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 203 institutions that hold shares in the stock, with a total of 36.2 Million shares, which have been reported (via 13F filing form) to have a value of $666 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
20,850
shares
|
$380,721
0.03% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
20,825
shares
|
$380,264
0.14% of portfolio
|
Q3 2023
Added 34.35%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
20,818
shares
|
$380,136
0.03% of portfolio
|
Q1 2023
Reduced 5.03%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
20,282
shares
|
$370,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
20,075
shares
|
$366,569
0.01% of portfolio
|
Q2 2023
Added 99.26%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
20,067
shares
|
$366,423
0.07% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20,000
shares
|
$365,200
0.11% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
19,666
shares
|
$359,101
0.04% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
19,277
shares
|
$351,998
0.05% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
18,872
shares
|
$344,602
0.18% of portfolio
|
Q1 2023
Reduced 19.84%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
18,723
shares
|
$341,881
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
18,582
shares
|
$339,307
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
17,898
shares
|
$326,817
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
17,664
shares
|
$322,544
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
17,260
shares
|
$315,167
0.0% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
17,246
shares
|
$314,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
17,022
shares
|
$310,821
0.02% of portfolio
|
Q1 2023
Reduced 6.74%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,022
shares
|
$310,821
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
16,863
shares
|
$307,918
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
16,754
shares
|
$305,928
0.01% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
16,575
shares
|
$302,659
0.01% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,297
shares
|
$297,583
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
16,212
shares
|
$296,031
0.11% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
16,179
shares
|
$295,428
0.05% of portfolio
|
Q2 2020
New holding
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
15,981
shares
|
$291,813
1.74% of portfolio
|
Q3 2024
Reduced 5.88%
|