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 220 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $705 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,735,753
shares
|
$87.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,205,936
shares
|
$77.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,954,039
shares
|
$73.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,289,521
shares
|
$60.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,000,211
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,995,245
shares
|
$36.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
1,438,135
shares
|
$26.6 Million
0.92% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,170,880
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,078,841
shares
|
$19.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
994,476
shares
|
$18.4 Million
2.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
919,026
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
782,813
shares
|
$14.5 Million
2.14% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
685,328
shares
|
$12.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
604,464
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Added 43.2%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
530,147
shares
|
$9.8 Million
0.18% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
512,616
shares
|
$9.48 Million
0.13% of portfolio
|
Q2 2025
Added 23.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
434,485
shares
|
$8.03 Million
0.06% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
409,908
shares
|
$7.58 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
394,767
shares
|
$7.3 Million
2.69% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
382,804
shares
|
$7.08 Million
0.01% of portfolio
|
Q2 2025
Added 36.69%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
372,587
shares
|
$6.89 Million
0.15% of portfolio
|
Q2 2025
Added 204.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
270,758
shares
|
$5.01 Million
0.01% of portfolio
|
Q3 2023
Added 1.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
267,626
shares
|
$4.95 Million
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
265,927
shares
|
$4.92 Million
0.01% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
229,965
shares
|
$4.25 Million
3.51% of portfolio
|
Q4 2024
Reduced 0.43%
|