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 $677 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
215,309
shares
|
$3.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
190,357
shares
|
$3.46 Million
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
189,631
shares
|
$3.45 Million
0.01% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
183,668
shares
|
$3.34 Million
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
176,813
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
149,193
shares
|
$2.71 Million
0.02% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
141,618
shares
|
$2.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
140,824
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
134,893
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
131,222
shares
|
$2.39 Million
1.26% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
129,550
shares
|
$2.36 Million
0.42% of portfolio
|
Q1 2021
Reduced 13.37%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
125,852
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Added 659.29%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
122,330
shares
|
$2.23 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
109,517
shares
|
$1.99 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
104,127
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
99,472
shares
|
$1.81 Million
0.24% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
99,309
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
97,722
shares
|
$1.78 Million
0.29% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
97,515
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
96,730
shares
|
$1.76 Million
0.14% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
89,740
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
85,160
shares
|
$1.55 Million
0.07% of portfolio
|
Q1 2025
Added 37.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
79,700
shares
|
$1.45 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
78,207
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
68,309
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 4.09%
|