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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$18.47 +0.07 (+0.38%)
Closing price 07/24/2025 04:00 PM Eastern
Extended Trading
$18.45 -0.02 (-0.08%)
As of 07/24/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Calamos Strategic Total Return Fund (NASDAQ:CSQ)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$150.54M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$23.58M
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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
7/24/2025Lokken Investment Group LLC11,812$215K0.1%-7.5%0.000%
7/22/2025 DAVENPORT & Co LLC206,728$3.77M0.0%-4.0%0.000%
7/22/2025 Wealthcare Advisory Partners LLC26,952$492K0.0%+11.4%0.000%
7/18/2025 Consolidated Planning Corp15,071$275K0.0%-13.9%0.000%
7/18/2025 Trust Co. of Vermont5,289$96K0.0%N/A0.000%
7/18/2025 PFG Investments LLC37,638$687K0.0%+17.5%0.000%
7/18/2025 Truist Financial Corp265,927$4.85M0.0%+3.2%0.000%
7/17/2025 XML Financial LLC24,078$439K0.0%-3.4%0.000%
7/17/2025 San Luis Wealth Advisors LLC18,649$340K0.1%-7.2%0.000%
7/15/2025 Bay Capital Advisors LLC18,379$335K0.3%-19.3%0.000%
7/11/2025 Farther Finance Advisors LLC3,869$71K0.0%+78.4%0.000%
7/11/2025 Lantz Financial LLC12,000$219K0.1%-16.7%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC22,707$419K0.0%+9.0%0.000%
7/9/2025 David J Yvars Group27,121$493K0.3%+6.8%0.000%
7/8/2025 Arlington Trust Co LLC2,128$39K0.0%N/A0.000%
7/8/2025 Parallel Advisors LLC5,196$95K0.0%+199.1%0.000%
5/19/2025Jane Street Group LLC13,137$213K0.0%N/A0.000%
5/19/2025Smith Asset Management Co. LLC229,965$3.72M3.5%N/A0.000%
5/16/2025Arete Wealth Advisors LLC34,257$554K0.0%-4.2%0.000%
5/16/2025Polar Asset Management Partners Inc.122,330$1.98M0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC63,650$1.03M0.0%+8.6%0.000%
5/16/2025Advisors Asset Management Inc.507,354$8.21M0.2%+1.8%0.000%
5/15/2025EP Wealth Advisors LLC31,517$510K0.0%+3.9%0.000%
5/15/2025Royal Bank of Canada1,954,032$31.62M0.0%+9.8%0.000%
5/15/2025Calton & Associates Inc.12,122$196K0.0%N/A0.000%
5/15/2025Baird Financial Group Inc.26,958$436K0.0%-25.7%0.000%
5/14/2025WCG Wealth Advisors LLC17,006$275K0.0%N/A0.000%
5/14/2025WealthTrust Axiom LLC24,513$397K0.1%-6.3%0.000%
5/14/2025Strategies Wealth Advisors LLC23,362$378K0.0%-2.5%0.000%
5/14/2025Compound Planning Inc.34,070$551K0.0%+15.9%0.000%
5/13/2025Raymond James Financial Inc.1,927,669$31.19M0.0%-9.7%0.000%
5/13/2025HighTower Advisors LLC140,824$2.28M0.0%+3.6%0.000%
5/12/2025Invesco Ltd.99,309$1.61M0.0%+29.5%0.000%
5/12/2025Founders Financial Alliance LLC14,463$234K0.1%+5.4%0.000%
5/12/2025LaSalle St. Investment Advisors LLC11,479$185K0.0%-21.3%0.000%
5/9/2025Cornerstone Advisors LLC1,280,271$20.72M0.9%+11.5%0.000%
5/9/2025MGB Wealth Management LLC19,040$323K0.1%N/A0.000%
5/9/2025Atria Wealth Solutions Inc.40,884$662K0.0%-47.0%0.000%
5/9/2025Shaker Financial Services LLC361,493$5.85M2.3%+0.2%0.000%
5/9/2025PNC Financial Services Group Inc.32,155$520K0.0%-65.3%0.000%
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5/8/2025Harbour Investments Inc.57,293$927K0.0%-4.8%0.000%
5/8/2025Eastern Bank3,060$50K0.0%N/A0.000%
5/7/2025N.E.W. Advisory Services LLC3,527$57K0.0%N/A0.000%
5/7/2025LPL Financial LLC1,059,785$17.15M0.0%+16.3%0.000%
5/6/2025Cetera Investment Advisers686,307$11.10M0.0%+1.6%0.000%
5/6/2025Wedbush Securities Inc.21,822$353K0.0%-8.1%0.000%
5/6/2025Readystate Asset Management LP36,545$591K0.0%N/A0.000%
5/5/2025J.W. Cole Advisors Inc.125,852$2.04M0.1%+659.3%0.000%
5/5/2025Calton & Associates Inc.8,657$140K0.0%N/A0.000%
5/5/2025Kestra Private Wealth Services LLC27,985$453K0.0%+18.4%0.000%
5/5/2025Private Advisor Group LLC68,309$1.11M0.0%+4.1%0.000%
5/2/2025Apollon Wealth Management LLC413,083$6.68M0.1%-2.5%0.000%
5/1/2025Pointe Capital Management LLC131,222$2.12M1.2%-11.2%0.000%
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%
4/29/2025Envestnet Asset Management Inc.63,808$1.03M0.0%+42.8%0.000%
4/29/2025Calamos Wealth Management LLC85,160$1.38M0.1%+37.4%0.000%
4/29/2025Aviance 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%
4/25/2025Uniting Wealth Partners LLC27,910$452K0.2%-2.4%0.000%
4/23/2025Sequoia Financial Advisors LLC20,571$333K0.0%+19.3%0.000%
4/23/2025Oppenheimer & Co. Inc.64,308$1.04M0.0%+89.2%0.000%
4/22/2025 Consolidated Planning Corp17,502$283K0.0%-17.6%0.000%
4/22/2025Prairie 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%
4/18/2025CENTRAL 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%
4/16/2025Bensler 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%
2/24/2025 Ameriflex 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%
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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%
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%
(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, 183 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 Calamos Strategic Total Return Fund's institutional investors.

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

Of the 140 institutional investors that purchased Calamos Strategic Total Return Fund's 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 ($502.23K), 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 8,674,830 shares in the last 24 months. This purchase volume represents approximately $150.54M in transactions.

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

Of the 66 institutional investors that sold Calamos Strategic Total Return Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($246.33K), Raymond James Financial Inc. ($207.12K), Landscape Capital Management L.L.C. ($120.16K), JPMorgan Chase & Co. ($111.03K), Bank of America Corp DE ($64.95K), PNC Financial Services Group Inc. ($60.56K), and B. Riley Wealth Advisors Inc. ($42.81K).

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

Institutional investors have sold a total of 1,377,215 shares in the last 24 months. This volume of shares sold represents approximately $23.58M in transactions.


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This page (NASDAQ:CSQ) was last updated on 7/25/2025 by MarketBeat.com Staff
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