Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

$20.74 +0.06 (+0.29%)

As of 08/21/2026 04:00 PM Eastern

Number of Institutional Buyers (last 12 months): 94
Total Institutional Inflows (last 12 months): $75.30M

Number of Institutional Sellers (last 12 months): 55
Total Institutional Outflows (last 12 months): $20.38M

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.

CSQ Institutional Buying and Selling by Quarter

Calamos Strategic Total Return Fund Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	Concurrent Investment Advisors LLC	44,345	$912K	0.0%	+5.3%	0.000%
8/21/2026	Continuum Advisory LLC	10,407	$214K	0.0%	-5.0%	0.000%
8/20/2026	Wedbush Securities Inc.	19,287	$397K	0.0%	+4.2%	0.000%
7/10/2026	Wealthcare Advisory Partners LLC	29,166	$600K	0.0%	+3.6%	0.000%
7/7/2026	David J Yvars Group	45,208	$924K	0.4%	+4.2%	0.000%
7/7/2026	Quad Cities Investment Group LLC	33,337	$685K	0.2%	+9.1%	0.000%
7/7/2026	Dynamic Advisor Solutions LLC	14,275	$293K	0.0%	-8.6%	0.000%
7/2/2026	CX Institutional	3,022	$62K	0.0%	-31.3%	0.000%
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%
Get the Latest News and Ratings for CSQ and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Calamos Strategic Total Return Fund and its competitors with MarketBeat's FREE daily newsletter.
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%
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%
Your Free Report (Inside) (Ad) A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe calls it The 10-Minute Guide to Start Trading Options Today, built to help you open your first options trade with less capital than buying shares outright. Download your free copy of Options Trading Made Simple before it's gone
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%
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%
The retirement stock I'd buy before Nvidia today (Ad) In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Chaikin Money Flow indicator has a new top retirement pick. The company holds three fast-growing businesses -- including an autonomous vehicle unit and a streaming service with 10x Netflix's reach -- any of which could be spun off in the next 12 to 24 months. It also pays a dividend, a rarity among high-growth AI names. Chaikin lays out the full case in a new free presentation, no email or credit card required. Get Marc Chaikin's free presentation on this overlooked AI stock now
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%
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%

CSQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 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 157 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 ($1.23M), Readystate Asset Management LP ($448.96K), Shaker Financial Services LLC ($353.86K), Royal Bank of Canada ($275.05K), LPL Financial LLC ($261.18K), and International Assets Investment Management LLC ($243.33K).

Institutional investors have bought a total of 3,984,468 shares in the last 24 months. This purchase volume represents approximately $75.30M in transactions.

Of the 55 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), Wells Fargo & Company MN ($131.61K), Apollon Wealth Management LLC ($128.84K), Morgan Stanley ($89.15K), CENTRAL TRUST Co ($24.50K), and Commonwealth Equity Services LLC ($23.93K).

Institutional investors have sold a total of 1,105,177 shares in the last 24 months. This volume of shares sold represents approximately $20.38M in transactions.

Related Companies

Institutional ownership data for NASDAQ:CSQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools