Who owns Calamos Strategic Total Return Fund?
- Ticker: CSQ
- CUSIP Number: 128125101
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Analyze quarterly positions in Calamos Strategic Total Return Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Calamos Strategic Total Return Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 4.8M | $83M | 1% | Sep 2024 |
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Morgan Stanley | 3.9M | $66M | 1% | Jun 2024 |
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Wells Fargo & Company | 3.0M | $52M | 2% | Sep 2024 |
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Royal Bank of Canada | 1.8M | $31M | 0% | Sep 2024 |
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Raymond James & Associates | 1.2M | $20M | -3% | Sep 2024 |
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Cornerstone Advisors | 1.0M | $17M | 3% | Sep 2024 |
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Bensler | 946k | $16M | 1% | Sep 2024 |
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Raymond James Financial Services Advisors | 919k | $16M | 11% | Sep 2024 |
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LPL Financial | 888k | $15M | 2% | Sep 2024 |
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McGowan Group Asset Management | 741k | $13M | 6% | Sep 2024 |
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Cetera Investment Advisers | 542k | $9.1M | 6% | Jun 2024 |
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Advisors Asset Management | 485k | $8.4M | -4% | Sep 2024 |
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Stratos Wealth Partners | 429k | $7.4M | 9% | Sep 2024 |
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Apollon Wealth Management | 421k | $7.3M | 8% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 386k | $6.7M | -23% | Sep 2024 |
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Rockefeller Capital Management | 359k | $6.0M | 3% | Jun 2024 |
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Shaker Financial Services | 337k | $5.8M | 135% | Sep 2024 |
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Advisor Group Holdings | 274k | $4.8M | -22% | Sep 2024 |
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International Assets Investment Management | 261k | $15M | 1347% | Sep 2024 |
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Stifel Financial | 259k | $4.4M | -5% | Jun 2024 |
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Branch Banking & Trust Company | 235k | $4.0M | -2% | Jun 2024 |
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Davenport & Co | 209k | $3.6M | -1% | Sep 2024 |
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Commonwealth Equity Services | 185k | $3.2M | -2% | Sep 2024 |
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Sanctuary Advisors | 184k | $3.3M | -2% | Sep 2024 |
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Janney Montgomery Scott | 176k | $3.1M | -7% | Sep 2024 |
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Landscape Capital Management | 170k | $3.0M | 34% | Sep 2024 |
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Cambridge Investment Research Advisors | 163k | $2.8M | -2% | Sep 2024 |
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Pointe Capital Management | 146k | $2.5M | -4% | Sep 2024 |
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Hartland & Co | 145k | $2.5M | -16% | Sep 2024 |
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Savant Capital Management | 144k | $2.5M | -2% | Sep 2024 |
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HighTower Advisors | 139k | $2.3M | 14% | Jun 2024 |
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Prairie Wealth Advisors | 107k | $1.9M | 3% | Sep 2024 |
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National Asset Management | 107k | $1.8M | -24% | Sep 2024 |
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Central Trust & Investment | 103k | $1.8M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 99k | $1.7M | 1% | Sep 2024 |
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Aviance Capital Partners | 99k | $1.7M | 1% | Sep 2024 |
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Meridian Wealth Advisors | 97k | $1.7M | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 96k | $1.6M | 14% | Jun 2024 |
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Pnc Financial Services | 92k | $1.6M | 2% | Sep 2024 |
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U.S. Capital Wealth Advisors | 88k | $1.5M | 2% | Sep 2024 |
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Lake Street Financial | 80k | $1.4M | 0% | Sep 2024 |
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Relative Value Partners | 80k | $1.3M | 100% | Jun 2024 |
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Captrust Financial Advisors | 78k | $1.4M | -1% | Sep 2024 |
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Invesco | 67k | $1.2M | 59% | Sep 2024 |
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Harbour Investments | 63k | $1.1M | 9% | Sep 2024 |
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Calamos Wealth Management | 62k | $1.1M | 0% | Sep 2024 |
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Goss Wealth Management | 60k | $1.0M | 2% | Jun 2024 |
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Karpus Investment Management | 60k | $1.0M | -34% | Sep 2024 |
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Private Advisor | 56k | $976k | 18% | Sep 2024 |
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Founders Financial Securities | 53k | $920k | 104% | Sep 2024 |
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Brian McDonald | 52k | $909k | 3% | Sep 2024 |
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Mesirow Financial Investment Management International Equity | 52k | $905k | 0% | Sep 2024 |
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Conning | 50k | $869k | 2% | Sep 2024 |
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M^T Bank Corporation | 45k | $781k | 0% | Sep 2024 |
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9258 Wealth Management | 43k | $746k | 0% | Sep 2024 |
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Consolidated Planning Corp | 42k | $723k | -7% | Sep 2024 |
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Palogic Value Management | 40k | $694k | -22% | Sep 2024 |
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Wedbush Morgan Securities | 39k | $680k | -5% | Sep 2024 |
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Arete Wealth Advisors | 39k | $664k | 5% | Sep 2024 |
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Jmac Enterprises | 37k | $639k | 0% | Sep 2024 |
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Snowden Capital Advisors | 34k | $590k | 1% | Sep 2024 |
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Quad-Cities Investment Group | 34k | $588k | -1% | Sep 2024 |
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Raymond James Trust | 34k | $581k | 0% | Sep 2024 |
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Envestnet Asset Management | 33k | $574k | 58% | Sep 2024 |
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Fairman Group | 33k | $573k | 0% | Sep 2024 |
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Oppenheimer & Co | 32k | $555k | -8% | Sep 2024 |
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Goldman Sachs Group | 32k | $533k | 0% | Jun 2024 |
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Pathstone Holdings | 31k | $536k | 0% | Sep 2024 |
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D.A. Davidson & Co. | 31k | $517k | 3% | Jun 2024 |
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GPS Wealth Strategies Group | 31k | $529k | 0% | Sep 2024 |
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Atria Wealth Solutions | 30k | $526k | 3% | Sep 2024 |
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Advisory Services Network | 30k | $508k | 0% | Sep 2024 |
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Lifeworks Advisors | 30k | $514k | 0% | Sep 2024 |
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EP Wealth Advisors | 29k | $508k | 100% | Sep 2024 |
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Atomi Financial Group | 28k | $483k | 18% | Sep 2024 |
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PFG Investments | 28k | $463k | 12% | Jun 2024 |
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Integrated Wealth Concepts | 27k | $472k | 1% | Sep 2024 |
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Wolverine Asset Management | 26k | $455k | 100% | Sep 2024 |
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Wealthtrust Axiom | 26k | $441k | 0% | Jun 2024 |
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Capital CS Group | 26k | $452k | 0% | Sep 2024 |
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XML Financial | 25k | $433k | 0% | Sep 2024 |
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David J Yvars Group | 25k | $423k | -10% | Sep 2024 |
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Canal Capital Management | 24k | $416k | -15% | Sep 2024 |
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Nations Financial Group | 24k | $414k | 11% | Sep 2024 |
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Strategies Wealth Advisors | 24k | $411k | -1% | Sep 2024 |
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Kestra Private Wealth Services | 24k | $409k | 11% | Sep 2024 |
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ORG Partners | 23k | $405k | 0% | Sep 2024 |
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Kestra Advisory Services | 23k | $398k | 1% | Sep 2024 |
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ELCO Management | 22k | $389k | -2% | Sep 2024 |
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Good Life Advisors | 22k | $387k | 100% | Sep 2024 |
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Mercer Global Advisors | 22k | $364k | -7% | Jun 2024 |
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Litman Gregory Asset Management | 22k | $373k | 100% | Sep 2024 |
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Wealth Enhancement Advisory Services | 21k | $359k | -9% | Jun 2024 |
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Smith, Moore & Co. | 21k | $362k | -5% | Sep 2024 |
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Cyndeo Wealth Partners | 21k | $361k | 0% | Sep 2024 |
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Caprock | 20k | $352k | 100% | Sep 2024 |
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Old National Trust Company | 20k | $348k | 0% | Sep 2024 |
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Game Plan Financial Advisors | 20k | $347k | 0% | Sep 2024 |
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San Luis Wealth Advisors | 20k | $344k | -17% | Sep 2024 |
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Institute For Wealth Management | 20k | $341k | -1% | Sep 2024 |
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Mosaic Family Wealth Partners | 19k | $322k | 1% | Jun 2024 |
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Cascade Financial Partners | 19k | $332k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 19k | $322k | 0% | Sep 2024 |
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Brookstone Capital Management | 19k | $321k | 8% | Sep 2024 |
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Stratos Wealth Advisors | 18k | $317k | 2% | Sep 2024 |
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Dynamic Advisors Solutions | 18k | $312k | -4% | Sep 2024 |
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Dana Investment Advisors | 18k | $307k | 100% | Sep 2024 |
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Kovitz Investment Group Partners | 17k | $295k | 0% | Sep 2024 |
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J.w. Cole Advisors | 17k | $295k | 1% | Sep 2024 |
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Stephens | 17k | $293k | 0% | Sep 2024 |
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Insigneo Advisory Services | 17k | $293k | 0% | Sep 2024 |
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Live Oak Private Wealth | 16k | $281k | 0% | Sep 2024 |
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Silverlake Wealth Management | 16k | $280k | 0% | Sep 2024 |
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Smh Capital Advisors | 16k | $277k | -6% | Sep 2024 |
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Nbc Securities | 15k | $265k | -1% | Sep 2024 |
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TFG Advisers | 15k | $257k | -2% | Sep 2024 |
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LaSalle St. Investment Advisors | 15k | $252k | 0% | Sep 2024 |
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Lantz Financial | 14k | $250k | 0% | Sep 2024 |
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Kellett Schaffner Wealth Advisors | 14k | $234k | -6% | Sep 2024 |
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Lokken Investment Group | 13k | $233k | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 13k | $228k | 56% | Sep 2024 |
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Wealthcare Advisory Partners | 13k | $227k | 7% | Sep 2024 |
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Founders Financial Alliance | 13k | $219k | 100% | Sep 2024 |
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Private Trust Co Na | 13k | $211k | 0% | Jun 2024 |
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Western Wealth Management | 13k | $216k | 6% | Sep 2024 |
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Strategic Financial Concepts | 12k | $212k | -94% | Sep 2024 |
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Sapient Capital | 12k | $210k | 0% | Sep 2024 |
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Chicago Partners Investment | 12k | $209k | 1% | Sep 2024 |
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Mml Investors Services | 12k | $199k | 9% | Sep 2024 |
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Private Wealth Group | 11k | $198k | 0% | Sep 2024 |
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Calton & Associates | 11k | $197k | 100% | Sep 2024 |
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United Capital Financial Advisers | 11k | $189k | -1% | Sep 2024 |
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Huntington National Bank | 11k | $184k | 0% | Sep 2024 |
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Kayne Anderson Rudnick Investment Management | 10k | $175k | 0% | Sep 2024 |
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Ameritas Advisory Services | 10k | $174k | 100% | Sep 2024 |
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Arkadios Wealth Advisors | 10k | $174k | 0% | Sep 2024 |
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Global Retirement Partners | 9.8k | $170k | -2% | Sep 2024 |
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Us Bancorp | 9.4k | $164k | 317% | Sep 2024 |
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Larson Financial Group | 8.0k | $139k | 233% | Sep 2024 |
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Hanson McClain Advisors | 7.2k | $125k | 0% | Sep 2024 |
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Castleview Partners | 6.9k | $119k | 0% | Sep 2024 |
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CoreCap Advisors | 6.7k | $116k | 100% | Sep 2024 |
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Barrett & Company | 6.2k | $108k | 0% | Sep 2024 |
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Benjamin F. Edwards & Company | 5.5k | $93k | -7% | Jun 2024 |
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Delta Asset Management | 5.2k | $90k | 0% | Sep 2024 |
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Maryland Capital Advisors | 5.1k | $89k | -17% | Sep 2024 |
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Rothschild Investment | 5.0k | $87k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 3.4k | $60k | -97% | Sep 2024 |
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Who sold out of Calamos Strategic Total Return Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow State Investments | Mar 2024 | 15k | $238k |
Semus Wealth Partners | Jun 2024 | 11k | $188k |
Transcend Wealth Collective | Jun 2024 | 11k | $183k |
H D Vest Advisory Services | Mar 2024 | 11k | $175k |
Coldstream Capital Management | Jun 2024 | 10k | $176k |
Ashton Thomas Private Wealth | Jun 2024 | 5.6k | $95k |