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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$17.76 -0.07 (-0.39%)
(As of 12:20 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$67.68M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$18.85M
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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
11/18/2024 Arete Wealth Advisors LLC38,471$664K0.1%+5.5%0.000%
11/15/2024 MML Investors Services LLC11,477$199K0.0%+8.6%0.000%
11/15/2024 EP Wealth Advisors LLC29,297$508K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp250,002$4.34M0.0%-3.4%0.000%
11/15/2024 HighTower Advisors LLC132,878$2.31M0.0%-4.5%0.000%
11/14/2024 Captrust Financial Advisors77,969$1.35M0.0%-1.4%0.000%
11/14/2024 Rockefeller Capital Management L.P.362,352$6.29M0.0%+1.0%0.000%
11/14/2024 Walleye Capital LLC38,921$675K0.0%N/A0.000%
11/13/2024 D.A. Davidson & CO.25,130$436K0.0%-18.1%0.000%
11/13/2024 Truvestments Capital LLC2,369$41K0.0%N/A0.000%
11/12/2024Larson Financial Group LLC8,000$139K0.0%+233.3%0.000%
11/9/2024 Landscape Capital Management L.L.C.170,285$2.95M0.3%+33.9%0.000%
11/8/2024 Cornerstone Advisors LLC1,001,404$17.37M0.7%+2.5%0.000%
11/8/2024 SMH Capital Advisors Inc.15,981$277K0.9%-5.9%0.000%
11/8/2024 Advisors Asset Management Inc.484,889$8.41M0.2%-4.3%0.000%
11/8/2024 PNC Financial Services Group Inc.91,845$1.59M0.0%+2.0%0.000%
11/7/2024 Caprock Group LLC20,282$352K0.0%N/A0.000%
11/7/2024 Aviance Capital Partners LLC98,712$1.71M0.2%+0.6%0.000%
11/6/2024 Oppenheimer & Co. Inc.31,995$555K0.0%-10.6%0.000%
11/5/2024 Harbour Investments Inc.63,416$1.10M0.0%+9.0%0.000%
11/5/2024 Apollon Wealth Management LLC420,835$7.30M0.2%+8.2%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV23,880$414K0.0%+11.1%0.000%
11/4/2024 Wolverine Asset Management LLC26,208$455K0.0%N/A0.000%
11/1/2024 Bensler LLC946,374$16.42M2.1%+1.3%0.000%
10/31/2024 Consolidated Planning Corp41,674$723K0.1%-6.5%0.000%
10/31/2024 Shaker 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%
10/29/2024 Conning Inc.50,086$869K0.0%+1.8%0.000%
10/28/2024 US Bancorp DE9,425$164K0.0%+317.2%0.000%
10/24/2024 Pointe Capital Management LLC145,897$2.53M1.5%-4.0%0.000%
10/23/2024 Canal 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%
10/22/2024 Litman Gregory Wealth Management LLC21,500$373K0.0%N/A0.000%
10/22/2024 Maryland Capital Advisors Inc.5,104$89K0.0%-17.0%0.000%
10/22/2024 Private Advisor Group LLC56,256$976K0.0%+18.2%0.000%
10/21/2024 Calton & 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%
10/16/2024 Good Life Advisors LLC22,284$387K0.0%+100.0%0.000%
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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%
10/8/2024 Dynamic Advisor Solutions LLC17,994$312K0.0%-3.6%0.000%
9/5/2024Sanctuary Advisors LLC188,273$2.97M0.0%N/A0.000%
8/22/2024 Cetera Investment Advisers542,346$9.13M0.0%+6.5%0.000%
8/21/2024 Truist Financial Corp235,434$3.97M0.0%-2.0%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.8,444$142K0.0%+44.0%0.000%
8/16/2024 NewEdge Advisors LLC60,315$1.02M0.0%+1.8%0.000%
8/15/2024 ELCO Management Co. LLC22,923$386K0.2%-3.0%0.000%
8/14/2024 Insigneo Advisory Services LLC16,863$265K0.0%N/A0.000%
8/14/2024 EverSource Wealth Advisors LLC18,568$312K0.0%+18.7%0.000%
8/14/2024 Fairscale Capital LLC3,393$59K0.0%N/A0.000%
8/12/2024 SMH Capital Advisors Inc.16,980$286K0.9%-7.9%0.000%
8/12/2024 Mercer Global Advisors Inc. ADV21,591$364K0.0%-7.2%0.000%
8/9/2024 Cornerstone Advisors LLC976,720$16.45M0.7%+96.6%0.000%
8/7/2024 Wedbush Securities Inc.41,432$698K0.0%-13.3%0.000%
8/7/2024 PFG Investments LLC27,515$463K0.0%+12.1%0.000%
8/7/2024 Ashton Thomas Private Wealth LLC5,627$95K0.0%N/A0.000%
8/6/2024 Strategic Financial Concepts LLC207,342$35K0.0%+1,545.6%0.000%
8/6/2024 Savant Capital LLC146,294$2.46M0.0%+1.8%0.000%
8/3/2024 Shaker Financial Services LLC143,153$2.41M1.0%-7.0%0.000%
8/2/2024 Consolidated Planning Corp44,575$751K0.1%-6.1%0.000%
8/2/2024Larson Financial Group LLC2,400$40K0.0%N/A0.000%
8/2/2024 Founders Financial Securities LLC25,995$438K0.0%N/A0.000%
7/31/2024 Semus 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%
7/29/2024 Strategies Wealth Advisors LLC23,862$402K0.1%-12.8%0.000%
7/29/2024 Fairman Group LLC33,051$557K0.6%N/A0.000%
7/29/2024 Arkadios Wealth Advisors10,000$168K0.0%N/A0.000%
7/26/2024 Conning Inc.49,194$828K0.0%+1.9%0.000%
7/26/2024 Harbour Investments Inc.58,162$979K0.0%+5.3%0.000%
7/26/2024 Bensler LLC934,383$15.74M2.1%+0.2%0.000%
7/26/2024 Cambridge 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%
7/20/2024 Apollon 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%
7/15/2024 Sapient Capital LLC12,076$203K0.0%N/A0.000%
7/11/2024 U.S. Capital Wealth Advisors LLC85,780$1.45M0.1%-22.5%0.000%
7/10/2024 CWM LLC1,600$27K0.0%-38.5%0.000%
6/11/2024 EverSource Wealth Advisors LLC15,648$243K0.0%+4.5%0.000%
5/24/2024Cetera Advisors LLC389,919$6.38M0.1%+5.5%0.000%
5/24/2024 Cetera Investment Advisers509,372$8.34M0.0%+3,229.9%0.000%
5/17/2024 Comerica Bank57,373$939K0.0%+4.9%0.000%
5/16/2024B. Riley Wealth Advisors Inc.140,459$2.30M0.1%+1.0%0.000%
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5/14/2024 Advisors Asset Management Inc.450,570$7.38M0.1%-9.4%0.000%
5/14/2024 Karpus Management Inc.90,568$1.48M0.0%+1.0%0.000%
5/13/2024 Rockport Wealth LLC153,019$2.51M0.9%N/A0.000%
5/10/2024 Cornerstone Advisors LLC496,747$8.13M0.3%+1,667.8%0.000%
5/8/2024 Semus Wealth Partners LLC15,010$246K0.2%-6.8%0.000%
5/7/2024 Stonebrook Private Inc.21,809$357K0.1%-6.2%0.000%
5/7/2024 Atomi Financial Group Inc.20,328$333K0.0%-5.4%0.000%
5/7/2024 Oppenheimer & Co. Inc.34,949$572K0.0%+9.9%0.000%
5/6/2024 ORG Partners LLC24,424$399K0.8%N/A0.000%
5/4/2024 9258 Wealth Management LLC42,904$702K0.1%+2.5%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, 164 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), International Assets Investment Management LLC ($45.35M), Wells Fargo & Company MN ($40.02M), Raymond James & Associates ($20.32M), Cornerstone Advisors LLC ($17.37M), and Bensler LLC ($16.42M).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), B. Riley Wealth Advisors Inc. ($255.57K), Strategic Financial Concepts LLC ($207.34K), and Sanctuary Advisors LLC ($188.27K).

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

Institutional investors have bought a total of 6,363,509 shares in the last 24 months. This purchase volume represents approximately $98.82M in transactions.

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

Of the 86 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), B. Riley Wealth Advisors Inc. ($207.16K), UBS Group AG ($186.81K), Shaker Financial Services LLC ($128.04K), PNC Financial Services Group Inc. ($92.92K), and Advisors Asset Management Inc. ($68.52K).

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

Institutional investors have sold a total of 2,097,954 shares in the last 24 months. This volume of shares sold represents approximately $30.99M in transactions.


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This page (NASDAQ:CSQ) was last updated on 11/20/2024 by MarketBeat.com Staff
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