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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
64,308
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 89.19%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
64,098
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
63,808
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 42.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
63,650
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
59,964
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
57,293
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
57,169
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
53,343
shares
|
$970,309
0.04% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
52,604
shares
|
$956,866
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
52,255
shares
|
$950,518
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
45,542
shares
|
$828,408
0.01% of portfolio
|
Q1 2022
Added 1.11%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
45,000
shares
|
$818,550
0.0% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
43,803
shares
|
$796,776
0.01% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,974
shares
|
$781,697
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,884
shares
|
$743,679
0.01% of portfolio
|
Q1 2025
Reduced 46.96%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
38,800
shares
|
$705,772
0.28% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
36,679
shares
|
$667,191
0.02% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
36,545
shares
|
$664,753
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,257
shares
|
$623,134
0.04% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
34,070
shares
|
$619,733
0.03% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
33,465
shares
|
$608,728
0.01% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
33,051
shares
|
$601,197
0.54% of portfolio
|
Q2 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
32,919
shares
|
$598,796
0.28% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
32,155
shares
|
$584,899
0.0% of portfolio
|
Q1 2025
Reduced 65.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
32,029
shares
|
$582,607
0.03% of portfolio
|
Q1 2025
Reduced 2.37%
|