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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$18.14 +0.20 (+1.11%)
Closing price 01/17/2025 04:00 PM Eastern
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$17.40 -0.74 (-4.08%)
As of 08:50 AM 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)
71
Total
Institutional Inflows
(last 12 months)
$67.84M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$18.53M
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Skip Chart & View Institutional Buying and Selling Data

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
1/17/2025 Janney Montgomery Scott LLC175,020$3.10M0.0%-0.8%0.000%
1/17/2025 Atomi Financial Group Inc.29,408$521K0.0%+5.7%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB1,500$27K0.0%N/A0.000%
1/15/2025 Lake Street Private Wealth LLC63,700$1.13M0.2%-20.3%0.000%
1/15/2025 Wealthcare Advisory Partners LLC12,509$222K0.0%-4.5%0.000%
1/14/2025 Capital CS Group LLC15,535$275K0.4%-40.3%0.000%
1/13/2025 Brookstone Capital Management23,711$420K0.0%+28.0%0.000%
1/10/2025 ORG Partners LLC24,824$440K0.1%+6.4%0.000%
1/8/2025 International Assets Investment Management LLC15,066$265K0.0%-94.2%0.000%
12/26/2024JPMorgan Chase & Co.3,428$59K0.0%-97.0%0.000%
12/13/2024B. Riley Wealth Advisors Inc.106,670$1.83M0.1%-24.0%0.000%
11/25/2024Sanctuary Advisors LLC183,616$3.31M0.0%-2.5%0.000%
11/18/2024Arete Wealth Advisors LLC38,471$664K0.1%+5.5%0.000%
11/15/2024MML Investors Services LLC11,477$199K0.0%+8.6%0.000%
11/15/2024EP Wealth Advisors LLC29,297$508K0.0%N/A0.000%
11/15/2024Stifel Financial Corp250,002$4.34M0.0%-3.4%0.000%
11/15/2024HighTower Advisors LLC132,878$2.31M0.0%-4.5%0.000%
11/14/2024Captrust Financial Advisors77,969$1.35M0.0%-1.4%0.000%
11/14/2024Rockefeller Capital Management L.P.362,352$6.29M0.0%+1.0%0.000%
11/14/2024Walleye Capital LLC38,921$675K0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.25,130$436K0.0%-18.1%0.000%
11/13/2024Truvestments Capital LLC2,369$41K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC8,000$139K0.0%+233.3%0.000%
11/9/2024Landscape Capital Management L.L.C.170,285$2.95M0.3%+33.9%0.000%
11/8/2024Cornerstone Advisors LLC1,001,404$17.37M0.7%+2.5%0.000%
11/8/2024SMH Capital Advisors Inc.15,981$277K0.9%-5.9%0.000%
11/8/2024Advisors Asset Management Inc.484,889$8.41M0.2%-4.3%0.000%
11/8/2024PNC Financial Services Group Inc.91,845$1.59M0.0%+2.0%0.000%
11/7/2024Caprock Group LLC20,282$352K0.0%N/A0.000%
11/7/2024Aviance Capital Partners LLC98,712$1.71M0.2%+0.6%0.000%
11/6/2024Oppenheimer & Co. Inc.31,995$555K0.0%-10.6%0.000%
11/5/2024Harbour Investments Inc.63,416$1.10M0.0%+9.0%0.000%
11/5/2024Apollon Wealth Management LLC420,835$7.30M0.2%+8.2%0.000%
11/5/2024Nations Financial Group Inc. IA ADV23,880$414K0.0%+11.1%0.000%
11/4/2024Wolverine Asset Management LLC26,208$455K0.0%N/A0.000%
11/1/2024Bensler LLC946,374$16.42M2.1%+1.3%0.000%
10/31/2024Consolidated Planning Corp41,674$723K0.1%-6.5%0.000%
10/31/2024Shaker Financial Services LLC336,742$5.84M2.2%+135.2%0.000%
10/31/2024 David J Yvars Group24,452$423K0.3%-10.1%0.000%
10/29/2024 Janney Montgomery Scott LLC176,382$3.06M0.0%-7.5%0.000%
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10/29/2024Conning Inc.50,086$869K0.0%+1.8%0.000%
10/28/2024US Bancorp DE9,425$164K0.0%+317.2%0.000%
10/24/2024Pointe Capital Management LLC145,897$2.53M1.5%-4.0%0.000%
10/23/2024Canal Capital Management LLC24,000$416K0.1%-15.5%0.000%
10/22/2024 International Assets Investment Management LLC261,395$45.35M0.0%+1,346.9%0.000%
10/22/2024Litman Gregory Wealth Management LLC21,500$373K0.0%N/A0.000%
10/22/2024Maryland Capital Advisors Inc.5,104$89K0.0%-17.0%0.000%
10/22/2024Private Advisor Group LLC56,256$976K0.0%+18.2%0.000%
10/21/2024Calton & Associates Inc.11,348$197K0.1%N/A0.000%
10/18/2024Raymond James & Associates1,170,880$20.32M0.0%-3.3%0.000%
10/17/2024Stratos Wealth Partners LTD.428,565$7.44M0.1%+9.1%0.000%
10/16/2024Good Life Advisors LLC22,284$387K0.0%+100.0%0.000%
10/9/2024 San Luis Wealth Advisors LLC19,830$344K0.1%-17.4%0.000%
10/8/2024 Brookstone Capital Management18,526$321K0.0%+7.9%0.000%
10/8/2024 Atomi Financial Group Inc.27,821$483K0.0%+18.4%0.000%
10/8/2024Dynamic Advisor Solutions LLC17,994$312K0.0%-3.6%0.000%
9/5/2024Sanctuary Advisors LLC188,273$2.97M0.0%N/A0.000%
8/22/2024Cetera Investment Advisers542,346$9.13M0.0%+6.5%0.000%
8/21/2024Truist Financial Corp235,434$3.97M0.0%-2.0%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.8,444$142K0.0%+44.0%0.000%
8/16/2024NewEdge Advisors LLC60,315$1.02M0.0%+1.8%0.000%
8/15/2024ELCO Management Co. LLC22,923$386K0.2%-3.0%0.000%
8/14/2024Insigneo Advisory Services LLC16,863$265K0.0%N/A0.000%
8/14/2024EverSource Wealth Advisors LLC18,568$312K0.0%+18.7%0.000%
8/14/2024Fairscale Capital LLC3,393$59K0.0%N/A0.000%
8/12/2024SMH Capital Advisors Inc.16,980$286K0.9%-7.9%0.000%
8/12/2024Mercer Global Advisors Inc. ADV21,591$364K0.0%-7.2%0.000%
8/9/2024Cornerstone Advisors LLC976,720$16.45M0.7%+96.6%0.000%
8/7/2024Wedbush Securities Inc.41,432$698K0.0%-13.3%0.000%
8/7/2024PFG Investments LLC27,515$463K0.0%+12.1%0.000%
8/7/2024Ashton Thomas Private Wealth LLC5,627$95K0.0%N/A0.000%
8/6/2024Strategic Financial Concepts LLC207,342$35K0.0%+1,545.6%0.000%
8/6/2024Savant Capital LLC146,294$2.46M0.0%+1.8%0.000%
8/3/2024Shaker Financial Services LLC143,153$2.41M1.0%-7.0%0.000%
8/2/2024Consolidated Planning Corp44,575$751K0.1%-6.1%0.000%
8/2/2024Larson Financial Group LLC2,400$40K0.0%N/A0.000%
8/2/2024Founders Financial Securities LLC25,995$438K0.0%N/A0.000%
7/31/2024Semus Wealth Partners LLC11,166$188K0.1%-25.6%0.000%
7/31/2024Commonwealth Equity Services LLC189,399$3.19M0.0%+1.2%0.000%
7/31/2024Rothschild Investment LLC5,000$84K0.0%N/A0.000%
7/29/2024Strategies Wealth Advisors LLC23,862$402K0.1%-12.8%0.000%
7/29/2024Fairman Group LLC33,051$557K0.6%N/A0.000%
7/29/2024 Arkadios Wealth Advisors10,000$168K0.0%N/A0.000%
7/26/2024Conning Inc.49,194$828K0.0%+1.9%0.000%
7/26/2024Harbour Investments Inc.58,162$979K0.0%+5.3%0.000%
7/26/2024Bensler LLC934,383$15.74M2.1%+0.2%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.167,417$2.82M0.0%-5.1%0.000%
7/26/2024 Atomi Financial Group Inc.23,494$396K0.0%+15.6%0.000%
7/23/2024 XML Financial LLC24,928$420K0.0%-4.6%0.000%
7/20/2024Raymond James Financial Services Advisors Inc.830,387$13.98M0.0%-3.0%0.000%
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7/20/2024Apollon Wealth Management LLC388,816$6.55M0.2%+6.6%0.000%
7/19/2024Raymond James & Associates1,210,438$20.38M0.0%-0.3%0.000%
7/16/2024 ORG Partners LLC23,424$394K0.0%-4.1%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC21,322$359K0.0%-9.5%0.000%
7/15/2024Sapient Capital LLC12,076$203K0.0%N/A0.000%
7/11/2024U.S. Capital Wealth Advisors LLC85,780$1.45M0.1%-22.5%0.000%
7/10/2024CWM LLC1,600$27K0.0%-38.5%0.000%
6/11/2024EverSource Wealth Advisors LLC15,648$243K0.0%+4.5%0.000%
5/24/2024Cetera Advisors LLC389,919$6.38M0.1%+5.5%0.000%
5/24/2024Cetera Investment Advisers509,372$8.34M0.0%+3,229.9%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, 166 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were Bank of America Corp DE ($60.99M), UBS Group AG ($60.68M), Wells Fargo & Company MN ($40.02M), Raymond James & Associates ($20.32M), Cornerstone Advisors LLC ($17.37M), Bensler LLC ($16.42M), and Raymond James Financial Services Advisors Inc. ($13.98M).Learn more on CSQ's institutional investors.

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

Of the 125 institutional investors that purchased Calamos Strategic Total Return Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($1.00M), Shaker Financial Services LLC ($558.18K), Cetera Investment Advisers ($527.05K), International Assets Investment Management LLC ($520.22K), Strategic Financial Concepts LLC ($207.34K), Sanctuary Advisors LLC ($188.27K), and LPL Financial LLC ($170.44K).

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

Institutional investors have bought a total of 6,267,552 shares in the last 24 months. This purchase volume represents approximately $97.66M in transactions.

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

Of the 90 institutional investors that sold Calamos Strategic Total Return Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($368.59K), Raymond James & Associates ($282.85K), International Assets Investment Management LLC ($261.35K), B. Riley Wealth Advisors Inc. ($240.82K), UBS Group AG ($186.81K), Shaker Financial Services LLC ($128.04K), and JPMorgan Chase & Co. ($111.03K).

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

Institutional investors have sold a total of 2,516,990 shares in the last 24 months. This volume of shares sold represents approximately $38.38M in transactions.


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This page (NASDAQ:CSQ) was last updated on 1/21/2025 by MarketBeat.com Staff
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