Institutional Ownership Calamos Strategic Total Return Fund (CSQ)
This table provides information about the institutional ownership of Calamos Strategic Total Return Fund (CSQ). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $744 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,783,958
shares
|
$88.8 Million
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,300,434
shares
|
$79.9 Million
0.01% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,946,285
shares
|
$73.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,188,843
shares
|
$59.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
2,211,013
shares
|
$41.1 Million
1.43% of portfolio
|
Q3 2025
Added 53.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,023,846
shares
|
$37.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,990,969
shares
|
$37 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,170,880
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,116,718
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,007,582
shares
|
$18.7 Million
2.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
919,026
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
792,485
shares
|
$14.7 Million
2.37% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
761,379
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
623,914
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
525,238
shares
|
$9.75 Million
0.13% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
520,711
shares
|
$9.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
497,014
shares
|
$9.23 Million
3.4% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
431,298
shares
|
$8.01 Million
0.06% of portfolio
|
Q3 2025
Added 2564.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
407,697
shares
|
$7.57 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
392,794
shares
|
$7.29 Million
0.12% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
381,238
shares
|
$7.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
375,963
shares
|
$6.98 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
285,951
shares
|
$5.31 Million
0.01% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
281,390
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
278,914
shares
|
$5.18 Million
0.0% of portfolio
|
Q3 2025
Added 4.22%
|
|