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 218 institutions that hold shares in the stock, with a total of 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $681 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,785,092
shares
|
$87 Million
0.01% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,213,050
shares
|
$76.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,127,054
shares
|
$75.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,223,722
shares
|
$58.6 Million
0.01% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,954,032
shares
|
$35.5 Million
0.01% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,927,669
shares
|
$35.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
1,280,271
shares
|
$23.3 Million
0.9% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,170,880
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,059,785
shares
|
$19.3 Million
0.01% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
992,756
shares
|
$18.1 Million
2.01% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
919,026
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
753,522
shares
|
$13.7 Million
2.08% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
686,307
shares
|
$12.5 Million
0.02% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
507,354
shares
|
$9.23 Million
0.16% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
425,833
shares
|
$7.75 Million
0.07% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
422,126
shares
|
$7.68 Million
0.02% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
416,232
shares
|
$7.57 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
413,083
shares
|
$7.51 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
361,493
shares
|
$6.58 Million
2.36% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
297,404
shares
|
$5.41 Million
0.01% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
280,059
shares
|
$5.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
270,758
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2023
Added 1.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
262,058
shares
|
$4.77 Million
0.0% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
257,744
shares
|
$4.69 Million
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
229,965
shares
|
$4.18 Million
3.51% of portfolio
|
Q1 2025
New holding
|