Free Trial
→ Trump is positioned. Elon lights the fuse. (From Crypto 101 Media) (Ad)tc pixel Free CSQ Stock Alerts

Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$20.22 -0.12 (-0.59%)
As of 11:50 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Calamos Strategic Total Return Fund (NASDAQ:CSQ)

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$92.62M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$22.37M
Get CSQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Calamos Strategic Total Return Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CSQ Institutional Buying and Selling by Quarter

Calamos Strategic Total Return Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 PNC Financial Services Group Inc.63,285$1.08M0.0%+14.7%0.000%
5/7/2026 Lowe Brockenbrough & Co. Inc.26,637$456K0.0%-7.3%0.000%
5/7/2026 Parallel Advisors LLC3,443$59K0.0%-46.1%0.000%
5/6/2026 Bartlett & CO. Wealth Management LLC2,112$36K0.0%+682.2%0.000%
5/6/2026 Assetmark Inc.1,683$29K0.0%+162.1%0.000%
5/4/2026 Calamos Advisors LLC85,160$1.46M0.0%N/A0.000%
5/4/2026 NWF Advisory Services Inc.30,334$519K0.1%-6.2%0.000%
5/1/2026 Fifth Third Bancorp66,275$1.14M0.0%N/A0.000%
5/1/2026 Sequoia Financial Advisors LLC22,771$390K0.0%+31.8%0.000%
4/30/2026 Kestra Advisory Services LLC87,656$1.50M0.0%+25.3%0.000%
4/27/2026 PFG Investments LLC39,692$680K0.0%-3.1%0.000%
4/27/2026 World Investment Advisors171,961$2.94M0.0%+17.5%0.000%
4/27/2026 Private Advisor Group LLC81,943$1.40M0.0%+0.7%0.000%
4/23/2026 Apollon Wealth Management LLC281,070$4.81M0.1%-29.7%0.000%
4/22/2026 Janney Montgomery Scott LLC221,042$3.78M0.0%+4.3%0.000%
4/20/2026 Kestra Private Wealth Services LLC18,459$316K0.0%-44.5%0.000%
4/20/2026 TrueMark Investments LLC33,304$570K0.1%N/A0.000%
4/17/2026 PMG Family Office LLC161,279$2.76M3.1%+2.8%0.000%
4/17/2026 Brookstone Capital Management28,340$485K0.0%+3.5%0.000%
4/15/2026 Nations 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%
3/3/2026 NWF 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%
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%
2/13/2026 Kestra 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%
2/13/2026 Uniting 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%
2/12/2026 Commonwealth Equity Services LLC165,014$3.17M0.0%-12.7%0.000%
2/12/2026 Steward 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%
2/12/2026 Wedbush Securities Inc.17,059$328K0.0%-18.9%0.000%
2/12/2026Kovack Advisors Inc.34,417$661K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC211,932$4.07M0.0%+0.9%0.000%
2/11/2026 LPL Financial LLC1,205,773$23.15M0.0%+8.0%0.000%
2/11/2026 XML Financial LLC14,678$282K0.0%-29.5%0.000%
2/11/2026 Lowe Brockenbrough & Co. Inc.28,737$552K0.0%+98.1%0.000%
2/11/2026 Parallel Advisors LLC6,393$123K0.0%+8.8%0.000%
2/11/2026 J.W. Cole Advisors Inc.119,092$2.29M0.0%-0.8%0.000%
2/11/2026 Continuum Advisory LLC10,957$210K0.0%+5.3%0.000%
2/10/2026WCG Wealth Advisors LLC25,688$493K0.0%-7.9%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.9,911$190K0.0%+56.4%0.000%
2/10/2026 Savant Capital LLC135,343$2.60M0.0%+0.4%0.000%
2/9/2026Harbour Investments Inc.55,908$1.07M0.0%+2.4%0.000%
2/9/2026 Clearstead Advisors LLC135,419$2.60M0.0%-2.0%0.000%
2/6/2026EverSource Wealth Advisors LLC17,811$342K0.0%-4.6%0.000%
2/6/2026 PNC Financial Services Group Inc.55,175$1.06M0.0%+71.6%0.000%
2/6/2026 Aviance Capital Partners LLC98,634$1.89M0.2%+2.5%0.000%
2/6/2026 HighTower Advisors LLC117,253$2.25M0.0%-2.0%0.000%
2/5/2026 Mesirow 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%
2/4/2026 World Investment Advisors146,391$2.81M0.0%+6.2%0.000%
2/4/2026 Bensler LLC1,087,101$20.87M2.1%+7.9%0.000%
2/2/2026 Wolverine Asset Management LLC158,973$3.05M0.0%+72.6%0.000%
2/2/2026 Truist Financial Corp285,899$5.49M0.0%+1.6%0.000%
2/2/2026 CENTRAL TRUST Co60,015$1.15M0.0%-29.0%0.000%
2/2/2026Benjamin Edwards Inc.10,591$203K0.0%N/A0.000%
2/2/2026 Oppenheimer & Co. Inc.69,178$1.33M0.0%+3.2%0.000%
1/29/2026Comerica Bank66,337$1.27M0.0%+1.1%0.000%
1/29/2026 D.A. Davidson & CO.29,458$566K0.0%+11.8%0.000%
1/29/2026 Kestra Private Wealth Services LLC33,238$638K0.0%+2.0%0.000%
1/29/2026 UBS Group AG3,931,296$75.48M0.0%-0.4%0.000%
1/29/2026 Sanctuary 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%
1/29/2026 Coquina Private Wealth LLC19,945$383K0.3%N/A0.000%
1/29/2026 Concurrent Investment Advisors LLC40,511$778K0.0%N/A0.000%
1/28/2026 N.E.W. Advisory Services LLC4,400$84K0.0%+100.0%0.000%
1/26/2026Shaker Financial Services LLC325,874$6.30M2.0%-34.4%0.000%
1/26/2026 PFG Investments LLC40,961$786K0.0%+2.9%0.000%
1/23/2026 Smith Moore & CO.20,150$387K0.0%+5.2%0.000%
1/23/2026 U.S. Capital Wealth Advisors LLC60,405$1.16M0.0%-4.6%0.000%
1/23/2026 Halbert Hargrove Global Advisors LLC7,837$150K0.0%N/A0.000%
1/22/2026 Apollon Wealth Management LLC399,973$7.68M0.1%-1.9%0.000%
1/20/2026 Stratos Wealth Partners LTD.533,662$10.25M0.1%+1.6%0.000%
1/16/2026 Blue Trust Inc.9,768$188K0.0%+652.5%0.000%
1/13/2026 Dakota Wealth Management42,877$823K0.0%N/A0.000%
1/13/2026 CoreCap Advisors LLC4,000$77K0.0%-38.5%0.000%
1/13/2026 Signal Advisors Wealth LLC12,885$247K0.0%N/A0.000%
1/12/2026 DAVENPORT & Co LLC203,378$3.91M0.0%-0.3%0.000%


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 ($92.28M), Morgan Stanley ($80.86M), UBS Group AG ($75.48M), Wells Fargo & Company MN ($58.70M), Cornerstone Advisors LLC ($42.65M), Royal Bank of Canada ($38.91M), and Raymond James Financial Inc. ($38.41M).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), Cetera Investment Advisers ($661.15K), Readystate Asset Management LP ($448.96K), Strategic Financial Concepts LLC ($399.67K), Shaker Financial Services LLC ($353.86K), and LPL Financial LLC ($261.18K).

Institutional investors have bought a total of 4,978,396 shares in the last 24 months. This purchase volume represents approximately $92.62M in transactions.

Of the 70 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: Raymond James Financial Inc. ($211.40K), 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 1,223,460 shares in the last 24 months. This volume of shares sold represents approximately $22.37M in transactions.


Related Companies

This page (NASDAQ:CSQ) was last updated on 5/12/2026 by MarketBeat.com Staff.
From Our Partners
Iran broke the petrodollar…
For 50 years, every barrel of oil settled in dollars - that rule is what made the dollar the world's reserve c...
Golden Portfolio | Sponsoredtc pixel
Peptide Company Lands Exclusive MMA Wellness Partnership
A publicly traded peptide company just signed an exclusive partnership with a NYSE-listed MMA media platform t...
The Tomorrow Investor | Sponsoredtc pixel
BSEM: From OTC to Nasdaq Contender!
BioStem Technologies (OTC: BSEM) has posted seven consecutive profitable quarters and just released audited fi...
Huge Alerts | Sponsoredtc pixel
If You Have $50k+ on Coinbase, This Will Ruin Your Day
In 2009, Greece's debt-to-GDP ratio hit 130%. Within 24 months... Pensions were slashed 40% overnight. Bank ac...
Decentralized Masters | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Trump is positioned. Elon lights the fuse.
On Thursday, the Senate Banking Committee votes on the CLARITY Act. A bill that would create the first real le...
Crypto 101 Media | Sponsoredtc pixel
Nevada gold explorer near Kinross district draws attention
Gold has surged past $5,300 per ounce, with Goldman Sachs and JPMorgan forecasting $6,000+ by end of 2026. Cen...
Wall Street Logic | Sponsoredtc pixel