CSQ / Calamos Strategic Total Return Fund - Kepemilikan Institusional - Penjual

Calamos Strategic Total Return Fund
US ˙ NasdaqGS ˙ US1281251017

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-05-14 13F Landscape Capital Management, L.l.c. 0 -100.00 0
2025-07-17 13F San Luis Wealth Advisors LLC 18,649 -7.18 0
2025-08-06 13F Savant Capital, LLC 134,743 -0.11 2,458 12.60
2025-04-17 13F Cyndeo Wealth Partners, LLC 0 -100.00 0
2025-08-06 13F Smh Capital Advisors Inc 14,922 -1.39 272 11.48
2025-08-11 13F HighTower Advisors, LLC 118,806 -15.64 2,167 -4.87
2025-04-24 13F Decker Retirement Planning Inc. 0 -100.00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 22,615 -7.14 413 4.57
2025-05-02 13F BlackRock, Inc. 0 -100.00 0
2025-08-05 13F Uniting Wealth Partners, LLC 25,424 -8.91 464 2.66
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-19 13F National Asset Management, Inc. 0 -100.00 0
2025-08-05 13F Lifeworks Advisors, LLC 15,956 -46.13 291 -39.25
2025-07-28 13F Harbour Investments, Inc. 54,119 -5.54 987 6.59
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-25 13F Apollon Wealth Management, LLC 409,908 -0.77 7,477 11.87
2025-08-14 13F Atomi Financial Group, Inc. 0 -100.00 0
2025-08-05 13F Pointe Capital Management LLC 131,220 -0.00 2,393 12.72
2025-08-19 13F Advisory Services Network, LLC 10,955 -62.48 201 -57.63
2025-08-12 13F Steward Partners Investment Advisory, Llc 145,072 -2.76 2,646 9.66
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0 -100.00
2025-08-12 13F J.w. Cole Advisors, Inc. 125,008 -0.67 2,280 11.98
2025-08-15 13F Morgan Stanley 4,205,936 -0.17 76,716 12.54
2025-07-15 13F Bay Capital Advisors, LLC 18,379 -19.32 335 -8.97
2025-08-14 13F GWM Advisors LLC 62,018 -2.56 1,131 9.91
2025-07-24 13F Lokken Investment Group LLC 11,812 -7.51 215 4.37
2025-08-25 13F/A Kovitz Investment Group Partners, LLC 0 -100.00 0
2025-08-13 13F StoneX Group Inc. 0 -100.00 0 -100.00
2025-08-08 13F Hartland & Co., LLC 139,285 -1.65 2,541 10.87
2025-07-17 13F Janney Montgomery Scott LLC 189,213 -0.22 3 0.00
2025-05-08 13F Essential Planning, LLC. 0 -100.00 0
2025-07-01 13F Legacy Wealth Management, LLC / MS 0 -100.00 0
2025-08-12 13F MAI Capital Management 4,977 -9.13 91 2.27
2025-07-21 13F Ameriflex Group, Inc. 0 -100.00 0
2025-08-08 13F Cetera Investment Advisers 685,328 -0.14 12,500 12.57
2025-08-18 13F N.E.W. Advisory Services LLC 2,200 -37.62 40 -29.82
2025-08-13 13F WealthTrust Axiom LLC 23,813 -2.86 434 9.60
2025-08-11 13F Principal Securities, Inc. 0 -100.00 0
2025-04-23 13F Financial Life Planners 0 -100.00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 280,507 -5.68 5,117 6.32
2025-08-13 13F Cresset Asset Management, LLC 20,743 -1.40 378 11.18
2025-03-10 13F Mattson Financial Services, LLC 0 -100.00 0
2025-08-14 13F MGB Wealth Management, LLC 0 -100.00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 12,174 -70.22 222 -66.41
2025-08-14 13F IHT Wealth Management, LLC 11,551 -8.35 211 3.45
2025-08-12 13F Global Retirement Partners, LLC 6,873 -30.54 125 -28.57
2025-04-14 13F Old National Bancorp /in/ 0 -100.00 0
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-07-11 13F Quad-Cities Investment Group, LLC 32,919 -0.38 600 12.36
2025-08-14 13F Mercer Global Advisors Inc /adv 13,272 -29.37 242 -20.39
2025-07-14 13F Maryland Capital Advisors Inc. 0 -100.00 0
2025-08-11 13F United Capital Financial Advisers, Llc 0 -100.00 0
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-08-04 13F ELCO Management Co., LLC 22,124 -0.45 404 12.26
2025-04-22 13F Jmac Enterprises Llc 0 -100.00 0
2025-08-14 13F Warren Averett Asset Management, LLC 43,643 -0.37 796 12.43
2025-08-14 13F Bank Of America Corp /de/ 4,735,753 -1.03 86,380 11.57
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 436 -50.00 8 -50.00
2025-08-14 13F CoreCap Advisors, LLC 6,500 -2.99 119 9.26
2025-07-17 13F XML Financial, LLC 24,078 -3.41 439 8.93
2025-07-18 13F Institute for Wealth Management, LLC. 16,602 -2.43 303 9.82
2025-08-14 13F EP Wealth Advisors, Inc. 19,148 -39.25 349 -31.43
2025-08-14 13F UBS Group AG 3,954,039 -4.19 72,122 8.01
2025-07-22 13F DAVENPORT & Co LLC 206,728 -3.99 3,771 8.24
2025-07-29 13F Stephens Inc /ar/ 16,866 -2.28 308 10.04
2025-08-14 13F Snowden Capital Advisors LLC 35,632 -2.85 650 9.44
2025-05-13 13F Northern Trust Corp 0 -100.00 0
2025-08-13 13F Baird Financial Group, Inc. 22,138 -17.88 404 -7.57
2025-08-13 13F Smith, Moore & Co. 19,150 -3.53 349 8.72
2025-07-11 13F Lantz Financial LLC 12,000 -16.67 219 -6.03
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Modern Wealth Management, LLC 18,300 -2.49 334 9.90
2025-07-18 13F Consolidated Planning Corp 15,071 -13.89 275 -3.18
2025-05-12 13F Fmr Llc 0 -100.00 0
2025-04-09 13F Capital CS Group, LLC 0 -100.00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-08-14 13F Smartleaf Asset Management LLC 2,502 -0.36 45 12.50
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 153,564 -13.15 3 0.00
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-08-05 13F Aviance Capital Partners, LLC 97,262 -2.22 1,774 10.25
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 59,964 -0.32 1,094 12.33
2025-05-02 13F Capital A Wealth Management, LLC 1,280 -11.72 21 -20.00
2025-05-14 13F Gould Capital, LLC 0 -100.00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 17,271 -16.04 315 -5.12
2025-08-07 13F CENTRAL TRUST Co 84,515 -5.82 1,542 6.20
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