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 207 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $586 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,737,108
shares
|
$76 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,348,043
shares
|
$69.8 Million
0.01% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,179,815
shares
|
$67.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,147,864
shares
|
$50.5 Million
0.01% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,134,791
shares
|
$34.3 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,779,463
shares
|
$28.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,170,880
shares
|
$18.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
1,148,174
shares
|
$18.4 Million
0.82% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
992,756
shares
|
$15.9 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
|
$14.8 Million
0.02% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
911,027
shares
|
$14.6 Million
0.01% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
753,506
shares
|
$12.1 Million
2.37% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
675,484
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 22.32%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
498,330
shares
|
$8 Million
0.17% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
416,232
shares
|
$6.68 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
|
$6.63 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
390,663
shares
|
$6.27 Million
0.06% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
365,917
shares
|
$5.87 Million
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
360,621
shares
|
$5.79 Million
2.54% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
308,206
shares
|
$4.95 Million
0.01% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
281,872
shares
|
$4.52 Million
0.01% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
270,758
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2023
Added 1.5%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
257,744
shares
|
$4.14 Million
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
247,451
shares
|
$3.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
215,309
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.81%
|