Purchases and Sales Made in Q3 2023 in Calamos Strategic Total Return Fund (CSQ)

CSQ Quotes by TradingView

This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q3 2023. 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
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
525
+ 3.35%
$7.38K - $8.02K
16.2K $291K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
523
+ 2.03%
$7.35K - $7.99K
26.2K $472K
Oct 13, 2023 Q3 2023
David J Yvars Group

BUY
 -
517
+ 1.16%
$7.26K - $7.9K
45K $809K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
307
New
$4.31K - $4.69K
307 $5.52K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
258
+ 0.85%
$3.62K - $3.94K
30.7K $552K
Nov 01, 2023 Q3 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
183
+ 1.0%
$2.57K - $2.8K
18.5K $333K
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
147
+ 0.34%
$2.07K - $2.25K
43.3K $778K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
121
+ 1.15%
$1.7K - $1.85K
10.7K $192K
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
57
+ 0.34%
$801 - $871
16.7K $300K
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
54
+ 0.3%
$759 - $825
18K $323K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
6
+ 2.02%
$84.3 - $91.7
303 $5.45K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
1
+ 0.03%
$14.1 - $15.3
3.97K $71.3K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

SELL
 -
-1
- 0.01%
$14.1 - $15.3
11.1K $200K
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

SELL
 -
-11
- 0.03%
$155 - $168
36.8K $662K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

SELL
 -
-94
- 0.48%
$1.32K - $1.44K
19.4K $350K
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

SELL
 -
-130
- 0.74%
$1.83K - $1.99K
17.5K $314K
Oct 31, 2023 Q3 2023
Semus Wealth Partners LLC

Boca Raton, FL
SELL
 -
-158
- 0.96%
$2.22K - $2.41K
16.3K $293K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-162
- 0.29%
$2.28K - $2.48K
56.6K $1.02M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

SELL
 -
-300
- 1.14%
$4.22K - $4.58K
26.1K $470K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-335
- 2.12%
$4.71K - $5.12K
15.5K $278K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-481
- 2.24%
$6.76K - $7.35K
21K $378K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-483
- 3.12%
$6.79K - $7.38K
15K $269K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-500
- 0.41%
$7.03K - $7.64K
122K $2.19M
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-660
- 17.05%
$9.27K - $10.1K
3.21K $57.7K
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
SELL
 -
-687
- 6.06%
$9.65K - $10.5K
10.7K $192K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

SELL
 -
-714
- 4.23%
$10K - $10.9K
16.2K $291K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-729
- 2.83%
$10.2K - $11.1K
25K $450K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-792
- 0.43%
$11.1K - $12.1K
183K $3.3M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-844
- 0.82%
$11.9K - $12.9K
101K $1.82M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-931
- 8.09%
$13.1K - $14.2K
10.6K $190K
Nov 07, 2023 Q3 2023
Pointe Capital Management LLC

SELL
 -
-1K
- 0.65%
$14.1K - $15.3K
153K $2.75M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

SELL
 -
-1.06K
- 29.24%
$14.9K - $16.2K
2.56K $46K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

SELL
 -
-1.07K
- 5.11%
$15K - $16.3K
19.8K $357K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-1.35K
- 45.31%
$18.9K - $20.6K
1.63K $29.2K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.46K
- 0.77%
$20.5K - $22.3K
187K $3.37M
Nov 09, 2023 Q3 2023
Delta Asset Management LLC

Memphis, TN
SELL
 -
-2.05K
- 26.39%
$28.7K - $31.2K
5.71K $103K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-2.71K
- 60.97%
$38.1K - $41.4K
1.74K $31.2K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-2.71K
- 60.97%
$38.1K - $41.4K
1.74K $31.2K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-2.75K
- 5.57%
$38.7K - $42.1K
46.6K $838K
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-2.96K
- 12.42%
$41.6K - $45.3K
20.9K $376K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
SELL
 -
-3K
- 11.39%
$42.2K - $45.8K
23.4K $420K
Oct 05, 2023 Q3 2023
Capital Cs Group, LLC

SELL
 -
-3.07K
- 11.46%
$43.1K - $46.9K
23.7K $427K
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
SELL
 -
-3.62K
Closed
$50.9K - $55.3K
0 $0
Nov 07, 2023 Q3 2023
Smh Capital Advisors Inc

SELL
 -
-4.59K
- 21.56%
$64.4K - $70.1K
16.7K $300K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-5.31K
- 24.25%
$74.6K - $81.2K
16.6K $298K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-5.5K
- 22.76%
$77.3K - $84K
18.7K $336K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

SELL
 -
-6.11K
- 14.53%
$85.9K - $93.4K
36K $647K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-6.71K
- 3.31%
$94.2K - $102K
196K $3.52M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

SELL
 -
-8.55K
- 82.23%
$120K - $131K
1.85K $33.2K

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