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Calamos Strategic Total Return Fund (CSQ) Institutional Ownership

Calamos Strategic Total Return Fund logo
$17.98 -0.31 (-1.69%)
Closing price 02/21/2025 04:00 PM Eastern
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$18.09 +0.11 (+0.61%)
As of 02/21/2025 04:22 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)
94
Total
Institutional Inflows
(last 12 months)
$151.16M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$20.59M
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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
2/18/2025 Elequin Capital LP8,263$146K0.0%N/A0.000%
2/17/2025 Waverly Advisors LLC44,721$792K0.0%N/A0.000%
2/17/2025 Snowden Capital Advisors LLC34,706$618K0.0%+2.0%0.000%
2/17/2025 Royal Bank of Canada1,779,463$31.52M0.0%+0.3%0.000%
2/17/2025 McGowan Group Asset Management Inc.753,506$13.35M1.8%+1.7%0.000%
2/17/2025 Guardian Wealth Advisors LLC NC23,324$413K0.0%N/A0.000%
2/17/2025 EP Wealth Advisors LLC30,345$537K0.0%+3.6%0.000%
2/17/2025 Cresset Asset Management LLC21,523$382K0.0%-40.9%0.000%
2/17/2025 Cetera Investment Advisers675,484$11.96M0.0%+22.3%0.000%
2/17/2025 Baird Financial Group Inc.36,267$642K0.0%-2.1%0.000%
2/17/2025 Bank of America Corp DE4,737,108$83.89M0.0%-1.4%0.000%
2/17/2025 Ameriprise Financial Inc.247,451$4.38M0.0%-2.9%0.000%
2/17/2025 Aptus Capital Advisors LLC25,248$447K0.0%N/A0.000%
2/14/2025 Mercer Global Advisors Inc. ADV17,721$314K0.0%-17.9%0.000%
2/14/2025 Northern Trust Corp11,970$212K0.0%N/A0.000%
2/14/2025 Canal Capital Management LLC18,515$328K0.1%-22.9%0.000%
2/14/2025 Stifel Financial Corp281,872$4.99M0.0%+12.7%0.000%
2/14/2025 Shaker Financial Services LLC360,621$6.42M2.5%+7.1%0.000%
2/13/2025 Insigneo Advisory Services LLC13,174$233K0.0%-21.9%0.000%
2/13/2025 Guggenheim Capital LLC390,663$6.92M0.1%+1.2%0.000%
2/13/2025 Mariner LLC100,471$1.78M0.0%+1.4%0.000%
2/13/2025 Rockefeller Capital Management L.P.365,917$6.48M0.0%+1.0%0.000%
2/13/2025 Raymond James Financial Inc.2,134,791$37.81M0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC29,090$515K0.0%-3.6%0.000%
2/13/2025 Invesco Ltd.76,669$1.36M0.0%+14.3%0.000%
2/13/2025 Envestnet Asset Management Inc.44,670$791K0.0%+35.0%0.000%
2/13/2025 Wedbush Securities Inc.23,740$420K0.0%-39.4%0.000%
2/13/2025 Wells Fargo & Company MN3,147,864$55.75M0.0%+5.2%0.000%
2/12/2025 Landscape Capital Management L.L.C.50,124$888K0.1%-70.6%0.000%
2/12/2025 Uniting Wealth Partners LLC28,606$507K0.2%N/A0.000%
2/12/2025 Arete Wealth Advisors LLC35,766$633K0.0%-7.0%0.000%
2/12/2025 Lokken Investment Group LLC12,771$226K0.1%-4.8%0.000%
2/12/2025 StoneX Group Inc.22,680$402K0.0%N/A0.000%
2/12/2025 Palogic Value Management L.P.38,800$687K0.3%-3.0%0.000%
2/12/2025 Bay Capital Advisors LLC25,150$445K0.4%N/A0.000%
2/11/2025 Modern Wealth Management LLC18,768$343K0.0%N/A0.000%
2/11/2025 LPL Financial LLC911,027$16.13M0.0%+2.6%0.000%
2/11/2025 Palogic Value Management L.P.38,800$687K0.3%-3.0%0.000%
2/10/2025 Advisors Asset Management Inc.498,330$8.83M0.2%+2.8%0.000%
2/10/2025 Harbour Investments Inc.60,153$1.07M0.0%-5.1%0.000%
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2/10/2025 Commonwealth Equity Services LLC181,514$3.22M0.0%-2.0%0.000%
2/10/2025 Essential Planning LLC.51,415$916K0.0%N/A0.000%
2/7/2025 Sequoia Financial Advisors LLC17,246$305K0.0%N/A0.000%
2/7/2025 HighTower Advisors LLC135,959$2.41M0.0%+2.3%0.000%
2/7/2025 Founders Financial Alliance LLC13,719$243K0.1%+8.9%0.000%
2/7/2025 Cornerstone Advisors LLC1,148,174$20.33M0.8%+14.7%0.000%
2/7/2025 PNC Financial Services Group Inc.92,710$1.64M0.0%+0.9%0.000%
2/7/2025 Aviance Capital Partners LLC97,937$1.73M0.2%-0.8%0.000%
2/6/2025 Raymond James Financial Inc.2,134,791$37.81M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC137,699$2.44M0.0%+12.5%0.000%
2/5/2025 Private Trust Co. NA10,185$180K0.0%-18.7%0.000%
2/5/2025 Oppenheimer & Co. Inc.33,992$602K0.0%+6.2%0.000%
2/5/2025 Pointe Capital Management LLC147,722$2.62M1.5%+1.3%0.000%
2/3/2025 Compass Planning Associates Inc17,898$317K0.3%N/A0.000%
2/3/2025 Private Advisor Group LLC65,622$1.16M0.0%+16.6%0.000%
2/3/2025 Good Life Advisors LLC11,142$197K0.0%-50.0%0.000%
1/31/2025 Atria Wealth Solutions Inc.77,084$1.37M0.0%+154.3%0.000%
1/31/2025 D.A. Davidson & CO.24,195$428K0.0%-3.7%0.000%
1/31/2025 Truist Financial Corp254,327$4.50M0.0%-0.8%0.000%
1/31/2025 Sanctuary Advisors LLC190,357$3.49M0.0%+3.7%0.000%
1/30/2025 Allworth Financial LP6,150$113K0.0%-14.9%0.000%
1/30/2025 Maryland Capital Advisors Inc.2,536$45K0.0%-50.3%0.000%
1/29/2025 Consolidated Planning Corp21,238$376K0.1%-49.0%0.000%
1/28/2025 Apollon Wealth Management LLC423,861$7.51M0.2%+0.7%0.000%
1/28/2025 Mezzasalma Advisors LLC26,813$475K0.2%N/A0.000%
1/28/2025 Prairie Wealth Advisors Inc.110,685$1.97M0.9%+3.7%0.000%
1/28/2025 Strategic Financial Concepts LLC217,125$3.85M0.0%+1,679.7%0.000%
1/27/2025 Confluence Wealth Services Inc.10,333$191K0.0%N/A0.000%
1/27/2025 Stratos Investment Management LLC10,886$193K0.0%N/A0.000%
1/27/2025 Stratos Wealth Partners LTD.457,678$8.11M0.1%+6.8%0.000%
1/24/2025 CENTRAL TRUST Co90,865$1.61M0.0%-11.6%0.000%
1/24/2025 DAVENPORT & Co LLC226,184$4.01M0.0%+8.5%0.000%
1/24/2025 Litman Gregory Wealth Management LLC22,500$398K0.0%+4.7%0.000%
1/22/2025 Bensler LLC964,340$17.08M2.0%+1.9%0.000%
1/22/2025 PFG Investments LLC32,805$581K0.0%+19.9%0.000%
1/21/2025 Dynamic Advisor Solutions LLC16,754$297K0.0%-6.9%0.000%
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%
12/26/2024 JPMorgan 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%
11/25/2024 Sanctuary Advisors LLC183,616$3.31M0.0%-2.5%0.000%
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%
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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%
11/12/2024 Larson 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%
(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, 184 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), Raymond James Financial Inc. ($37.81M), Royal Bank of Canada ($31.52M), Cornerstone Advisors LLC ($20.33M), and Raymond James & Associates ($20.32M).Learn more on CSQ's institutional investors.

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

Of the 140 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: Raymond James Financial Inc. ($4.27M), Cornerstone Advisors LLC ($1.15M), Cetera Investment Advisers ($650.33K), Shaker Financial Services LLC ($548.49K), International Assets Investment Management LLC ($504.27K), 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 11,367,537 shares in the last 24 months. This purchase volume represents approximately $189.92M in transactions.

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

Of the 92 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. ($294.03K), Raymond James & Associates ($282.85K), International Assets Investment Management LLC ($261.35K), B. Riley Wealth Advisors Inc. ($216.79K), UBS Group AG ($140.62K), Shaker Financial Services LLC ($128.04K), and Landscape Capital Management L.L.C. ($120.16K).

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

Institutional investors have sold a total of 2,522,724 shares in the last 24 months. This volume of shares sold represents approximately $39.77M in transactions.


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This page (NASDAQ:CSQ) was last updated on 2/22/2025 by MarketBeat.com Staff
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