Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Calamos Strategic Total Return Fund meliputi Colony Group, LLC, NWF Advisory Services Inc., Summit Financial, LLC, Trust Co Of Vermont, GHP Investment Advisors, Inc., Dunhill Financial, LLC, Evolution Wealth Management Inc., Arlington Trust Co LLC, First Pacific Financial, Armstrong Advisory Group, Inc, dan Russell Investments Group, Ltd. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,289,521 | 2.04 | 60,001 | 15.03 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11,549 | 0.61 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 44,660 | 815 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2,128 | 39 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57,224 | 0.10 | 1,044 | 12.88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1,100 | 20 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 530,147 | 4.49 | 9,670 | 17.80 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 111,305 | 15.07 | 2,030 | 32.59 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 19,404 | 9.85 | 354 | 23.86 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 604,464 | 43.20 | 11,025 | 61.42 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 434,485 | 2.03 | 7,925 | 15.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,000,211 | 2.36 | 36,484 | 15.40 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 27,888 | 63.99 | 509 | 84.73 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 782,813 | 3.89 | 14,279 | 17.12 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,206 | 40 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 107,541 | 8.29 | 1,962 | 22.10 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17,120 | 2.23 | 312 | 15.56 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 372,587 | 204.58 | 6,796 | 243.36 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,329 | 1.66 | 188 | 14.63 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 52,296 | 0.08 | 954 | 12.78 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 13,676 | 23.43 | 249 | 39.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32,479 | 36.07 | 592 | 53.37 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 958,325 | 9.97 | 17,480 | 23.96 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 34,356 | 0.29 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 382,804 | 36.69 | 6,982 | 54.09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 72,393 | 5.98 | 1,320 | 19.46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,236 | 0.91 | 225 | 14.21 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,089 | 30.08 | 312 | 46.70 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 229,965 | 0.43 | 3,721 | -8.26 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 479,810 | 17.37 | 8,752 | 32.31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 991 | 466.29 | 18 | 800.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 41,287 | 257.93 | 753 | 304.84 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18,644 | 0.12 | 340 | 12.96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 192,437 | 4.77 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 19,850 | 1.03 | 362 | 14.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26,952 | 11.40 | 492 | 25.58 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 40,134 | 649 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 11,728 | 214 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 109,462 | 199.53 | 1,997 | 237.73 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,235 | 13.38 | 114 | 31.40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,658 | 413 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3,400 | 62 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 23,381 | 0.24 | 426 | 13.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2,428 | 44 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 805 | 15 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31,797 | 13.62 | 580 | 28.10 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 26,699 | 1.14 | 487 | 13.82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23,381 | 0.24 | 426 | 13.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,196 | 199.14 | 95 | 235.71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 37,638 | 17.51 | 687 | 32.43 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 173 | 1.76 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 994,476 | 0.17 | 18,139 | 12.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,869 | 78.38 | 71 | 100.00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,200 | 22 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5,289 | 96 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,744 | 5.19 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,078,841 | 1.80 | 19,678 | 14.76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15,093 | 0.60 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 16,441 | 13.68 | 300 | 27.78 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 30,825 | 562 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84,075 | 31.76 | 1,534 | 48.55 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22,808 | 416 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 7,909 | 246.89 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81,223 | 3.86 | 1,482 | 17.08 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 23,462 | 0.43 | 428 | 13.26 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 15,698 | 2.85 | 286 | 16.26 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27,621 | 1.29 | 504 | 14.06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 1,100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 64,763 | 0.71 | 1,181 | 13.56 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 65,448 | 2.11 | 1,194 | 15.04 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 394,767 | 9.20 | 7,201 | 23.12 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 14,690 | 0.42 | 268 | 13.14 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 55,333 | 3.73 | 1,009 | 16.92 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,187 | 5.49 | 295 | 18.47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 20,704 | 378 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22,199 | 1.73 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22,707 | 9.00 | 419 | 24.04 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 15,923 | 31.36 | 290 | 47.96 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 27,121 | 6.77 | 493 | 19.42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 267,626 | 2.12 | 4,872 | 14.24 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 24,720 | 2.06 | 451 | 15.09 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 512,616 | 23.16 | 9,350 | 38.85 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 13,924 | 5.69 | 254 | 18.78 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15,772 | 11.10 | 288 | 25.33 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 1,438,135 | 12.33 | 26,232 | 26.63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 132 | -23.39 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 265,927 | 3.17 | 4,851 | 16.31 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,250 | 187 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,324 | 101.40 | 115 | 130.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,995,245 | 3.51 | 36,393 | 16.69 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11,074 | 2.55 | 202 | 22.56 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 2,500 | 1.87 | 46 | 15.38 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 119,736 | 9.33 | 2,184 | 23.26 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 29,765 | 24.02 | 543 | 39.69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 53,929 | 2.52 | 984 | 15.51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 106,036 | 1.83 | 1,934 | 14.85 |
