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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$20.80 +0.21 (+1.02%)
Closing price 07/10/2026 04:00 PM Eastern
Extended Trading
$20.82 +0.02 (+0.12%)
As of 07/10/2026 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 Massive. 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)
108
Total
Institutional Inflows
(last 12 months)
$89.64M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$23.28M
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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
7/10/2026 Wealthcare Advisory Partners LLC29,166$600K0.0%+3.6%0.000%
7/7/2026 David J Yvars Group45,208$924K0.4%+4.2%0.000%
7/7/2026 Quad Cities Investment Group LLC33,337$685K0.2%+9.1%0.000%
7/7/2026 Dynamic Advisor Solutions LLC14,275$293K0.0%-8.6%0.000%
7/2/2026 CX Institutional3,022$62K0.0%-31.3%0.000%
6/3/2026Parallel Advisors LLC3,443$59K0.0%-46.1%0.000%
6/3/2026NewEdge Advisors LLC64,136$1.10M0.0%+2.3%0.000%
5/20/2026Norris Financial Group LLC12,000$205K0.1%N/A0.000%
5/19/2026Bank of America Corp DE4,857,535$83.16M0.0%+1.8%0.000%
5/18/2026Readystate Asset Management LP236,613$4.05M0.2%-52.1%0.000%
5/18/2026Rivernorth Capital Management LLC172,463$2.95M0.1%N/A0.000%
5/18/2026Royal Bank of Canada2,118,216$36.26M0.0%+4.5%0.000%
5/15/2026Waverly Advisors LLC45,236$774K0.0%+4.8%0.000%
5/13/2026Cetera Investment Advisers782,626$13.40M0.0%+3.7%0.000%
5/8/2026PNC Financial Services Group Inc.63,285$1.08M0.0%+14.7%0.000%
5/7/2026Lowe Brockenbrough & Co. Inc.26,637$456K0.0%-7.3%0.000%
5/7/2026Parallel Advisors LLC3,443$59K0.0%-46.1%0.000%
5/6/2026Bartlett & CO. Wealth Management LLC2,112$36K0.0%+682.2%0.000%
5/6/2026Assetmark Inc.1,683$29K0.0%+162.1%0.000%
5/4/2026Calamos Advisors LLC85,160$1.46M0.0%N/A0.000%
5/4/2026NWF Advisory Services Inc.30,334$519K0.1%-6.2%0.000%
5/1/2026Fifth Third Bancorp66,275$1.14M0.0%N/A0.000%
5/1/2026Sequoia Financial Advisors LLC22,771$390K0.0%+31.8%0.000%
4/30/2026Kestra Advisory Services LLC87,656$1.50M0.0%+25.3%0.000%
4/27/2026PFG Investments LLC39,692$680K0.0%-3.1%0.000%
4/27/2026World Investment Advisors171,961$2.94M0.0%+17.5%0.000%
4/27/2026Private Advisor Group LLC81,943$1.40M0.0%+0.7%0.000%
4/23/2026Apollon Wealth Management LLC281,070$4.81M0.1%-29.7%0.000%
4/22/2026Janney Montgomery Scott LLC221,042$3.78M0.0%+4.3%0.000%
4/20/2026Kestra Private Wealth Services LLC18,459$316K0.0%-44.5%0.000%
4/20/2026TrueMark Investments LLC33,304$570K0.1%N/A0.000%
4/17/2026PMG Family Office LLC161,279$2.76M3.1%+2.8%0.000%
4/17/2026Brookstone Capital Management28,340$485K0.0%+3.5%0.000%
4/15/2026Nations Financial Group Inc. IA ADV24,652$422K0.0%+11.4%0.000%
3/17/2026Rockefeller Capital Management L.P.670,230$12.87M0.0%+7.4%0.000%
3/3/2026NWF Advisory Services Inc.32,334$621K0.1%-19.4%0.000%
2/19/2026Invesco Ltd.84,503$1.62M0.0%-13.6%0.000%
2/19/2026Smith Asset Management Co. LLC223,949$4.30M3.5%-1.8%0.000%
2/18/2026Beacon Pointe Advisors LLC16,817$323K0.0%N/A0.000%
2/18/2026EP Wealth Advisors LLC17,648$339K0.0%N/A0.000%
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2/18/2026NewEdge Advisors LLC62,724$1.20M0.0%+4.2%0.000%
2/18/2026Readystate Asset Management LP494,242$9.49M0.4%+504.0%0.000%
2/18/20261607 Capital Partners LLC151,209$2.90M0.2%N/A0.000%
2/17/2026Guggenheim Capital LLC370,584$7.12M0.1%-1.4%0.000%
2/17/2026Cetera Investment Advisers754,787$14.49M0.0%-0.9%0.000%
2/17/2026Kovack Advisors Inc.34,415$661K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.300,398$5.77M0.0%+5.1%0.000%
2/17/2026Captrust Financial Advisors96,071$1.85M0.0%+6.3%0.000%
2/17/2026&PARTNERS580,094$11.13M0.1%+34.5%0.000%
2/17/2026Royal Bank of Canada2,026,665$38.91M0.0%+0.1%0.000%
2/17/2026Pointe Capital Management LLC112,843$2.17M1.1%-14.0%0.000%
2/16/2026WealthTrust Axiom LLC21,013$403K0.1%-3.2%0.000%
2/16/2026Mariner LLC97,268$1.87M0.0%-6.3%0.000%
2/16/2026Landscape Capital Management L.L.C.53,669$1.03M0.1%N/A0.000%
2/16/2026Arax Advisory Partners3,152$61K0.0%+1,613.0%0.000%
2/13/2026Kestra Advisory Services LLC69,979$1.34M0.0%+6.2%0.000%
2/13/2026Stifel Financial Corp393,041$7.55M0.0%+3.1%0.000%
2/13/2026Morgan Stanley4,211,288$80.86M0.0%-2.1%0.000%
2/13/2026Uniting Wealth Partners LLC23,507$454K0.1%+8.0%0.000%
2/13/2026Wells Fargo & Company MN3,057,231$58.70M0.0%-4.1%0.000%
2/13/2026Summit Financial LLC21,203$410K0.0%-7.7%0.000%
2/12/2026Advisors Asset Management Inc.676,020$12.98M0.2%+29.8%0.000%
2/12/2026Commonwealth Equity Services LLC165,014$3.17M0.0%-12.7%0.000%
2/12/2026Steward Partners Investment Advisory LLC133,787$2.57M0.0%-0.7%0.000%
2/12/2026Azimuth Capital Investment Management LLC10,885$209K0.0%N/A0.000%
2/12/2026Wedbush Securities Inc.17,059$328K0.0%-18.9%0.000%
2/12/2026Kovack Advisors Inc.34,417$661K0.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC211,932$4.07M0.0%+0.9%0.000%
2/11/2026LPL Financial LLC1,205,773$23.15M0.0%+8.0%0.000%
2/11/2026XML Financial LLC14,678$282K0.0%-29.5%0.000%
2/11/2026Lowe Brockenbrough & Co. Inc.28,737$552K0.0%+98.1%0.000%
2/11/2026Parallel Advisors LLC6,393$123K0.0%+8.8%0.000%
2/11/2026J.W. Cole Advisors Inc.119,092$2.29M0.0%-0.8%0.000%
2/11/2026Continuum Advisory LLC10,957$210K0.0%+5.3%0.000%
2/10/2026WCG Wealth Advisors LLC25,688$493K0.0%-7.9%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.9,911$190K0.0%+56.4%0.000%
2/10/2026Savant Capital LLC135,343$2.60M0.0%+0.4%0.000%
2/9/2026Harbour Investments Inc.55,908$1.07M0.0%+2.4%0.000%
2/9/2026Clearstead Advisors LLC135,419$2.60M0.0%-2.0%0.000%
2/6/2026EverSource Wealth Advisors LLC17,811$342K0.0%-4.6%0.000%
2/6/2026PNC Financial Services Group Inc.55,175$1.06M0.0%+71.6%0.000%
2/6/2026Aviance Capital Partners LLC98,634$1.89M0.2%+2.5%0.000%
2/6/2026HighTower Advisors LLC117,253$2.25M0.0%-2.0%0.000%
2/5/2026Mesirow Financial Investment Management Inc.55,370$1.06M0.0%+5.8%0.000%
2/5/2026Western Wealth Management LLC38,810$745K0.0%+211.4%0.000%
2/4/2026Atlantic Union Bankshares Corp6,626$127K0.0%N/A0.000%
2/4/2026World Investment Advisors146,391$2.81M0.0%+6.2%0.000%
2/4/2026Bensler LLC1,087,101$20.87M2.1%+7.9%0.000%
2/2/2026Wolverine Asset Management LLC158,973$3.05M0.0%+72.6%0.000%
2/2/2026Truist Financial Corp285,899$5.49M0.0%+1.6%0.000%
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2/2/2026CENTRAL TRUST Co60,015$1.15M0.0%-29.0%0.000%
2/2/2026Benjamin Edwards Inc.10,591$203K0.0%N/A0.000%
2/2/2026Oppenheimer & Co. Inc.69,178$1.33M0.0%+3.2%0.000%
1/29/2026Comerica Bank66,337$1.27M0.0%+1.1%0.000%
1/29/2026D.A. Davidson & CO.29,458$566K0.0%+11.8%0.000%
1/29/2026Kestra Private Wealth Services LLC33,238$638K0.0%+2.0%0.000%
1/29/2026UBS Group AG3,931,296$75.48M0.0%-0.4%0.000%
1/29/2026Sanctuary Advisors LLC166,115$3.19M0.0%-4.8%0.000%
1/29/2026McGowan Group Asset Management Inc.797,580$15.31M1.9%+0.6%0.000%
1/29/2026Coquina Private Wealth LLC19,945$383K0.3%N/A0.000%


CSQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 204 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were Bank of America Corp DE ($83.16M), Morgan Stanley ($80.86M), UBS Group AG ($75.48M), Wells Fargo & Company MN ($58.70M), Cornerstone Advisors LLC ($42.65M), Raymond James Financial Inc. ($38.41M), and Royal Bank of Canada ($36.26M).Learn more on Calamos Strategic Total Return Fund's institutional investors.

Of the 163 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 ($1.71M), Readystate Asset Management LP ($448.96K), Strategic Financial Concepts LLC ($399.67K), Shaker Financial Services LLC ($353.86K), Royal Bank of Canada ($275.05K), and LPL Financial LLC ($261.18K).

Institutional investors have bought a total of 4,770,904 shares in the last 24 months. This purchase volume represents approximately $89.64M in transactions.

Of the 69 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: Readystate Asset Management LP ($285.27K), Shaker Financial Services LLC ($171.14K), Apollon Wealth Management LLC ($132.01K), Wells Fargo & Company MN ($131.61K), Morgan Stanley ($89.15K), Bank of America Corp DE ($49.34K), and CENTRAL TRUST Co ($29.73K).

Institutional investors have sold a total of 1,264,165 shares in the last 24 months. This volume of shares sold represents approximately $23.28M in transactions.


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This page (NASDAQ:CSQ) was last updated on 7/12/2026 by MarketBeat.com Staff.
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