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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$16.05 +0.04 (+0.25%)
As of 04/30/2025 04:00 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)
97
Total
Institutional Inflows
(last 12 months)
$152.18M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$19.53M
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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
4/30/2025Allworth Financial LP5,499$86K0.0%-10.6%0.000%
4/30/2025Silverlake Wealth Management LLC15,263$247K0.1%-5.9%0.000%
4/30/2025Stratos Wealth Partners LTD.416,232$6.74M0.1%-9.1%0.000%
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%
3/12/2025Palogic Value Management L.P.38,800$687K0.0%-3.0%0.000%
2/26/2025Capital 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%
2/24/2025Ameriflex Group Inc.2,050$37K0.0%N/A0.000%
2/18/2025Elequin Capital LP8,263$146K0.0%N/A0.000%
2/17/2025Waverly Advisors LLC44,721$792K0.0%N/A0.000%
2/17/2025Snowden Capital Advisors LLC34,706$618K0.0%+2.0%0.000%
2/17/2025Royal Bank of Canada1,779,463$31.52M0.0%+0.3%0.000%
2/17/2025McGowan Group Asset Management Inc.753,506$13.35M1.8%+1.7%0.000%
2/17/2025Guardian Wealth Advisors LLC NC23,324$413K0.0%N/A0.000%
2/17/2025EP Wealth Advisors LLC30,345$537K0.0%+3.6%0.000%
2/17/2025Cresset Asset Management LLC21,523$382K0.0%-40.9%0.000%
2/17/2025Cetera Investment Advisers675,484$11.96M0.0%+22.3%0.000%
2/17/2025Baird Financial Group Inc.36,267$642K0.0%-2.1%0.000%
2/17/2025Bank of America Corp DE4,737,108$83.89M0.0%-1.4%0.000%
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2/17/2025Ameriprise Financial Inc.247,451$4.38M0.0%-2.9%0.000%
2/17/2025Aptus Capital Advisors LLC25,248$447K0.0%N/A0.000%
2/14/2025Mercer Global Advisors Inc. ADV17,721$314K0.0%-17.9%0.000%
2/14/2025Northern Trust Corp11,970$212K0.0%N/A0.000%
2/14/2025Canal Capital Management LLC18,515$328K0.1%-22.9%0.000%
2/14/2025Stifel Financial Corp281,872$4.99M0.0%+12.7%0.000%
2/14/2025Shaker 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%
2/13/2025Guggenheim Capital LLC390,663$6.92M0.1%+1.2%0.000%
2/13/2025Mariner LLC100,471$1.78M0.0%+1.4%0.000%
2/13/2025Rockefeller Capital Management L.P.365,917$6.48M0.0%+1.0%0.000%
2/13/2025Raymond James Financial Inc.2,134,791$37.81M0.0%N/A0.000%
2/13/2025Advisory Services Network LLC29,090$515K0.0%-3.6%0.000%
2/13/2025Invesco 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%
2/13/2025Wedbush Securities Inc.23,740$420K0.0%-39.4%0.000%
2/13/2025Wells Fargo & Company MN3,147,864$55.75M0.0%+5.2%0.000%
2/12/2025Landscape 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%
2/12/2025Arete Wealth Advisors LLC35,766$633K0.0%-7.0%0.000%
2/12/2025Lokken Investment Group LLC12,771$226K0.1%-4.8%0.000%
2/12/2025StoneX Group Inc.22,680$402K0.0%N/A0.000%
2/12/2025Palogic Value Management L.P.38,800$687K0.3%-3.0%0.000%
2/12/2025 Bay Capital Advisors LLC25,150$445K0.4%N/A0.000%
2/11/2025Modern Wealth Management LLC18,768$343K0.0%N/A0.000%
2/11/2025LPL Financial LLC911,027$16.13M0.0%+2.6%0.000%
2/11/2025Palogic Value Management L.P.38,800$687K0.3%-3.0%0.000%
2/10/2025Advisors Asset Management Inc.498,330$8.83M0.2%+2.8%0.000%
2/10/2025Harbour Investments Inc.60,153$1.07M0.0%-5.1%0.000%
2/10/2025Commonwealth Equity Services LLC181,514$3.22M0.0%-2.0%0.000%
2/10/2025Essential Planning LLC.51,415$916K0.0%N/A0.000%
2/7/2025 Sequoia Financial Advisors LLC17,246$305K0.0%N/A0.000%
2/7/2025HighTower Advisors LLC135,959$2.41M0.0%+2.3%0.000%
2/7/2025Founders Financial Alliance LLC13,719$243K0.1%+8.9%0.000%
2/7/2025Cornerstone Advisors LLC1,148,174$20.33M0.8%+14.7%0.000%
2/7/2025PNC Financial Services Group Inc.92,710$1.64M0.0%+0.9%0.000%
2/7/2025 Aviance Capital Partners LLC97,937$1.73M0.2%-0.8%0.000%
2/6/2025Raymond James Financial Inc.2,134,791$37.81M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC137,699$2.44M0.0%+12.5%0.000%
2/5/2025 Private Trust Co. NA10,185$180K0.0%-18.7%0.000%
2/5/2025 Oppenheimer & Co. Inc.33,992$602K0.0%+6.2%0.000%
2/5/2025Pointe Capital Management LLC147,722$2.62M1.5%+1.3%0.000%
2/3/2025 Compass Planning Associates Inc17,898$317K0.3%N/A0.000%
2/3/2025Private Advisor Group LLC65,622$1.16M0.0%+16.6%0.000%
2/3/2025 Good Life Advisors LLC11,142$197K0.0%-50.0%0.000%
1/31/2025Atria Wealth Solutions Inc.77,084$1.37M0.0%+154.3%0.000%
1/31/2025 D.A. Davidson & CO.24,195$428K0.0%-3.7%0.000%
1/31/2025 Truist Financial Corp254,327$4.50M0.0%-0.8%0.000%
1/31/2025Sanctuary Advisors LLC190,357$3.49M0.0%+3.7%0.000%
1/30/2025Allworth Financial LP6,150$113K0.0%-14.9%0.000%
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1/30/2025Maryland Capital Advisors Inc.2,536$45K0.0%-50.3%0.000%
1/29/2025 Consolidated Planning Corp21,238$376K0.1%-49.0%0.000%
1/28/2025Apollon Wealth Management LLC423,861$7.51M0.2%+0.7%0.000%
1/28/2025 Mezzasalma Advisors LLC26,813$475K0.2%N/A0.000%
1/28/2025 Prairie Wealth Advisors Inc.110,685$1.97M0.9%+3.7%0.000%
1/28/2025 Strategic Financial Concepts LLC217,125$3.85M0.0%+1,679.7%0.000%
1/27/2025 Confluence Wealth Services Inc.10,333$191K0.0%N/A0.000%
1/27/2025Stratos Investment Management LLC10,886$193K0.0%N/A0.000%
1/27/2025Stratos Wealth Partners LTD.457,678$8.11M0.1%+6.8%0.000%
1/24/2025 CENTRAL TRUST Co90,865$1.61M0.0%-11.6%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, 180 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), Raymond James Financial Inc. ($37.81M), Royal Bank of Canada ($31.52M), Cornerstone Advisors LLC ($20.33M), 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 138 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 ($1.15M), Cetera Investment Advisers ($650.33K), Shaker Financial Services LLC ($548.49K), International Assets Investment Management LLC ($504.27K), Strategic Financial Concepts LLC ($412.27K), and Wells Fargo & Company MN ($262.84K).

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

Institutional investors have bought a total of 11,395,150 shares in the last 24 months. This purchase volume represents approximately $190.69M in transactions.

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

Of the 94 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), B. Riley Wealth Advisors Inc. ($201.92K), UBS Group AG ($140.62K), Shaker Financial Services LLC ($128.04K), 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 2,577,061 shares in the last 24 months. This volume of shares sold represents approximately $40.79M in transactions.


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This page (NASDAQ:CSQ) was last updated on 5/1/2025 by MarketBeat.com Staff
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