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 207 institutions that hold shares in the stock, with a total of 36.5 Million shares, which have been reported (via 13F filing form) to have a value of $584 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
190,357
shares
|
$3.01 Million
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
189,631
shares
|
$3 Million
0.01% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
181,514
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
176,813
shares
|
$2.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
147,722
shares
|
$2.34 Million
1.53% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
146,050
shares
|
$2.31 Million
0.04% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
143,883
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
137,699
shares
|
$2.18 Million
0.02% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
135,959
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
129,550
shares
|
$2.05 Million
0.42% of portfolio
|
Q1 2021
Reduced 13.37%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
109,517
shares
|
$1.73 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
100,471
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
97,937
shares
|
$1.55 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
97,515
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
97,222
shares
|
$1.54 Million
0.32% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
92,710
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
89,740
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
87,828
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
87,250
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
Added 64.47%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
79,700
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
78,494
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
77,084
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 154.34%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
76,669
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
65,622
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
64,308
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Added 89.19%
|