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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
15,322
shares
|
$272,731
0.02% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
14,807
shares
|
$263,564
0.09% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
14,527
shares
|
$258,580
0.1% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
14,400
shares
|
$256,320
0.07% of portfolio
|
Q2 2019
Reduced 9.0%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
13,477
shares
|
$239,890
0.22% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
13,421
shares
|
$238,893
0.1% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,165
shares
|
$234,337
0.0% of portfolio
|
Q3 2024
Added 55.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
13,100
shares
|
$233,180
0.01% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,640
shares
|
$224,992
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
12,602
shares
|
$224,315
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
12,525
shares
|
$222,945
0.02% of portfolio
|
Q1 2024
Added 19.21%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,463
shares
|
$221,841
0.01% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
12,200
shares
|
$217,160
0.07% of portfolio
|
Q3 2024
Reduced 94.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
12,076
shares
|
$214,952
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
11,903
shares
|
$211,873
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,477
shares
|
$204,290
0.0% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
11,404
shares
|
$202,991
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
11,348
shares
|
$201,994
0.08% of portfolio
|
Q3 2024
Reduced 58.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,912
shares
|
$194,233
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,577
shares
|
$188,270
0.0% of portfolio
|
Q2 2024
Added 86.61%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
10,063
shares
|
$179,121
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
10,001
shares
|
$178,017
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
10,000
shares
|
$178,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,802
shares
|
$174,475
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,425
shares
|
$167,765
0.0% of portfolio
|
Q3 2024
Added 317.22%
|