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 213 institutions that hold shares in the stock, with a total of 36.8 Million shares, which have been reported (via 13F filing form) to have a value of $673 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
350
shares
|
$6,293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
307
shares
|
$5,519
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
270
shares
|
$4,854
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
270
shares
|
$4,854
0.0% of portfolio
|
Q4 2019
Reduced 95.2%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
250
shares
|
$4,495
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
223
shares
|
$4,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
200
shares
|
$3,596
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
176
shares
|
$3,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
167
shares
|
$3,002
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
115
shares
|
$2,067
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
17
shares
|
$305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
15
shares
|
$269
0.02% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$35
0.0% of portfolio
|
Q4 2019
Reduced 99.55%
|