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 201 institutions that hold shares in the stock, with a total of 33.8 Million shares, which have been reported (via 13F filing form) to have a value of $614 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7,227
shares
|
$132,037
0.0% of portfolio
|
Q2 2024
Added 43.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,879
shares
|
$125,679
0.0% of portfolio
|
Q1 2020
Reduced 78.75%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
6,850
shares
|
$125,149
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,700
shares
|
$122,409
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
6,249
shares
|
$114,169
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,516
shares
|
$100,777
0.0% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
5,205
shares
|
$95,095
0.01% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
5,104
shares
|
$93,250
0.04% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
5,000
shares
|
$91,350
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,428
shares
|
$62,629
0.0% of portfolio
|
Q3 2024
Reduced 97.0%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
3,090
shares
|
$56,454
0.04% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,000
shares
|
$54,810
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
2,578
shares
|
$47,100
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,511
shares
|
$45,875
0.01% of portfolio
|
Q1 2024
Reduced 33.85%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,400
shares
|
$43,848
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,369
shares
|
$43,281
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
2,000
shares
|
$36,540
0.02% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,912
shares
|
$34,932
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,848
shares
|
$33,762
0.0% of portfolio
|
Q3 2023
Reduced 82.23%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,754
shares
|
$32,045
0.01% of portfolio
|
Q4 2022
Reduced 45.76%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,736
shares
|
$31,716
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,734
shares
|
$31,680
0.0% of portfolio
|
Q1 2022
Reduced 48.32%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,692
shares
|
$30,912
0.01% of portfolio
|
Q2 2019
Reduced 49.99%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,600
shares
|
$29,232
0.0% of portfolio
|
Q2 2023
Reduced 59.37%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,600
shares
|
$29,232
0.0% of portfolio
|
Q2 2024
Reduced 38.46%
|