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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,662
shares
|
$193,941
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
10,577
shares
|
$192,395
0.0% of portfolio
|
Q2 2024
Added 86.61%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,185
shares
|
$185,265
0.02% of portfolio
|
Q4 2024
Reduced 18.68%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,160
shares
|
$184,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
10,063
shares
|
$183,045
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
10,001
shares
|
$181,918
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
9,965
shares
|
$181,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,895
shares
|
$179,990
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
9,586
shares
|
$174,369
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,273
shares
|
$150,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,326
shares
|
$133,259
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,879
shares
|
$125,129
0.0% of portfolio
|
Q1 2020
Reduced 78.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,700
shares
|
$121,873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
6,249
shares
|
$113,669
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
5,893
shares
|
$107,193
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,516
shares
|
$100,336
0.0% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,499
shares
|
$100,026
0.0% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,477
shares
|
$99,626
0.0% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,196
shares
|
$94,515
0.0% of portfolio
|
Q2 2025
Added 199.14%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
5,105
shares
|
$92,859
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
5,000
shares
|
$90,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,869
shares
|
$70,377
0.0% of portfolio
|
Q2 2025
Added 78.38%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,527
shares
|
$64,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,428
shares
|
$62,355
0.0% of portfolio
|
Q3 2024
Reduced 97.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,140
shares
|
$57,116
0.0% of portfolio
|
Q1 2025
Reduced 12.66%
|