CSQ / Calamos Strategic Total Return Fund - Institutionellt ägande - Säljare

Calamos Strategic Total Return Fund
US ˙ NasdaqGS ˙ US1281251017

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-05-14 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
2025-08-14 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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