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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
17,006
shares
|
$309,339
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
16,179
shares
|
$294,296
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
15,345
shares
|
$279,125
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
15,263
shares
|
$277,633
0.09% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
15,132
shares
|
$275,251
1.35% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15,093
shares
|
$274,541
0.02% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
15,066
shares
|
$274,050
0.02% of portfolio
|
Q4 2024
Reduced 94.24%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
14,629
shares
|
$266,101
0.09% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
14,463
shares
|
$263,081
0.06% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
14,196
shares
|
$258,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
13,477
shares
|
$245,146
0.19% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
13,174
shares
|
$239,635
0.02% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,137
shares
|
$238,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,066
shares
|
$237,670
0.0% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
12,771
shares
|
$232,304
0.1% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,604
shares
|
$229,266
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,463
shares
|
$226,701
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,126
shares
|
$220,571
0.01% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
12,122
shares
|
$220,499
0.05% of portfolio
|
Q1 2025
Added 40.03%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
12,000
shares
|
$218,280
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
11,535
shares
|
$209,821
0.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
11,479
shares
|
$208,803
0.04% of portfolio
|
Q1 2025
Reduced 21.31%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
11,404
shares
|
$207,438
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
11,080
shares
|
$201,545
0.01% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
10,799
shares
|
$196,433
0.01% of portfolio
|
Q1 2025
Added 4.51%
|