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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
30,515
shares
|
$543,167
0.07% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,307
shares
|
$539,464
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
30,189
shares
|
$537,364
0.01% of portfolio
|
Q2 2024
Added 7.51%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
29,619
shares
|
$527,218
0.1% of portfolio
|
Q2 2024
Reduced 20.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
29,297
shares
|
$521,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
27,821
shares
|
$495,213
0.03% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
27,358
shares
|
$486,972
0.03% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
27,174
shares
|
$483,697
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
26,208
shares
|
$466,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
26,174
shares
|
$465,897
0.14% of portfolio
|
Q3 2022
Added 50.22%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
26,041
shares
|
$463,529
0.31% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
25,130
shares
|
$447,314
0.0% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
24,928
shares
|
$443,718
0.04% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
24,452
shares
|
$435,245
0.27% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
24,000
shares
|
$427,200
0.07% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
23,880
shares
|
$425,064
0.03% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
23,662
shares
|
$421,183
0.05% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,563
shares
|
$419,421
0.01% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
23,324
shares
|
$415,167
0.07% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,928
shares
|
$408,118
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,424
shares
|
$399,147
0.21% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
22,284
shares
|
$396,655
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,591
shares
|
$384,319
0.0% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
21,500
shares
|
$382,700
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
20,942
shares
|
$372,767
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|