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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
20,850
shares
|
$371,130
0.03% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
20,825
shares
|
$370,685
0.14% of portfolio
|
Q3 2023
Added 34.35%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,818
shares
|
$370,560
0.03% of portfolio
|
Q1 2023
Reduced 5.03%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
20,282
shares
|
$361,019
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
20,075
shares
|
$357,335
0.01% of portfolio
|
Q2 2023
Added 99.26%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
20,000
shares
|
$356,000
0.19% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
19,830
shares
|
$352,974
0.07% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
19,666
shares
|
$350,054
0.04% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
19,277
shares
|
$343,130
0.05% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
18,872
shares
|
$335,921
0.18% of portfolio
|
Q1 2023
Reduced 19.84%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
18,723
shares
|
$333,269
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18,582
shares
|
$330,759
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
18,526
shares
|
$329,762
0.01% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,277
shares
|
$325,330
0.01% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
17,994
shares
|
$320,293
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
17,664
shares
|
$314,419
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
17,022
shares
|
$302,991
0.02% of portfolio
|
Q1 2023
Reduced 6.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,022
shares
|
$302,991
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
16,980
shares
|
$302,244
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
16,866
shares
|
$300,214
0.0% of portfolio
|
Q4 2023
Added 9.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
16,863
shares
|
$300,161
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,297
shares
|
$290,086
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
16,179
shares
|
$287,986
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
16,163
shares
|
$287,701
0.11% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
15,981
shares
|
$284,461
1.74% of portfolio
|
Q3 2024
Reduced 5.88%
|