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 187 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,730,358
shares
|
$76.9 Million
0.01% of portfolio
|
Q1 2024
Added 2.81%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,184,223
shares
|
$68 Million
0.02% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,878,238
shares
|
$63.1 Million
0.01% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,809,556
shares
|
$45.7 Million
0.01% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,791,148
shares
|
$29.1 Million
0.01% of portfolio
|
Q1 2024
Added 1.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,214,014
shares
|
$19.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 30, 2024 Q1 2024 |
932,853
shares
|
$15.2 Million
2.21% of portfolio
|
Q1 2024
Added 5.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
855,961
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
843,445
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
675,910
shares
|
$11 Million
1.87% of portfolio
|
Q1 2024
Added 12.78%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
580,982
shares
|
$9.45 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 10, 2024 Q1 2024 |
496,747
shares
|
$8.08 Million
0.34% of portfolio
|
Q1 2024
Added 1667.78%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
450,570
shares
|
$7.33 Million
0.14% of portfolio
|
Q1 2024
Reduced 9.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
396,487
shares
|
$6.45 Million
0.11% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Cetera Advisors LLC
Denver, CO |
May 14, 2024 Q1 2024 |
389,919
shares
|
$6.34 Million
0.05% of portfolio
|
Q1 2024
Added 5.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
364,628
shares
|
$5.93 Million
0.19% of portfolio
|
Q1 2024
Added 9.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
352,147
shares
|
$5.73 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
347,459
shares
|
$5.65 Million
0.02% of portfolio
|
Q1 2024
Added 4.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
271,249
shares
|
$4.41 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
270,758
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2023
Added 1.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
268,653
shares
|
$4.37 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
247,270
shares
|
$4.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
240,260
shares
|
$3.91 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
213,570
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
193,995
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2024
Added 7.25%
|
|