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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
643
shares
|
$11,696
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
500
shares
|
$9,095
0.01% of portfolio
|
Q3 2024
Reduced 85.26%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
500
shares
|
$9,095
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
400
shares
|
$7,276
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
325
shares
|
$5,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
270
shares
|
$4,911
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
270
shares
|
$4,911
0.0% of portfolio
|
Q4 2019
Reduced 95.2%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
250
shares
|
$4,547
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
200
shares
|
$3,638
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
184
shares
|
$3,346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
175
shares
|
$3,183
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
170
shares
|
$3,092
0.0% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
115
shares
|
$2,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
17
shares
|
$309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6
shares
|
$109
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$36
0.0% of portfolio
|
Q1 2025
Reduced 88.24%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2
shares
|
$36
0.0% of portfolio
|
Q4 2019
Reduced 99.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|