Free Trial
→ Buffett, Gates and Bezos Dumping Stocks (From Banyan Hill Publishing) (Ad)tc pixel Free CSQ Stock Alerts

Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$18.48 +0.03 (+0.16%)
As of 03:28 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$150.56M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$25.39M
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
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.
Skip Chart & View Institutional Buying and Selling Data

CSQ Institutional Buying and Selling by Quarter

Calamos Strategic Total Return Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025 Evolution Wealth Management Inc.2,206$40K0.0%N/A0.000%
8/19/2025 Newbridge Financial Services Group Inc.11,728$214K0.0%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC2,200$40K0.0%-37.6%0.000%
8/15/2025 Corient Private Wealth LLC15,772$288K0.0%+11.1%0.000%
8/15/2025 Captrust Financial Advisors81,223$1.48M0.0%+3.9%0.000%
8/15/2025 Snowden Capital Advisors LLC35,632$650K0.0%-2.9%0.000%
8/15/2025 IHT Wealth Management LLC11,551$211K0.0%-8.4%0.000%
8/15/2025 EP Wealth Advisors LLC19,148$349K0.0%-39.2%0.000%
8/15/2025 Bank of America Corp DE4,735,753$86.38M0.0%-1.0%0.000%
8/15/2025 Ameriprise Financial Inc.267,626$4.87M0.0%+2.1%0.000%
8/14/2025 Jane Street Group LLC17,089$312K0.0%+30.1%0.000%
8/14/2025 Raymond James Financial Inc.1,995,245$36.39M0.0%+3.5%0.000%
8/14/2025 Karpus Management Inc.55,333$1.01M0.0%+3.7%0.000%
8/14/2025 NewEdge Advisors LLC62,018$1.13M0.0%-2.6%0.000%
8/13/2025 Baird Financial Group Inc.22,138$404K0.0%-17.9%0.000%
8/13/2025 Guggenheim Capital LLC434,485$7.93M0.1%+2.0%0.000%
8/13/2025 McGowan Group Asset Management Inc.782,813$14.28M1.8%+3.9%0.000%
8/13/2025 Invesco Ltd.107,541$1.96M0.0%+8.3%0.000%
8/13/2025 WCG Wealth Advisors LLC27,888$509K0.0%+64.0%0.000%
8/13/2025 Smith Moore & CO.19,150$349K0.0%-3.5%0.000%
8/13/2025 WealthTrust Axiom LLC23,813$434K0.1%-2.9%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.6,324$115K0.0%+101.4%0.000%
8/12/2025 J.W. Cole Advisors Inc.125,008$2.28M0.0%-0.7%0.000%
8/12/2025 Advisors Asset Management Inc.530,147$9.67M0.2%+4.5%0.000%
8/12/2025 Steward Partners Investment Advisory LLC145,072$2.65M0.0%-2.8%0.000%
8/12/2025 Insigneo 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%
One tiny company just cracked Google’s $19B problem (Ad)

For decades, this “AI metal” was trapped in labs, too slow and expensive to ever reach mass production. Then an MIT team cracked the code… dropping the cost from $63,000 to just 90 cents per gram. Now, one US-based factory is gearing up to supply the AI, aerospace, and EV industries with the one material they can’t continue to grow without. Only one company controls it, and its stock is still flying under Main Street’s radar.tc pixel

See why the race for supply has already started.
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%
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%
5/19/2025 Jane Street Group LLC13,137$213K0.0%N/A0.000%
5/19/2025Smith Asset Management Co. LLC229,965$3.72M3.5%N/A0.000%
5/16/2025 Arete Wealth Advisors LLC34,257$554K0.0%-4.2%0.000%
5/16/2025 Polar Asset Management Partners Inc.122,330$1.98M0.0%N/A0.000%
5/16/2025 NewEdge Advisors LLC63,650$1.03M0.0%+8.6%0.000%
5/16/2025 Advisors Asset Management Inc.507,354$8.21M0.2%+1.8%0.000%
5/15/2025 EP Wealth Advisors LLC31,517$510K0.0%+3.9%0.000%
5/15/2025 Royal Bank of Canada1,954,032$31.62M0.0%+9.8%0.000%
5/15/2025 Calton & Associates Inc.12,122$196K0.0%N/A0.000%
5/15/2025 Baird Financial Group Inc.26,958$436K0.0%-25.7%0.000%
5/14/2025 WCG Wealth Advisors LLC17,006$275K0.0%N/A0.000%
5/14/2025 WealthTrust Axiom LLC24,513$397K0.1%-6.3%0.000%
5/14/2025 Strategies Wealth Advisors LLC23,362$378K0.0%-2.5%0.000%
5/14/2025 Compound Planning Inc.34,070$551K0.0%+15.9%0.000%
5/13/2025 Raymond 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%
5/12/2025 Invesco Ltd.99,309$1.61M0.0%+29.5%0.000%
5/12/2025 Founders Financial Alliance LLC14,463$234K0.1%+5.4%0.000%
5/12/2025 LaSalle 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%
5/9/2025 MGB 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%
One tiny company just cracked Google’s $19B problem (Ad)

For decades, this “AI metal” was trapped in labs, too slow and expensive to ever reach mass production. Then an MIT team cracked the code… dropping the cost from $63,000 to just 90 cents per gram. Now, one US-based factory is gearing up to supply the AI, aerospace, and EV industries with the one material they can’t continue to grow without. Only one company controls it, and its stock is still flying under Main Street’s radar.tc pixel

See why the race for supply has already started.
5/8/2025 Eastern Bank3,060$50K0.0%N/A0.000%
5/7/2025 N.E.W. Advisory Services LLC3,527$57K0.0%N/A0.000%
5/7/2025 LPL 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%
5/5/2025 J.W. Cole Advisors Inc.125,852$2.04M0.1%+659.3%0.000%
5/5/2025 Calton & 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%
(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, 187 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were Bank of America Corp DE ($86.38M), UBS Group AG ($60.68M), Wells Fargo & Company MN ($55.75M), Raymond James Financial Inc. ($36.39M), Royal Bank of Canada ($31.62M), 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 145 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 ($1.44M), 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 8,611,770 shares in the last 24 months. This purchase volume represents approximately $150.56M in transactions.

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

Of the 73 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), Bank of America Corp DE ($114.29K), JPMorgan Chase & Co. ($111.03K), 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 1,473,026 shares in the last 24 months. This volume of shares sold represents approximately $25.39M in transactions.


Related Companies

This page (NASDAQ:CSQ) was last updated on 9/3/2025 by MarketBeat.com Staff
From Our Partners
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Warren Buffett Issues Cryptic Warning on U.S. Dollar
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
The day and month stocks are most likely to crash next
Good News for Stocks 50-year Wall Street veteran, Marc Chaikin is stepping forward to share why history giv...
Chaikin Analytics | Sponsoredtc pixel
2013 Bitcoin miner reveals his trading system (free)
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
An MIT lab recently cracked a code scientists had been chasing for decades… Turning a “miracle metal” from ...
True Market Insiders | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Did you spot this in the Oval Office last week?
When Tim Cook stood in the Oval Office last week, all eyes were on the "unique 24K gold gift" he presented to ...
InvestorPlace | Sponsoredtc pixel
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsoredtc pixel