Calamos Strategic Total Return Fund CSQ
We take great care to ensure that the data presented and summarized in this overview for CALAMOS STRATEGIC TOTAL RETURN FUND is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CSQ
View all-
Bank Of America Corp Charlotte, NC4.74MShares$85.2 Million0.01% of portfolio
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Morgan Stanley New York, NY4.35MShares$78.2 Million0.01% of portfolio
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Ubs Group Ag4.18MShares$75.2 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA3.15MShares$56.6 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.13MShares$38.4 Million0.01% of portfolio
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Royal Bank Of Canada Toronto, A61.78MShares$32 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL1.17MShares$21.1 Million0.01% of portfolio
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Cornerstone Advisors, LLC Asheville, NC1.15MShares$20.6 Million0.82% of portfolio
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Bensler, LLC Bellevue, WA964KShares$17.3 Million2.03% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL919KShares$16.5 Million0.02% of portfolio
Latest Institutional Activity in CSQ
Top Purchases
Top Sells
About CSQ
Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.
Insider Transactions at CSQ
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jan 30
2025
|
Thomas E Herman VP and CFO |
BUY
Open market or private purchase
|
Direct |
11,507
+33.16%
|
$207,126
$18.39 P/Share
|
|
Jan 29
2025
|
Thomas E Herman VP and CFO |
BUY
Open market or private purchase
|
Direct |
11,683
+50.0%
|
$210,294
$18.23 P/Share
|
|
Sep 06
2024
|
Thrivent Financial For Lutherans > 10% Shareholder |
BUY
Other acquisition or disposition
|
Direct |
660,000
+100.0%
|
$16,500,000
$25.0 P/Share
|
|
Sep 06
2024
|
Met Life Investment Management, LLC |
SELL
Other acquisition or disposition
|
Indirect |
1,500,000
-100.0%
|
-
|
|
Dec 06
2023
|
John S. Koudounis Vice President |
SELL
Open market or private sale
|
Indirect |
13,410
-43.04%
|
$187,740
$14.17 P/Share
|
|
Sep 06
2022
|
Met Life Investment Management, LLC |
SELL
Other acquisition or disposition
|
Indirect |
652,000
-100.0%
|
-
|
|
Sep 06
2022
|
Thrivent Financial For Lutherans > 10% Shareholder |
SELL
Other acquisition or disposition
|
Direct |
180,000
-100.0%
|
$4,500,000
$25.01 P/Share
|
|
May 24
2022
|
Met Life Investment Management, LLC |
BUY
Open market or private purchase
|
Indirect |
320,000
+50.0%
|
$8,000,000
$25.0 P/Share
|
|
Aug 24
2021
|
Met Life Investment Management, LLC |
BUY
Open market or private purchase
|
Indirect |
600,000
+50.0%
|
$15,000,000
$25.0 P/Share
|
|
Feb 12
2021
|
John S. Koudounis Vice President |
BUY
Open market or private purchase
|
Indirect |
13,410
+9.8%
|
$214,560
$16.77 P/Share
|
|
Dec 18
2020
|
John S. Koudounis Vice President |
BUY
Open market or private purchase
|
Direct |
15,830
+9.72%
|
$237,450
$15.78 P/Share
|
Last 12 Months Summary
| Other acquisition or disposition | 660K shares |
|---|---|
| Open market or private purchase | 23.2K shares |
| Other acquisition or disposition | 1.5M shares |
|---|