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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,058
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
56,256
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
53,050
shares
|
$944,290
0.09% of portfolio
|
Q3 2024
Added 104.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
52,384
shares
|
$932,435
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
52,180
shares
|
$928,804
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
50,086
shares
|
$891,530
0.03% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
45,542
shares
|
$810,647
0.01% of portfolio
|
Q1 2022
Added 1.11%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
45,000
shares
|
$801,000
0.0% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,974
shares
|
$764,937
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
41,674
shares
|
$741,797
0.12% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
40,000
shares
|
$712,000
0.28% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
39,186
shares
|
$697,510
0.03% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
38,921
shares
|
$692,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
38,471
shares
|
$684,783
0.06% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
37,034
shares
|
$659,205
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
36,827
shares
|
$655,520
0.1% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,411
shares
|
$648,115
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,022
shares
|
$605,591
0.02% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
33,916
shares
|
$603,704
0.3% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
33,465
shares
|
$595,677
0.01% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
33,099
shares
|
$589,162
0.0% of portfolio
|
Q3 2024
Added 57.6%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
33,051
shares
|
$588,307
0.52% of portfolio
|
Q2 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
31,995
shares
|
$569,511
0.01% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
31,646
shares
|
$563,298
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
30,885
shares
|
$549,753
0.0% of portfolio
|
Q2 2024
New holding
|