Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

$20.52 0.00 (0.00%)

Closing price 06/18/2026 04:00 PM Eastern

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$20.54 +0.03 (+0.12%)

As of 06/18/2026 04:10 PM Eastern

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Number of Institutional Buyers (last 12 months): 109
Total Institutional Inflows (last 12 months): $89.72M

Number of Institutional Sellers (last 12 months): 69
Total Institutional Outflows (last 12 months): $23.27M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	Parallel Advisors LLC	3,443	$59K	0.0%	-46.1%	0.000%
6/3/2026	NewEdge Advisors LLC	64,136	$1.10M	0.0%	+2.3%	0.000%
5/20/2026	Norris Financial Group LLC	12,000	$205K	0.1%	N/A	0.000%
5/19/2026	Bank of America Corp DE	4,857,535	$83.16M	0.0%	+1.8%	0.000%
5/18/2026	Readystate Asset Management LP	236,613	$4.05M	0.2%	-52.1%	0.000%
5/18/2026	Rivernorth Capital Management LLC	172,463	$2.95M	0.1%	N/A	0.000%
5/18/2026	Royal Bank of Canada	2,118,216	$36.26M	0.0%	+4.5%	0.000%
5/15/2026	Waverly Advisors LLC	45,236	$774K	0.0%	+4.8%	0.000%
5/13/2026	Cetera Investment Advisers	782,626	$13.40M	0.0%	+3.7%	0.000%
5/8/2026	PNC Financial Services Group Inc.	63,285	$1.08M	0.0%	+14.7%	0.000%
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5/7/2026	Lowe Brockenbrough & Co. Inc.	26,637	$456K	0.0%	-7.3%	0.000%
5/7/2026	Parallel Advisors LLC	3,443	$59K	0.0%	-46.1%	0.000%
5/6/2026	Bartlett & CO. Wealth Management LLC	2,112	$36K	0.0%	+682.2%	0.000%
5/6/2026	Assetmark Inc.	1,683	$29K	0.0%	+162.1%	0.000%
5/4/2026	Calamos Advisors LLC	85,160	$1.46M	0.0%	N/A	0.000%
5/4/2026	NWF Advisory Services Inc.	30,334	$519K	0.1%	-6.2%	0.000%
5/1/2026	Fifth Third Bancorp	66,275	$1.14M	0.0%	N/A	0.000%
5/1/2026	Sequoia Financial Advisors LLC	22,771	$390K	0.0%	+31.8%	0.000%
4/30/2026	Kestra Advisory Services LLC	87,656	$1.50M	0.0%	+25.3%	0.000%
4/27/2026	PFG Investments LLC	39,692	$680K	0.0%	-3.1%	0.000%
4/27/2026	World Investment Advisors	171,961	$2.94M	0.0%	+17.5%	0.000%
4/27/2026	Private Advisor Group LLC	81,943	$1.40M	0.0%	+0.7%	0.000%
4/23/2026	Apollon Wealth Management LLC	281,070	$4.81M	0.1%	-29.7%	0.000%
4/22/2026	Janney Montgomery Scott LLC	221,042	$3.78M	0.0%	+4.3%	0.000%
4/20/2026	Kestra Private Wealth Services LLC	18,459	$316K	0.0%	-44.5%	0.000%
4/20/2026	TrueMark Investments LLC	33,304	$570K	0.1%	N/A	0.000%
4/17/2026	PMG Family Office LLC	161,279	$2.76M	3.1%	+2.8%	0.000%
4/17/2026	Brookstone Capital Management	28,340	$485K	0.0%	+3.5%	0.000%
4/15/2026	Nations Financial Group Inc. IA ADV	24,652	$422K	0.0%	+11.4%	0.000%
3/17/2026	Rockefeller Capital Management L.P.	670,230	$12.87M	0.0%	+7.4%	0.000%
3/3/2026	NWF Advisory Services Inc.	32,334	$621K	0.1%	-19.4%	0.000%
2/19/2026	Invesco Ltd.	84,503	$1.62M	0.0%	-13.6%	0.000%
2/19/2026	Smith Asset Management Co. LLC	223,949	$4.30M	3.5%	-1.8%	0.000%
2/18/2026	Beacon Pointe Advisors LLC	16,817	$323K	0.0%	N/A	0.000%
2/18/2026	EP Wealth Advisors LLC	17,648	$339K	0.0%	N/A	0.000%
2/18/2026	NewEdge Advisors LLC	62,724	$1.20M	0.0%	+4.2%	0.000%
2/18/2026	Readystate Asset Management LP	494,242	$9.49M	0.4%	+504.0%	0.000%
2/18/2026	1607 Capital Partners LLC	151,209	$2.90M	0.2%	N/A	0.000%
2/17/2026	Guggenheim Capital LLC	370,584	$7.12M	0.1%	-1.4%	0.000%
2/17/2026	Cetera Investment Advisers	754,787	$14.49M	0.0%	-0.9%	0.000%
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2/17/2026	Kovack Advisors Inc.	34,415	$661K	0.0%	N/A	0.000%
2/17/2026	Osaic Holdings Inc.	300,398	$5.77M	0.0%	+5.1%	0.000%
2/17/2026	Captrust Financial Advisors	96,071	$1.85M	0.0%	+6.3%	0.000%
2/17/2026	&PARTNERS	580,094	$11.13M	0.1%	+34.5%	0.000%
2/17/2026	Royal Bank of Canada	2,026,665	$38.91M	0.0%	+0.1%	0.000%
2/17/2026	Pointe Capital Management LLC	112,843	$2.17M	1.1%	-14.0%	0.000%
2/16/2026	WealthTrust Axiom LLC	21,013	$403K	0.1%	-3.2%	0.000%
2/16/2026	Mariner LLC	97,268	$1.87M	0.0%	-6.3%	0.000%
2/16/2026	Landscape Capital Management L.L.C.	53,669	$1.03M	0.1%	N/A	0.000%
2/16/2026	Arax Advisory Partners	3,152	$61K	0.0%	+1,613.0%	0.000%
2/13/2026	Kestra Advisory Services LLC	69,979	$1.34M	0.0%	+6.2%	0.000%
2/13/2026	Stifel Financial Corp	393,041	$7.55M	0.0%	+3.1%	0.000%
2/13/2026	Morgan Stanley	4,211,288	$80.86M	0.0%	-2.1%	0.000%
2/13/2026	Uniting Wealth Partners LLC	23,507	$454K	0.1%	+8.0%	0.000%
2/13/2026	Wells Fargo & Company MN	3,057,231	$58.70M	0.0%	-4.1%	0.000%
2/13/2026	Summit Financial LLC	21,203	$410K	0.0%	-7.7%	0.000%
2/12/2026	Advisors Asset Management Inc.	676,020	$12.98M	0.2%	+29.8%	0.000%
2/12/2026	Commonwealth Equity Services LLC	165,014	$3.17M	0.0%	-12.7%	0.000%
2/12/2026	Steward Partners Investment Advisory LLC	133,787	$2.57M	0.0%	-0.7%	0.000%
2/12/2026	Azimuth Capital Investment Management LLC	10,885	$209K	0.0%	N/A	0.000%
2/12/2026	Wedbush Securities Inc.	17,059	$328K	0.0%	-18.9%	0.000%
2/12/2026	Kovack Advisors Inc.	34,417	$661K	0.0%	N/A	0.000%
2/11/2026	Janney Montgomery Scott LLC	211,932	$4.07M	0.0%	+0.9%	0.000%
2/11/2026	LPL Financial LLC	1,205,773	$23.15M	0.0%	+8.0%	0.000%
2/11/2026	XML Financial LLC	14,678	$282K	0.0%	-29.5%	0.000%
2/11/2026	Lowe Brockenbrough & Co. Inc.	28,737	$552K	0.0%	+98.1%	0.000%
2/11/2026	Parallel Advisors LLC	6,393	$123K	0.0%	+8.8%	0.000%
2/11/2026	J.W. Cole Advisors Inc.	119,092	$2.29M	0.0%	-0.8%	0.000%
2/11/2026	Continuum Advisory LLC	10,957	$210K	0.0%	+5.3%	0.000%
2/10/2026	WCG Wealth Advisors LLC	25,688	$493K	0.0%	-7.9%	0.000%
2/10/2026	Northwestern Mutual Wealth Management Co.	9,911	$190K	0.0%	+56.4%	0.000%
2/10/2026	Savant Capital LLC	135,343	$2.60M	0.0%	+0.4%	0.000%
2/9/2026	Harbour Investments Inc.	55,908	$1.07M	0.0%	+2.4%	0.000%
2/9/2026	Clearstead Advisors LLC	135,419	$2.60M	0.0%	-2.0%	0.000%
2/6/2026	EverSource Wealth Advisors LLC	17,811	$342K	0.0%	-4.6%	0.000%
2/6/2026	PNC Financial Services Group Inc.	55,175	$1.06M	0.0%	+71.6%	0.000%
2/6/2026	Aviance Capital Partners LLC	98,634	$1.89M	0.2%	+2.5%	0.000%
2/6/2026	HighTower Advisors LLC	117,253	$2.25M	0.0%	-2.0%	0.000%
2/5/2026	Mesirow Financial Investment Management Inc.	55,370	$1.06M	0.0%	+5.8%	0.000%
2/5/2026	Western Wealth Management LLC	38,810	$745K	0.0%	+211.4%	0.000%
2/4/2026	Atlantic Union Bankshares Corp	6,626	$127K	0.0%	N/A	0.000%
2/4/2026	World Investment Advisors	146,391	$2.81M	0.0%	+6.2%	0.000%
2/4/2026	Bensler LLC	1,087,101	$20.87M	2.1%	+7.9%	0.000%
2/2/2026	Wolverine Asset Management LLC	158,973	$3.05M	0.0%	+72.6%	0.000%
2/2/2026	Truist Financial Corp	285,899	$5.49M	0.0%	+1.6%	0.000%
2/2/2026	CENTRAL TRUST Co	60,015	$1.15M	0.0%	-29.0%	0.000%
2/2/2026	Benjamin Edwards Inc.	10,591	$203K	0.0%	N/A	0.000%
2/2/2026	Oppenheimer & Co. Inc.	69,178	$1.33M	0.0%	+3.2%	0.000%
1/29/2026	Comerica Bank	66,337	$1.27M	0.0%	+1.1%	0.000%
1/29/2026	D.A. Davidson & CO.	29,458	$566K	0.0%	+11.8%	0.000%
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1/29/2026	Kestra Private Wealth Services LLC	33,238	$638K	0.0%	+2.0%	0.000%
1/29/2026	UBS Group AG	3,931,296	$75.48M	0.0%	-0.4%	0.000%
1/29/2026	Sanctuary Advisors LLC	166,115	$3.19M	0.0%	-4.8%	0.000%
1/29/2026	McGowan Group Asset Management Inc.	797,580	$15.31M	1.9%	+0.6%	0.000%
1/29/2026	Coquina Private Wealth LLC	19,945	$383K	0.3%	N/A	0.000%
1/29/2026	Concurrent Investment Advisors LLC	40,511	$778K	0.0%	N/A	0.000%
1/28/2026	N.E.W. Advisory Services LLC	4,400	$84K	0.0%	+100.0%	0.000%
1/26/2026	Shaker Financial Services LLC	325,874	$6.30M	2.0%	-34.4%	0.000%
1/26/2026	PFG Investments LLC	40,961	$786K	0.0%	+2.9%	0.000%
1/23/2026	Smith Moore & CO.	20,150	$387K	0.0%	+5.2%	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 ($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 162 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 4,776,186 shares in the last 24 months. This purchase volume represents approximately $89.72M 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 1,263,839 shares in the last 24 months. This volume of shares sold represents approximately $23.27M in transactions.

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This page (NASDAQ:CSQ) was last updated on 6/21/2026 by MarketBeat.com Staff.

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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

CSQ Institutional Buying and Selling by Quarter

Calamos Strategic Total Return Fund Major Shareholders & Ownership History

CSQ Institutional Ownership - Frequently Asked Questions

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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

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

CSQ Institutional Buying and Selling by Quarter

Calamos Strategic Total Return Fund Major Shareholders & Ownership History

CSQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSQ shares?

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

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

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

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

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