Calamos Strategic Total Return Fund
CSQ- Exchange
- Nasdaq
- SEC CIK
- 0001275214
No open-market purchases or sales by Calamos Strategic Total Return Fund insiders were filed in the last 90 days; 223 institutions reported holding it in 13F filings for Q2 2026, worth $801.0M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Calamos Strategic Total Return Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 149 | 148 | −1 |
| Shares | 24.8M | 25.3M | +540.7K (+2.2%) |
| Value | $425.1M | $460.4M | +$35.3M (+8.3%) |
New holders (13)
Institutions that held Calamos Strategic Total Return Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 199,059 | $3.62M | 0.02% |
| Doliver Advisors, LP | 39,840 | $725.0K | 0.24% |
| Zuckerman Investment Group, LLC | 29,964 | $545.0K | 0.09% |
| Coldstream Capital Management Inc | 11,714 | $213.0K | 0.01% |
| Stock Yards Bank & Trust Co | 10,050 | $183.0K | 0.01% |
| Ford Financial Group, LLC | 4,000 | $72.0K | 0.03% |
| FNY Investment Advisers, LLC | 3,000 | $54.0K | 0.02% |
| Addison Advisors LLC | 1,341 | $24.0K | 0.02% |
| Zions Bancorporation, N.A. | 1,000 | $18.0K | 0.00% |
| Hoover Financial Advisors, Inc. | 518 | $9.00K | 0.00% |
| Capital Analysts, LLC | 250 | $5.00K | 0.00% |
| Brendel Financial Advisors LLC | 81 | $1.00K | 0.00% |
| Liberty Wealth Management LLC | 7 | $0 | 0.00% |
Sold out (14)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Centric Wealth Management | 31,223 | $538.0K |
| International Assets Investment Management, LLC | 20,939 | $345.0K |
| Bank of Montreal | 15,290 | $278.0K |
| Financial Advocates Investment Management | 12,366 | $213.0K |
| Koss-Olinger Consulting, LLC | 10,585 | $182.0K |
| United Capital Financial Advisers, LLC | 10,382 | $179.0K |
| Allred Capital Management, LLC | 6,653 | $114.6K |
| Wealthcare Advisory Partners LLC | 5,000 | $86.0K |
| Sowell Financial Services LLC | 3,163 | $57.0K |
| Eudaimonia Partners, LLC | 2,713 | $47.0K |
| Valeo Financial Advisors, LLC | 1,306 | $23.0K |
| FinTrust Capital Advisors, LLC | 333 | $6.00K |
| Sofos Investments, Inc. | 1,265 | $22 |
| FMR LLC | 2 | $0 |