Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Calamos Strategic Total Return Fund inkluderar 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, och Russell Investments Group, Ltd. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
