |
$4.59K - $5.08K
|
103K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
251New |
$3.84K - $4.25K
|
251
$4.51K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
217+ 1.31% |
$3.32K - $3.67K
|
16.8K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
194+ 0.57% |
$2.97K - $3.28K
|
34.2K
$614K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
191+ 1.01% |
$2.92K - $3.23K
|
19.1K
$343K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
175+ 0.37% |
$2.68K - $2.96K
|
47.6K
$855K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
139+ 0.51% |
$2.13K - $2.35K
|
27.2K
$489K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
122+ 0.66% |
$1.87K - $2.06K
|
18.7K
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
108+ 0.92% |
$1.65K - $1.83K
|
11.8K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
107+ 0.29% |
$1.64K - $1.81K
|
36.7K
$660K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
62+ 0.24% |
$948 - $1.05K
|
26K
$467K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 0.3% |
$703 - $778
|
15.5K
$278K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31+ 0.15% |
$474 - $525
|
21.2K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.1% |
$183 - $203
|
12.6K
$227K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.9% |
$45.9 - $50.8
|
161
$2.89K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2New |
$30.6 - $33.8
|
2
$36
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- -0.0% |
$61.2 - $67.7
|
90K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-63- 0.31% |
$963 - $1.07K
|
20K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-88- 0.24% |
$1.35K - $1.49K
|
36.5K
$655K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-95- 0.63% |
$1.45K - $1.61K
|
15.1K
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-113- 0.83% |
$1.73K - $1.91K
|
13.4K
$241K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-117- 0.27% |
$1.79K - $1.98K
|
42.8K
$769K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-128- 12.8% |
$1.96K - $2.17K
|
872
$15.7K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-132- 0.09% |
$2.02K - $2.23K
|
140K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-397- 6.71% |
$6.07K - $6.72K
|
5.52K
$99.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-500- 2.24% |
$7.65K - $8.46K
|
21.9K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 8.76% |
$7.65K - $8.46K
|
5.21K
$93.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-700- 2.96% |
$10.7K - $11.8K
|
22.9K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-732- 6.48% |
$11.2K - $12.4K
|
10.6K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-800- 0.88% |
$12.2K - $13.5K
|
89.8K
$1.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1K- 38.46% |
$15.3K - $16.9K
|
1.6K
$28.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1K- 4.09% |
$15.3K - $16.9K
|
23.4K
$421K
|