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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
31,646
shares
|
$575,640
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
31,517
shares
|
$573,294
0.0% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
30,885
shares
|
$561,798
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
30,165
shares
|
$548,701
0.07% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
29,619
shares
|
$538,769
0.08% of portfolio
|
Q2 2024
Reduced 20.56%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
29,197
shares
|
$531,093
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
27,985
shares
|
$509,047
0.01% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
27,910
shares
|
$507,682
0.23% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
27,268
shares
|
$496,004
0.01% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
27,121
shares
|
$493,330
0.29% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
26,958
shares
|
$490,366
0.0% of portfolio
|
Q1 2025
Reduced 25.67%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
26,398
shares
|
$480,179
0.15% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
24,928
shares
|
$453,440
0.04% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
24,513
shares
|
$445,891
0.12% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
24,355
shares
|
$443,017
0.03% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
24,220
shares
|
$440,561
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
24,193
shares
|
$440,070
0.01% of portfolio
|
Q1 2025
Added 93.4%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
24,001
shares
|
$436,578
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,869
shares
|
$434,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
23,366
shares
|
$425,027
0.02% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
23,362
shares
|
$424,954
0.05% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
23,324
shares
|
$424,263
0.0% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
23,324
shares
|
$424,263
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
22,707
shares
|
$413,040
0.0% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
22,500
shares
|
$409,275
0.03% of portfolio
|
Q4 2024
Added 4.65%
|