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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$20.26 -0.13 (-0.64%)
As of 01:19 PM 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)
95
Total
Institutional Inflows
(last 12 months)
$75.54M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$20.61M
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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
9/9/2026Sequoia Financial Advisors LLC16,694$343K0.0%-26.7%0.000%
9/9/2026NewEdge Advisors LLC57,600$1.18M0.0%-10.2%0.000%
9/9/2026Pointe Capital Management LLC115,602$2.38M1.1%-6.8%0.000%
9/9/2026Baird Financial Group Inc.24,878$511K0.0%+8.6%0.000%
9/8/2026Allworth Financial LP3,230$66K0.0%-41.1%0.000%
9/8/2026Waverly Advisors LLC42,653$877K0.0%-5.7%0.000%
8/23/2026Ameritas Advisory Services LLC11,155$229K0.0%N/A0.000%
8/22/2026NWF Advisory Services Inc.32,334$665K0.1%+6.6%0.000%
8/22/2026Concurrent Investment Advisors LLC44,345$912K0.0%+5.3%0.000%
8/21/2026Continuum Advisory LLC10,407$214K0.0%-5.0%0.000%
8/20/2026Wedbush Securities Inc.19,287$397K0.0%+4.2%0.000%
7/10/2026Wealthcare Advisory Partners LLC29,166$600K0.0%+3.6%0.000%
7/7/2026David J Yvars Group45,208$924K0.4%+4.2%0.000%
7/7/2026Quad Cities Investment Group LLC33,337$685K0.2%+9.1%0.000%
7/7/2026Dynamic Advisor Solutions LLC14,275$293K0.0%-8.6%0.000%
7/2/2026CX 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%
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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%
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%
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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%


CSQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 197 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 160 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 3,995,820 shares in the last 24 months. This purchase volume represents approximately $75.54M in transactions.

Of the 56 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), Pointe Capital Management LLC ($26.88K), and CENTRAL TRUST Co ($24.50K).

Institutional investors have sold a total of 1,114,233 shares in the last 24 months. This volume of shares sold represents approximately $20.61M in transactions.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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