Institutional Owners for CSQ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LAKE STREET PRIVATE WEALTH LLC | COM SH BEN INT | 51 | $1,284,227 | 78,450 | 0.00 | 0.00 | 750 | 0.97 | 03-31-2024 |
| CAPTRUST FINANCIAL ADVISORS | CEF | 52 | $1,270,181 | 77,592 | 0.00 | 0.00 | 22,242 | 40.18 | 03-31-2024 |
| CALAMOS WEALTH MANAGEMENT LLC | COM SH BEN INT | 53 | $1,014,444 | 61,970 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEWEDGE ADVISORS LLC | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,101 | 1.84 | 03-31-2024 |
