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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$19.10 +0.04 (+0.21%)
Closing price 10/15/2025 04:00 PM Eastern
Extended Trading
$19.34 +0.24 (+1.26%)
As of 08:09 AM 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)
112
Total
Institutional Inflows
(last 12 months)
$150.69M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$25.72M
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CSQ Institutional Buying and Selling by Quarter

Calamos Strategic Total Return Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025World Investment Advisors137,800$2.66M0.1%N/A0.000%
10/15/2025Brookstone Capital Management26,971$520K0.0%-9.4%0.000%
10/15/2025Founders Financial Securities LLC118,730$2.29M0.2%+6.7%0.000%
10/15/2025DAVENPORT & Co LLC204,077$3.94M0.0%-1.3%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC63,341$1.22M0.0%+5.6%0.000%
10/7/2025 Doliver Advisors LP26,247$506K0.1%N/A0.000%
9/26/2025Corient Private Wealth LLC15,772$288K0.0%+11.1%0.000%
9/4/2025Osaic Holdings Inc.280,507$5.12M0.0%-5.7%0.000%
8/29/2025Evolution Wealth Management Inc.2,206$40K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.11,728$214K0.0%N/A0.000%
8/18/2025N.E.W. Advisory Services LLC2,200$40K0.0%-37.6%0.000%
8/15/2025Corient Private Wealth LLC15,772$288K0.0%+11.1%0.000%
8/15/2025Captrust Financial Advisors81,223$1.48M0.0%+3.9%0.000%
8/15/2025Snowden Capital Advisors LLC35,632$650K0.0%-2.9%0.000%
8/15/2025IHT Wealth Management LLC11,551$211K0.0%-8.4%0.000%
8/15/2025EP Wealth Advisors LLC19,148$349K0.0%-39.2%0.000%
8/15/2025Bank of America Corp DE4,735,753$86.38M0.0%-1.0%0.000%
8/15/2025Ameriprise Financial Inc.267,626$4.87M0.0%+2.1%0.000%
8/14/2025Jane Street Group LLC17,089$312K0.0%+30.1%0.000%
8/14/2025Raymond James Financial Inc.1,995,245$36.39M0.0%+3.5%0.000%
8/14/2025Karpus Management Inc.55,333$1.01M0.0%+3.7%0.000%
8/14/2025NewEdge Advisors LLC62,018$1.13M0.0%-2.6%0.000%
8/13/2025Baird Financial Group Inc.22,138$404K0.0%-17.9%0.000%
8/13/2025Guggenheim Capital LLC434,485$7.93M0.1%+2.0%0.000%
8/13/2025McGowan Group Asset Management Inc.782,813$14.28M1.8%+3.9%0.000%
8/13/2025Invesco Ltd.107,541$1.96M0.0%+8.3%0.000%
8/13/2025WCG Wealth Advisors LLC27,888$509K0.0%+64.0%0.000%
8/13/2025Smith Moore & CO.19,150$349K0.0%-3.5%0.000%
8/13/2025WealthTrust Axiom LLC23,813$434K0.1%-2.9%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.6,324$115K0.0%+101.4%0.000%
8/12/2025J.W. Cole Advisors Inc.125,008$2.28M0.0%-0.7%0.000%
8/12/2025Advisors Asset Management Inc.530,147$9.67M0.2%+4.5%0.000%
8/12/2025Steward Partners Investment Advisory LLC145,072$2.65M0.0%-2.8%0.000%
8/12/2025Insigneo Advisory Services LLC13,924$254K0.0%+5.7%0.000%
8/8/2025Rockefeller Capital Management L.P.604,464$11.03M0.0%+43.2%0.000%
8/8/2025Cornerstone Advisors LLC1,438,135$26.23M0.9%+12.3%0.000%
8/8/2025Cetera Investment Advisers685,328$12.50M0.0%-0.1%0.000%
8/8/2025Creative Planning10,250$187K0.0%N/A0.000%
8/8/2025Good Life Advisors LLC41,287$753K0.0%+257.9%0.000%
8/7/2025CENTRAL TRUST Co84,515$1.54M0.0%-5.8%0.000%
8/7/2025Allworth Financial LP6,235$114K0.0%+13.4%0.000%
8/6/2025Bensler LLC994,476$18.14M2.0%+0.2%0.000%
8/5/2025Shaker Financial Services LLC394,767$7.20M2.6%+9.2%0.000%
8/5/2025GHP Investment Advisors Inc.3,400$62K0.0%N/A0.000%
8/5/2025Aviance Capital Partners LLC97,262$1.77M0.2%-2.2%0.000%
8/5/2025Uniting Wealth Partners LLC25,424$464K0.2%-8.9%0.000%
8/5/2025Lifeworks Advisors LLC15,956$291K0.0%-46.1%0.000%
8/4/2025Kovack Advisors Inc.30,825$562K0.1%N/A0.000%
8/4/2025Prairie Wealth Advisors Inc.119,736$2.18M0.9%+9.3%0.000%
8/1/2025Envestnet Asset Management Inc.84,075$1.53M0.0%+31.8%0.000%
7/30/2025Brookstone Capital Management29,765$543K0.0%+24.0%0.000%
7/29/2025Stratos Wealth Partners LTD.512,616$9.35M0.1%+23.2%0.000%
7/28/2025Harbour Investments Inc.54,119$987K0.0%-5.5%0.000%
7/25/2025Atria Wealth Solutions Inc.12,174$222K0.0%-70.2%0.000%
7/25/2025Sequoia Financial Advisors LLC17,271$315K0.0%-16.0%0.000%
7/25/2025CWM LLC7,909$144K0.0%+246.9%0.000%
7/25/2025Apollon Wealth Management LLC409,908$7.48M0.1%-0.8%0.000%
7/24/2025Lokken Investment Group LLC11,812$215K0.1%-7.5%0.000%
7/22/2025DAVENPORT & Co LLC206,728$3.77M0.0%-4.0%0.000%
7/22/2025Wealthcare Advisory Partners LLC26,952$492K0.0%+11.4%0.000%
7/18/2025Consolidated Planning Corp15,071$275K0.0%-13.9%0.000%
7/18/2025 Trust Co. of Vermont5,289$96K0.0%N/A0.000%
7/18/2025PFG Investments LLC37,638$687K0.0%+17.5%0.000%
7/18/2025Truist Financial Corp265,927$4.85M0.0%+3.2%0.000%
7/17/2025XML Financial LLC24,078$439K0.0%-3.4%0.000%
7/17/2025San Luis Wealth Advisors LLC18,649$340K0.1%-7.2%0.000%
7/15/2025Bay Capital Advisors LLC18,379$335K0.3%-19.3%0.000%
7/11/2025 Farther Finance Advisors LLC3,869$71K0.0%+78.4%0.000%
7/11/2025Lantz Financial LLC12,000$219K0.1%-16.7%0.000%
7/10/2025Wealth Enhancement Advisory Services LLC22,707$419K0.0%+9.0%0.000%
7/9/2025David J Yvars Group27,121$493K0.3%+6.8%0.000%
7/8/2025Arlington Trust Co LLC2,128$39K0.0%N/A0.000%
7/8/2025Parallel 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%
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%
(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, 189 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were Bank of America Corp DE ($86.38M), UBS Group AG ($60.68M), Wells Fargo & Company MN ($55.75M), Raymond James Financial Inc. ($36.39M), Royal Bank of Canada ($31.62M), Cornerstone Advisors LLC ($26.23M), 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 147 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. ($4.34M), Cornerstone Advisors LLC ($1.44M), Cetera Investment Advisers ($661.15K), Shaker Financial Services LLC ($504.06K), International Assets Investment Management LLC ($502.23K), 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 8,583,100 shares in the last 24 months. This purchase volume represents approximately $150.49M in transactions.

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

Of the 75 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), Bank of America Corp DE ($114.29K), JPMorgan Chase & Co. ($111.03K), Atria Wealth Solutions Inc. ($64.91K), and PNC Financial Services Group Inc. ($60.56K).

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

Institutional investors have sold a total of 1,490,512 shares in the last 24 months. This volume of shares sold represents approximately $25.72M in transactions.



This page (NASDAQ:CSQ) was last updated on 10/16/2025 by MarketBeat.com Staff
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