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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$18.58 +0.10 (+0.51%)
As of 02:44 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)
104
Total
Institutional Inflows
(last 12 months)
$148.74M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$24.16M
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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
8/13/2025WealthTrust Axiom LLC23,813$434K0.1%-2.9%0.000%
8/13/2025Northwestern Mutual Wealth Management Co.6,324$115K0.0%+101.4%0.000%
8/12/2025J.W. Cole Advisors Inc.125,008$2.28M0.0%-0.7%0.000%
8/12/2025Advisors Asset Management Inc.530,147$9.67M0.2%+4.5%0.000%
8/12/2025Steward Partners Investment Advisory LLC145,072$2.65M0.0%-2.8%0.000%
8/12/2025Insigneo Advisory Services LLC13,924$254K0.0%+5.7%0.000%
8/8/2025 Rockefeller Capital Management L.P.604,464$11.03M0.0%+43.2%0.000%
8/8/2025 Cornerstone Advisors LLC1,438,135$26.23M0.9%+12.3%0.000%
8/8/2025 Cetera Investment Advisers685,328$12.50M0.0%-0.1%0.000%
8/8/2025 Creative Planning10,250$187K0.0%N/A0.000%
8/8/2025 Good Life Advisors LLC41,287$753K0.0%+257.9%0.000%
8/7/2025 CENTRAL TRUST Co84,515$1.54M0.0%-5.8%0.000%
8/7/2025 Allworth Financial LP6,235$114K0.0%+13.4%0.000%
8/6/2025 Bensler LLC994,476$18.14M2.0%+0.2%0.000%
8/5/2025 Shaker Financial Services LLC394,767$7.20M2.6%+9.2%0.000%
8/5/2025 GHP Investment Advisors Inc.3,400$62K0.0%N/A0.000%
8/5/2025 Aviance Capital Partners LLC97,262$1.77M0.2%-2.2%0.000%
8/5/2025 Uniting Wealth Partners LLC25,424$464K0.2%-8.9%0.000%
8/5/2025 Lifeworks Advisors LLC15,956$291K0.0%-46.1%0.000%
8/4/2025 Kovack Advisors Inc.30,825$562K0.1%N/A0.000%
8/4/2025 Prairie Wealth Advisors Inc.119,736$2.18M0.9%+9.3%0.000%
8/1/2025 Envestnet Asset Management Inc.84,075$1.53M0.0%+31.8%0.000%
7/30/2025 Brookstone Capital Management29,765$543K0.0%+24.0%0.000%
7/29/2025 Stratos Wealth Partners LTD.512,616$9.35M0.1%+23.2%0.000%
7/28/2025 Harbour Investments Inc.54,119$987K0.0%-5.5%0.000%
7/25/2025 Atria Wealth Solutions Inc.12,174$222K0.0%-70.2%0.000%
7/25/2025 Sequoia Financial Advisors LLC17,271$315K0.0%-16.0%0.000%
7/25/2025 CWM LLC7,909$144K0.0%+246.9%0.000%
7/25/2025 Apollon Wealth Management LLC409,908$7.48M0.1%-0.8%0.000%
7/24/2025 Lokken Investment Group LLC11,812$215K0.1%-7.5%0.000%
7/22/2025 DAVENPORT & Co LLC206,728$3.77M0.0%-4.0%0.000%
7/22/2025 Wealthcare Advisory Partners LLC26,952$492K0.0%+11.4%0.000%
7/18/2025 Consolidated Planning Corp15,071$275K0.0%-13.9%0.000%
7/18/2025 Trust Co. of Vermont5,289$96K0.0%N/A0.000%
7/18/2025 PFG Investments LLC37,638$687K0.0%+17.5%0.000%
7/18/2025 Truist Financial Corp265,927$4.85M0.0%+3.2%0.000%
7/17/2025 XML Financial LLC24,078$439K0.0%-3.4%0.000%
7/17/2025 San Luis Wealth Advisors LLC18,649$340K0.1%-7.2%0.000%
7/15/2025 Bay Capital Advisors LLC18,379$335K0.3%-19.3%0.000%
7/11/2025 Farther Finance Advisors LLC3,869$71K0.0%+78.4%0.000%
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7/11/2025 Lantz Financial LLC12,000$219K0.1%-16.7%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC22,707$419K0.0%+9.0%0.000%
7/9/2025 David J Yvars Group27,121$493K0.3%+6.8%0.000%
7/8/2025 Arlington Trust Co LLC2,128$39K0.0%N/A0.000%
7/8/2025 Parallel Advisors LLC5,196$95K0.0%+199.1%0.000%
5/19/2025Jane Street Group LLC13,137$213K0.0%N/A0.000%
5/19/2025Smith Asset Management Co. LLC229,965$3.72M3.5%N/A0.000%
5/16/2025Arete Wealth Advisors LLC34,257$554K0.0%-4.2%0.000%
5/16/2025Polar Asset Management Partners Inc.122,330$1.98M0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC63,650$1.03M0.0%+8.6%0.000%
5/16/2025Advisors Asset Management Inc.507,354$8.21M0.2%+1.8%0.000%
5/15/2025EP Wealth Advisors LLC31,517$510K0.0%+3.9%0.000%
5/15/2025Royal Bank of Canada1,954,032$31.62M0.0%+9.8%0.000%
5/15/2025Calton & Associates Inc.12,122$196K0.0%N/A0.000%
5/15/2025Baird Financial Group Inc.26,958$436K0.0%-25.7%0.000%
5/14/2025WCG Wealth Advisors LLC17,006$275K0.0%N/A0.000%
5/14/2025WealthTrust Axiom LLC24,513$397K0.1%-6.3%0.000%
5/14/2025 Strategies Wealth Advisors LLC23,362$378K0.0%-2.5%0.000%
5/14/2025Compound Planning Inc.34,070$551K0.0%+15.9%0.000%
5/13/2025Raymond James Financial Inc.1,927,669$31.19M0.0%-9.7%0.000%
5/13/2025 HighTower Advisors LLC140,824$2.28M0.0%+3.6%0.000%
5/12/2025Invesco Ltd.99,309$1.61M0.0%+29.5%0.000%
5/12/2025Founders Financial Alliance LLC14,463$234K0.1%+5.4%0.000%
5/12/2025LaSalle St. Investment Advisors LLC11,479$185K0.0%-21.3%0.000%
5/9/2025 Cornerstone Advisors LLC1,280,271$20.72M0.9%+11.5%0.000%
5/9/2025MGB Wealth Management LLC19,040$323K0.1%N/A0.000%
5/9/2025 Atria Wealth Solutions Inc.40,884$662K0.0%-47.0%0.000%
5/9/2025 Shaker Financial Services LLC361,493$5.85M2.3%+0.2%0.000%
5/9/2025 PNC Financial Services Group Inc.32,155$520K0.0%-65.3%0.000%
5/8/2025 Harbour Investments Inc.57,293$927K0.0%-4.8%0.000%
5/8/2025 Eastern Bank3,060$50K0.0%N/A0.000%
5/7/2025N.E.W. Advisory Services LLC3,527$57K0.0%N/A0.000%
5/7/2025LPL Financial LLC1,059,785$17.15M0.0%+16.3%0.000%
5/6/2025 Cetera Investment Advisers686,307$11.10M0.0%+1.6%0.000%
5/6/2025 Wedbush Securities Inc.21,822$353K0.0%-8.1%0.000%
5/6/2025 Readystate Asset Management LP36,545$591K0.0%N/A0.000%
5/5/2025J.W. Cole Advisors Inc.125,852$2.04M0.1%+659.3%0.000%
5/5/2025Calton & Associates Inc.8,657$140K0.0%N/A0.000%
5/5/2025 Kestra Private Wealth Services LLC27,985$453K0.0%+18.4%0.000%
5/5/2025 Private Advisor Group LLC68,309$1.11M0.0%+4.1%0.000%
5/2/2025 Apollon Wealth Management LLC413,083$6.68M0.1%-2.5%0.000%
5/1/2025 Pointe Capital Management LLC131,222$2.12M1.2%-11.2%0.000%
4/30/2025 Allworth Financial LP5,499$86K0.0%-10.6%0.000%
4/30/2025Silverlake Wealth Management LLC15,263$247K0.1%-5.9%0.000%
4/30/2025 Stratos Wealth Partners LTD.416,232$6.74M0.1%-9.1%0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC60,154$973K0.0%-31.5%0.000%
4/29/2025 Envestnet Asset Management Inc.63,808$1.03M0.0%+42.8%0.000%
4/29/2025 Calamos Wealth Management LLC85,160$1.38M0.1%+37.4%0.000%
4/29/2025 Aviance Capital Partners LLC99,472$1.61M0.2%+1.6%0.000%
4/28/2025 DAVENPORT & Co LLC215,309$3.48M0.0%-4.8%0.000%
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4/25/2025 Bay Capital Advisors LLC22,779$369K0.3%-9.4%0.000%
4/25/2025 Uniting Wealth Partners LLC27,910$452K0.2%-2.4%0.000%
4/23/2025 Sequoia Financial Advisors LLC20,571$333K0.0%+19.3%0.000%
4/23/2025 Oppenheimer & Co. Inc.64,308$1.04M0.0%+89.2%0.000%
4/22/2025 Consolidated Planning Corp17,502$283K0.0%-17.6%0.000%
4/22/2025 Prairie Wealth Advisors Inc.109,517$1.77M0.9%-1.1%0.000%
4/22/2025 PFG Investments LLC32,029$518K0.0%-2.4%0.000%
4/21/2025 Institute for Wealth Management LLC.17,016$275K0.0%-13.5%0.000%
4/18/2025 CENTRAL TRUST Co89,740$1.45M0.0%-1.2%0.000%
4/17/2025 Janney Montgomery Scott LLC189,631$3.07M0.0%+8.3%0.000%
(Data available from 1/1/2016 forward)

CSQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSQ shares?

During the previous two years, 183 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were Bank of America Corp DE ($83.89M), UBS Group AG ($60.68M), Wells Fargo & Company MN ($55.75M), Royal Bank of Canada ($31.62M), Raymond James Financial Inc. ($31.19M), Cornerstone Advisors LLC ($26.23M), and Raymond James & Associates ($20.32M).Learn more on Calamos Strategic Total Return Fund's institutional investors.

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

Of the 141 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. ($4.27M), Cornerstone Advisors LLC ($1.44M), Cetera Investment Advisers ($661.15K), Shaker Financial Services LLC ($504.06K), International Assets Investment Management LLC ($502.23K), Strategic Financial Concepts LLC ($412.27K), and Wells Fargo & Company MN ($262.84K).

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

Institutional investors have bought a total of 8,516,907 shares in the last 24 months. This purchase volume represents approximately $148.74M in transactions.

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

Of the 68 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: International Assets Investment Management LLC ($246.33K), Raymond James Financial Inc. ($207.12K), Landscape Capital Management L.L.C. ($120.16K), JPMorgan Chase & Co. ($111.03K), Bank of America Corp DE ($64.95K), Atria Wealth Solutions Inc. ($64.91K), and PNC Financial Services Group Inc. ($60.56K).

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

Institutional investors have sold a total of 1,406,265 shares in the last 24 months. This volume of shares sold represents approximately $24.16M in transactions.


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This page (NASDAQ:CSQ) was last updated on 8/13/2025 by MarketBeat.com Staff
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