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 185 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $520 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Jan 29, 2024 Q4 2023 |
18,706
shares
|
$303,598
0.05% of portfolio
|
Q4 2023
Added 1.14%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
18,550
shares
|
$301,066
0.01% of portfolio
|
Q1 2024
Added 0.12%
|
|
Smh Capital Advisors Inc
|
May 13, 2024 Q1 2024 |
18,428
shares
|
$299,086
1.95% of portfolio
|
Q1 2024
Added 11.66%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
18,066
shares
|
$293,211
0.03% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 18, 2024 Q1 2024 |
18,061
shares
|
$293,130
0.15% of portfolio
|
Q1 2024
Added 0.29%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
17,671
shares
|
$286,800
0.02% of portfolio
|
Q1 2024
Added 1.8%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
17,022
shares
|
$276,267
0.0% of portfolio
|
Q1 2024
New holding
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
17,022
shares
|
$276,267
0.02% of portfolio
|
Q1 2023
Reduced 6.74%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
16,866
shares
|
$273,735
0.0% of portfolio
|
Q4 2023
Added 9.52%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
16,804
shares
|
$272,728
0.01% of portfolio
|
Q1 2024
Added 22.43%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
16,551
shares
|
$268,622
0.01% of portfolio
|
Q1 2024
Added 0.72%
|
|
Live Oak Private Wealth LLC
|
Apr 23, 2024 Q1 2024 |
16,179
shares
|
$262,585
0.05% of portfolio
|
Q2 2020
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
15,433
shares
|
$250,477
0.02% of portfolio
|
Q1 2024
Added 0.31%
|
|
Tfg Advisers LLC
|
May 06, 2024 Q1 2024 |
15,147
shares
|
$245,835
0.1% of portfolio
|
Q1 2024
Added 0.3%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2024 Q1 2024 |
15,010
shares
|
$243,612
0.21% of portfolio
|
Q1 2024
Reduced 6.83%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
15,000
shares
|
$243,450
0.0% of portfolio
|
Q1 2024
Reduced 28.56%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2024 Q1 2024 |
14,977
shares
|
$243,076
0.02% of portfolio
|
Q4 2023
Reduced 3.31%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
14,975
shares
|
$243,044
0.0% of portfolio
|
Q1 2024
Reduced 65.63%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
14,593
shares
|
$236,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
Flow State Investments, L.P.
Chicago, IL |
May 13, 2024 Q1 2024 |
14,560
shares
|
$236,308
0.07% of portfolio
|
Q1 2024
Reduced 13.56%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
14,400
shares
|
$233,712
0.08% of portfolio
|
Q2 2019
Reduced 9.0%
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 26, 2024 Q1 2024 |
14,277
shares
|
$231,715
0.16% of portfolio
|
Q1 2024
Reduced 10.58%
|
|
Lokken Investment Group LLC
|
May 14, 2024 Q1 2024 |
13,534
shares
|
$219,656
0.11% of portfolio
|
Q4 2023
Added 4.38%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
12,615
shares
|
$204,741
0.01% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 22, 2024 Q1 2024 |
12,600
shares
|
$204,498
0.05% of portfolio
|
Q1 2024
New holding
|