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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,500
shares
|
$27,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,110
shares
|
$20,268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,100
shares
|
$20,086
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,027
shares
|
$18,753
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$18,260
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
872
shares
|
$15,922
0.01% of portfolio
|
Q2 2024
Reduced 12.8%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
732
shares
|
$13,366
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
686
shares
|
$12,526
0.0% of portfolio
|
Q2 2024
Reduced 74.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
643
shares
|
$11,741
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
528
shares
|
$9,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
500
shares
|
$9,130
0.01% of portfolio
|
Q3 2024
Reduced 85.26%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$9,130
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
487
shares
|
$8,892
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
400
shares
|
$7,304
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
350
shares
|
$6,391
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
307
shares
|
$5,605
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
270
shares
|
$4,930
0.0% of portfolio
|
Q4 2019
Reduced 95.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
270
shares
|
$4,930
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
250
shares
|
$4,565
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
223
shares
|
$4,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
200
shares
|
$3,652
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
167
shares
|
$3,049
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
17
shares
|
$310
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
15
shares
|
$273
0.02% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$36
0.0% of portfolio
|
Q4 2019
Reduced 99.55%
|