Purchases and Sales Made in Q4 2025 in Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
42.9KNew |
$796K - $833K
|
42.9K
$796K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
29KNew |
$538K - $563K
|
29K
$538K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.9KNew |
$239K - $250K
|
12.9K
$239K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.47K+ 652.54% |
$157K - $165K
|
9.77K
$181K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.42K+ 1.6% |
$156K - $164K
|
534K
$9.91M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.84KNew |
$146K - $152K
|
7.84K
$146K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
3.33K+ 11.67% |
$61.9K - $64.7K
|
31.9K
$592K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1KNew |
$18.6K - $19.4K
|
1K
$18.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1K+ 5.22% |
$18.6K - $19.4K
|
20.2K
$374K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
500+ 0.76% |
$9.29K - $9.72K
|
65.9K
$1.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
402+ 1.49% |
$7.47K - $7.81K
|
27.4K
$508K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
300New |
$5.57K - $5.83K
|
300
$5.57K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
264+ 1.0% |
$4.9K - $5.13K
|
26.7K
$496K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
195+ 0.74% |
$3.62K - $3.79K
|
26.4K
$491K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
189+ 1.36% |
$3.51K - $3.67K
|
14.1K
$261K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165+ 4.26% |
$3.06K - $3.21K
|
4.03K
$74.9K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
18+ 1.62% |
$334 - $350
|
1.13K
$21K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.59% |
$241 - $253
|
831
$15.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9+ 0.03% |
$167 - $175
|
27.9K
$518K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.7% |
$55.7 - $58.3
|
179
$3.32K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-379- 37.12% |
$7.04K - $7.36K
|
642
$11.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-503- 1.53% |
$9.34K - $9.77K
|
32.4K
$602K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-699- 0.34% |
$13K - $13.6K
|
203K
$3.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-846- 5.37% |
$15.7K - $16.4K
|
14.9K
$277K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-994- 5.82% |
$18.5K - $19.3K
|
16.1K
$299K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.5K- 38.46% |
$46.4K - $48.6K
|
4K
$74.3K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.94K- 4.64% |
$54.5K - $57K
|
60.4K
$1.12M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.35K- 29.1% |
$99.3K - $104K
|
13K
$242K
|
|