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 185 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $520 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
52,104
shares
|
$845,647
0.02% of portfolio
|
Q1 2024
New holding
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 14, 2024 Q1 2024 |
51,000
shares
|
$827,730
0.36% of portfolio
|
Q4 2023
Reduced 3.77%
|
|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
48,281
shares
|
$783,600
0.03% of portfolio
|
Q1 2024
Added 1.97%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
47,814
shares
|
$776,021
0.03% of portfolio
|
Q1 2024
Added 4.55%
|
|
Consolidated Planning Corp
Atlanta, GA |
May 02, 2024 Q1 2024 |
47,481
shares
|
$770,616
0.14% of portfolio
|
Q1 2024
Reduced 18.67%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
47,400
shares
|
$769,302
0.01% of portfolio
|
Q1 2024
Added 1.78%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
45,542
shares
|
$739,146
0.01% of portfolio
|
Q1 2022
Added 1.11%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
45,000
shares
|
$730,350
0.0% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
9258 Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
42,904
shares
|
$696,331
0.11% of portfolio
|
Q1 2024
Added 2.51%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
40,799
shares
|
$662,167
0.0% of portfolio
|
Q1 2024
Added 90.6%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 10, 2024 Q1 2024 |
37,284
shares
|
$605,119
0.17% of portfolio
|
Q3 2023
New holding
|
|
Jmac Enterprises LLC
|
Apr 30, 2024 Q1 2024 |
36,616
shares
|
$594,277
0.11% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
36,538
shares
|
$593,011
0.06% of portfolio
|
Q1 2024
Added 4.86%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
35,185
shares
|
$571,052
0.01% of portfolio
|
Q4 2023
Reduced 3.26%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
34,949
shares
|
$567,222
0.01% of portfolio
|
Q1 2024
Added 9.85%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 12, 2024 Q1 2024 |
33,978
shares
|
$551,462
0.33% of portfolio
|
Q1 2024
Reduced 13.08%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
33,968
shares
|
$551,300
0.0% of portfolio
|
Q1 2024
Added 38.67%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
33,335
shares
|
$541,027
0.02% of portfolio
|
Q1 2024
Added 41.85%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
31,646
shares
|
$513,614
0.0% of portfolio
|
Q3 2021
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
30,515
shares
|
$495,258
0.08% of portfolio
|
Q1 2024
Added 1.16%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
29,880
shares
|
$484,952
0.0% of portfolio
|
Q1 2024
Added 18.43%
|
|
Canal Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
28,400
shares
|
$460,932
0.08% of portfolio
|
Q2 2023
Reduced 8.68%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
28,081
shares
|
$455,754
0.01% of portfolio
|
Q1 2024
Reduced 10.61%
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
28,000
shares
|
$454,440
0.05% of portfolio
|
Q1 2024
New holding
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Apr 22, 2024 Q1 2024 |
27,362
shares
|
$444,085
0.07% of portfolio
|
Q1 2024
Added 21.93%
|