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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$17.05 -0.28 (-1.62%)
Closing price 04:00 PM Eastern
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$17.06 +0.00 (+0.03%)
As of 04:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for Calamos Strategic Total Return Fund (NASDAQ:CSQ)

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$158.98M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$24.20M
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CSQ Institutional Buying and Selling by Quarter

Calamos Strategic Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 Jane Street Group LLC13,137$213K0.0%N/A0.000%
5/19/2025 Smith Asset Management Co. LLC229,965$3.72M3.5%N/A0.000%
5/16/2025 Arete Wealth Advisors LLC34,257$554K0.0%-4.2%0.000%
5/16/2025 Polar Asset Management Partners Inc.122,330$1.98M0.0%N/A0.000%
5/16/2025 NewEdge Advisors LLC63,650$1.03M0.0%+8.6%0.000%
5/16/2025 Advisors Asset Management Inc.507,354$8.21M0.2%+1.8%0.000%
5/15/2025 EP Wealth Advisors LLC31,517$510K0.0%+3.9%0.000%
5/15/2025 Royal Bank of Canada1,954,032$31.62M0.0%+9.8%0.000%
5/15/2025 Calton & Associates Inc.12,122$196K0.0%N/A0.000%
5/15/2025 Baird Financial Group Inc.26,958$436K0.0%-25.7%0.000%
5/14/2025 WCG Wealth Advisors LLC17,006$275K0.0%N/A0.000%
5/14/2025 WealthTrust Axiom LLC24,513$397K0.1%-6.3%0.000%
5/14/2025 Strategies Wealth Advisors LLC23,362$378K0.0%-2.5%0.000%
5/14/2025 Compound Planning Inc.34,070$551K0.0%+15.9%0.000%
5/13/2025 Raymond James Financial Inc.1,927,669$31.19M0.0%-9.7%0.000%
5/13/2025 HighTower Advisors LLC140,824$2.28M0.0%+3.6%0.000%
5/12/2025 Invesco Ltd.99,309$1.61M0.0%+29.5%0.000%
5/12/2025 Founders Financial Alliance LLC14,463$234K0.1%+5.4%0.000%
5/12/2025 LaSalle St. Investment Advisors LLC11,479$185K0.0%-21.3%0.000%
5/9/2025 Cornerstone Advisors LLC1,280,271$20.72M0.9%+11.5%0.000%
5/9/2025 MGB Wealth Management LLC19,040$323K0.1%N/A0.000%
5/9/2025 Atria Wealth Solutions Inc.40,884$662K0.0%-47.0%0.000%
5/9/2025 Shaker Financial Services LLC361,493$5.85M2.3%+0.2%0.000%
5/9/2025 PNC Financial Services Group Inc.32,155$520K0.0%-65.3%0.000%
5/8/2025 Harbour Investments Inc.57,293$927K0.0%-4.8%0.000%
5/8/2025 Eastern Bank3,060$50K0.0%N/A0.000%
5/7/2025 N.E.W. Advisory Services LLC3,527$57K0.0%N/A0.000%
5/7/2025 LPL Financial LLC1,059,785$17.15M0.0%+16.3%0.000%
5/6/2025 Cetera Investment Advisers686,307$11.10M0.0%+1.6%0.000%
5/6/2025 Wedbush Securities Inc.21,822$353K0.0%-8.1%0.000%
5/6/2025 Readystate Asset Management LP36,545$591K0.0%N/A0.000%
5/5/2025 J.W. Cole Advisors Inc.125,852$2.04M0.1%+659.3%0.000%
5/5/2025 Calton & Associates Inc.8,657$140K0.0%N/A0.000%
5/5/2025 Kestra Private Wealth Services LLC27,985$453K0.0%+18.4%0.000%
5/5/2025 Private Advisor Group LLC68,309$1.11M0.0%+4.1%0.000%
5/2/2025 Apollon Wealth Management LLC413,083$6.68M0.1%-2.5%0.000%
5/1/2025 Pointe Capital Management LLC131,222$2.12M1.2%-11.2%0.000%
4/30/2025 Allworth Financial LP5,499$86K0.0%-10.6%0.000%
4/30/2025 Silverlake Wealth Management LLC15,263$247K0.1%-5.9%0.000%
4/30/2025 Stratos Wealth Partners LTD.416,232$6.74M0.1%-9.1%0.000%
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4/29/2025 U.S. Capital Wealth Advisors LLC60,154$973K0.0%-31.5%0.000%
4/29/2025 Envestnet Asset Management Inc.63,808$1.03M0.0%+42.8%0.000%
4/29/2025 Calamos Wealth Management LLC85,160$1.38M0.1%+37.4%0.000%
4/29/2025 Aviance Capital Partners LLC99,472$1.61M0.2%+1.6%0.000%
4/28/2025 DAVENPORT & Co LLC215,309$3.48M0.0%-4.8%0.000%
4/25/2025 Bay Capital Advisors LLC22,779$369K0.3%-9.4%0.000%
4/25/2025 Uniting Wealth Partners LLC27,910$452K0.2%-2.4%0.000%
4/23/2025 Sequoia Financial Advisors LLC20,571$333K0.0%+19.3%0.000%
4/23/2025 Oppenheimer & Co. Inc.64,308$1.04M0.0%+89.2%0.000%
4/22/2025 Consolidated Planning Corp17,502$283K0.0%-17.6%0.000%
4/22/2025 Prairie Wealth Advisors Inc.109,517$1.77M0.9%-1.1%0.000%
4/22/2025 PFG Investments LLC32,029$518K0.0%-2.4%0.000%
4/21/2025 Institute for Wealth Management LLC.17,016$275K0.0%-13.5%0.000%
4/18/2025 CENTRAL TRUST Co89,740$1.45M0.0%-1.2%0.000%
4/17/2025 Janney Montgomery Scott LLC189,631$3.07M0.0%+8.3%0.000%
4/17/2025 David J Yvars Group25,401$413K0.3%+3.6%0.000%
4/16/2025 Bensler LLC992,756$16.06M2.0%+2.9%0.000%
4/15/2025 Wealthcare Advisory Partners LLC24,193$391K0.0%+93.4%0.000%
4/14/2025 Farther Finance Advisors LLC2,169$35K0.0%+606.5%0.000%
4/9/2025 Quad Cities Investment Group LLC33,045$535K0.3%-3.2%0.000%
4/9/2025 NBC Securities Inc.15,003$242K0.0%+99,920.0%0.000%
4/3/2025 Legacy Wealth Management LLC MS18,458$299K0.1%N/A0.000%
3/12/2025 Palogic Value Management L.P.38,800$687K0.0%-3.0%0.000%
2/26/2025 Capital A Wealth Management LLC1,450$26K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.97,515$1.74M0.1%-8.6%0.000%
2/24/2025 Ameriflex Group Inc.2,050$37K0.0%N/A0.000%
2/18/2025 Elequin Capital LP8,263$146K0.0%N/A0.000%
2/17/2025 Waverly Advisors LLC44,721$792K0.0%N/A0.000%
2/17/2025 Snowden Capital Advisors LLC34,706$618K0.0%+2.0%0.000%
2/17/2025 Royal Bank of Canada1,779,463$31.52M0.0%+0.3%0.000%
2/17/2025 McGowan Group Asset Management Inc.753,506$13.35M1.8%+1.7%0.000%
2/17/2025 Guardian Wealth Advisors LLC NC23,324$413K0.0%N/A0.000%
2/17/2025 EP Wealth Advisors LLC30,345$537K0.0%+3.6%0.000%
2/17/2025 Cresset Asset Management LLC21,523$382K0.0%-40.9%0.000%
2/17/2025 Cetera Investment Advisers675,484$11.96M0.0%+22.3%0.000%
2/17/2025 Baird Financial Group Inc.36,267$642K0.0%-2.1%0.000%
2/17/2025 Bank of America Corp DE4,737,108$83.89M0.0%-1.4%0.000%
2/17/2025 Ameriprise Financial Inc.247,451$4.38M0.0%-2.9%0.000%
2/17/2025 Aptus Capital Advisors LLC25,248$447K0.0%N/A0.000%
2/14/2025 Mercer Global Advisors Inc. ADV17,721$314K0.0%-17.9%0.000%
2/14/2025 Northern Trust Corp11,970$212K0.0%N/A0.000%
2/14/2025Canal Capital Management LLC18,515$328K0.1%-22.9%0.000%
2/14/2025 Stifel Financial Corp281,872$4.99M0.0%+12.7%0.000%
2/14/2025 Shaker Financial Services LLC360,621$6.42M2.5%+7.1%0.000%
2/13/2025 Insigneo Advisory Services LLC13,174$233K0.0%-21.9%0.000%
2/13/2025 Guggenheim Capital LLC390,663$6.92M0.1%+1.2%0.000%
2/13/2025 Mariner LLC100,471$1.78M0.0%+1.4%0.000%
2/13/2025 Rockefeller Capital Management L.P.365,917$6.48M0.0%+1.0%0.000%
2/13/2025 Raymond James Financial Inc.2,134,791$37.81M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC29,090$515K0.0%-3.6%0.000%
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2/13/2025 Invesco Ltd.76,669$1.36M0.0%+14.3%0.000%
2/13/2025 Envestnet Asset Management Inc.44,670$791K0.0%+35.0%0.000%
2/13/2025 Wedbush Securities Inc.23,740$420K0.0%-39.4%0.000%
2/13/2025 Wells Fargo & Company MN3,147,864$55.75M0.0%+5.2%0.000%
2/12/2025 Landscape Capital Management L.L.C.50,124$888K0.1%-70.6%0.000%
2/12/2025 Uniting Wealth Partners LLC28,606$507K0.2%N/A0.000%
2/12/2025 Arete Wealth Advisors LLC35,766$633K0.0%-7.0%0.000%
2/12/2025 Lokken Investment Group LLC12,771$226K0.1%-4.8%0.000%
2/12/2025 StoneX Group Inc.22,680$402K0.0%N/A0.000%
2/12/2025 Palogic Value Management L.P.38,800$687K0.3%-3.0%0.000%
(Data available from 1/1/2016 forward)

CSQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSQ shares?

During the previous two years, 184 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were Bank of America Corp DE ($83.89M), UBS Group AG ($60.68M), Wells Fargo & Company MN ($55.75M), Royal Bank of Canada ($31.62M), Raymond James Financial Inc. ($31.19M), Cornerstone Advisors LLC ($20.72M), and Raymond James & Associates ($20.32M).Learn more on CSQ's institutional investors.

Which institutional investors have been buying Calamos Strategic Total Return Fund stock?

Of the 139 institutional investors that purchased Calamos Strategic Total Return Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.27M), Cornerstone Advisors LLC ($1.28M), Cetera Investment Advisers ($661.15K), Shaker Financial Services LLC ($549.36K), International Assets Investment Management LLC ($504.27K), Strategic Financial Concepts LLC ($412.27K), and LPL Financial LLC ($302.65K).

How much institutional buying is happening at Calamos Strategic Total Return Fund?

Institutional investors have bought a total of 12,186,766 shares in the last 24 months. This purchase volume represents approximately $204.16M in transactions.

Which Calamos Strategic Total Return Fund major shareholders have been selling company stock?

Of the 96 institutional investors that sold Calamos Strategic Total Return Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($294.03K), Raymond James & Associates ($278.97K), International Assets Investment Management LLC ($257.33K), Raymond James Financial Inc. ($207.12K), B. Riley Wealth Advisors Inc. ($201.92K), PNC Financial Services Group Inc. ($144.76K), and Landscape Capital Management L.L.C. ($120.16K).

How much institutional selling is happening at Calamos Strategic Total Return Fund?

Institutional investors have sold a total of 2,659,849 shares in the last 24 months. This volume of shares sold represents approximately $42.72M in transactions.


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This page (NASDAQ:CSQ) was last updated on 5/21/2025 by MarketBeat.com Staff
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