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 214 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 $598 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 |
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
63,700
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
61,970
shares
|
$999,576
0.06% of portfolio
|
Q4 2023
Reduced 17.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
60,153
shares
|
$970,267
0.03% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
58,591
shares
|
$945,072
0.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
58,088
shares
|
$936,959
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,661
shares
|
$913,941
0.01% of portfolio
|
Q4 2024
Added 147.13%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
52,568
shares
|
$847,921
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
52,217
shares
|
$842,260
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
51,415
shares
|
$829,323
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
50,124
shares
|
$808,500
0.11% of portfolio
|
Q4 2024
Reduced 70.56%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
45,542
shares
|
$734,592
0.01% of portfolio
|
Q1 2022
Added 1.11%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
45,000
shares
|
$725,850
0.0% of portfolio
|
Q1 2024
Reduced 2.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
44,721
shares
|
$721,349
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
44,670
shares
|
$720,527
0.0% of portfolio
|
Q4 2024
Added 34.96%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
42,974
shares
|
$693,170
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
38,800
shares
|
$625,844
0.26% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
36,928
shares
|
$595,648
0.11% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
36,267
shares
|
$584,986
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
35,766
shares
|
$576,905
0.05% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,706
shares
|
$559,807
0.02% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
34,146
shares
|
$550,774
0.3% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
33,992
shares
|
$548,290
0.01% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
33,465
shares
|
$539,790
0.01% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
33,051
shares
|
$533,112
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
32,805
shares
|
$529,144
0.04% of portfolio
|
Q4 2024
Added 19.91%
|