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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
3,090
shares
|
$56,207
0.03% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
3,060
shares
|
$55,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,511
shares
|
$45,675
0.0% of portfolio
|
Q1 2024
Reduced 33.85%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
2,454
shares
|
$44,638
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,400
shares
|
$43,656
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,280
shares
|
$41,473
0.0% of portfolio
|
Q4 2024
Added 42.5%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,128
shares
|
$38,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,912
shares
|
$34,779
0.0% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,848
shares
|
$33,615
0.0% of portfolio
|
Q3 2023
Reduced 82.23%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,754
shares
|
$31,905
0.01% of portfolio
|
Q4 2022
Reduced 45.76%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,734
shares
|
$31,541
0.0% of portfolio
|
Q1 2022
Reduced 48.32%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,692
shares
|
$30,777
0.01% of portfolio
|
Q2 2019
Reduced 49.99%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,600
shares
|
$29,104
0.0% of portfolio
|
Q2 2023
Reduced 59.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$27,285
0.01% of portfolio
|
Q1 2025
Reduced 93.96%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,280
shares
|
$23,283
0.02% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,110
shares
|
$20,190
0.0% of portfolio
|
Q1 2025
Reduced 31.48%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,100
shares
|
$20,009
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,027
shares
|
$18,681
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
1,000
shares
|
$18,190
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
872
shares
|
$15,861
0.01% of portfolio
|
Q2 2024
Reduced 12.8%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
805
shares
|
$14,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
750
shares
|
$13,642
0.0% of portfolio
|
Q1 2025
Reduced 63.41%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
732
shares
|
$13,315
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
707
shares
|
$12,860
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
686
shares
|
$12,478
0.0% of portfolio
|
Q2 2024
Reduced 74.31%
|