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 198 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
185,152
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
176,382
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
170,285
shares
|
$3.03 Million
0.33% of portfolio
|
Q3 2024
Added 33.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
163,277
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
145,897
shares
|
$2.6 Million
1.5% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
145,005
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
143,776
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
140,327
shares
|
$2.5 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
132,878
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
129,550
shares
|
$2.31 Million
0.42% of portfolio
|
Q1 2021
Reduced 13.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
122,412
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
106,735
shares
|
$1.9 Million
0.92% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
102,828
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
99,070
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
98,712
shares
|
$1.76 Million
0.23% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
97,222
shares
|
$1.73 Million
0.31% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
91,845
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
87,766
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
79,950
shares
|
$1.42 Million
0.23% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
79,700
shares
|
$1.42 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
77,969
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
67,067
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 58.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
63,416
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
61,970
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2023
Reduced 17.79%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
59,468
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.75%
|