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 |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
22,224
shares
|
$404,254
0.2% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
21,822
shares
|
$396,942
0.01% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
21,037
shares
|
$382,663
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
20,825
shares
|
$378,806
0.14% of portfolio
|
Q3 2023
Added 34.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
20,571
shares
|
$374,186
0.0% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
20,282
shares
|
$368,929
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
20,092
shares
|
$365,473
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
20,000
shares
|
$363,800
0.2% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
19,850
shares
|
$361,071
0.03% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
19,647
shares
|
$357,378
0.05% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
19,040
shares
|
$346,337
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
18,872
shares
|
$343,281
0.18% of portfolio
|
Q1 2023
Reduced 19.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
18,791
shares
|
$341,808
0.0% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
18,768
shares
|
$341,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
18,723
shares
|
$340,571
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,622
shares
|
$338,734
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
18,515
shares
|
$336,787
0.06% of portfolio
|
Q4 2024
Reduced 22.85%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
18,379
shares
|
$334,314
0.26% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
17,898
shares
|
$325,564
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
17,664
shares
|
$321,308
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
17,502
shares
|
$318,361
0.04% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
17,260
shares
|
$313,959
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,120
shares
|
$311,412
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
17,022
shares
|
$309,630
0.02% of portfolio
|
Q1 2023
Reduced 6.74%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
17,016
shares
|
$309,521
0.04% of portfolio
|
Q1 2025
Reduced 13.48%
|