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 200 institutions that hold shares in the stock, with a total of 33.8 Million shares, which have been reported (via 13F filing form) to have a value of $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
15,066
shares
|
$275,105
0.02% of portfolio
|
Q4 2024
Reduced 94.24%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
14,861
shares
|
$271,361
0.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
14,527
shares
|
$265,263
0.1% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
14,400
shares
|
$262,944
0.07% of portfolio
|
Q2 2019
Reduced 9.0%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
13,477
shares
|
$246,090
0.22% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
13,421
shares
|
$245,067
0.1% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,165
shares
|
$240,392
0.0% of portfolio
|
Q3 2024
Added 55.91%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,640
shares
|
$230,806
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
12,602
shares
|
$230,112
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
12,525
shares
|
$228,706
0.02% of portfolio
|
Q1 2024
Added 19.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,509
shares
|
$228,414
0.01% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,463
shares
|
$227,574
0.01% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,973
shares
|
$218,626
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,477
shares
|
$209,570
0.0% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
11,404
shares
|
$208,237
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,912
shares
|
$199,253
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
10,886
shares
|
$198,778
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,577
shares
|
$193,136
0.0% of portfolio
|
Q2 2024
Added 86.61%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
10,333
shares
|
$188,680
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
10,063
shares
|
$183,750
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
10,001
shares
|
$182,618
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,895
shares
|
$180,682
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,425
shares
|
$172,100
0.0% of portfolio
|
Q3 2024
Added 317.22%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$146,080
0.01% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,326
shares
|
$133,772
0.05% of portfolio
|
Q1 2023
New holding
|