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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.

Q4 2021 vs. Q3 2021

How the institutions holding Calamos Strategic Total Return Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of CSQ: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1442169+27
Shares25.9M61.5K27.1M+1.25M (+4.8%)
Value$459.6M$1.09M$523.2M+$64.6M (+14.1%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Calamos Strategic Total Return Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to CSQ in Q4 2021
InstitutionSharesValue% of portfolio
Bensler, LLC709,236$13.7M3.81%
Apollon Wealth Management, LLC271,035$5.23M0.42%
Financial Planners of Cleveland, Inc.83,487$1.56M0.63%
Scarborough Advisors, LLC55,947$1.08M0.37%
GWM Advisors LLC48,394$934.0K0.01%
Laidlaw Wealth Management LLC38,262$738.0K0.12%
Kellett Schaffner Wealth Advisors LLC37,429$722.0K0.55%
Jmac Enterprises LLC36,919$654.0K0.15%
55I, LLC29,507$569.0K0.01%
ELCO Management Co., LLC24,000$463.0K0.33%
Silverlake Wealth Management LLC17,020$328.3K0.18%
Wealthsource Partners, LLC16,519$319.0K0.03%
J.W. Cole Advisors, Inc.16,458$317.0K0.02%
Shaker Financial Services, LLC16,011$309.0K0.11%
Western Wealth Management, LLC16,088$309.0K0.03%
Susquehanna International Group, LLP12,221$235.0K0.00%
Lindbrook Capital, LLC7,499$145.0K0.02%
Gould Capital, LLC6,366$123.0K0.09%
Confluence Wealth Services, Inc.5,410$104.0K0.03%
CoreCap Advisors, LLC4,850$94.0K0.01%
Ford Financial Group, LLC4,000$77.0K0.03%
Stephenson National Bank & Trust3,900$75.0K0.04%
Tilia Fiduciary Partners, Inc.2,730$53.0K0.04%
Ahrens Investment Partners LLC2,514$48.0K0.02%
Massmutual Trust Co FSB2,324$45.0K0.00%
CWM, LLC1,660$32.0K0.00%
Amplius Wealth Advisors, LLC1,250$24.0K0.00%
Future Financial Wealth Managment LLC1,100$21.0K0.02%
Clearstead Advisors, LLC850$16.0K0.00%
Horan Securities, Inc.632$12.0K0.01%
Rather & Kittrell, Inc.500$9.00K0.01%
Paragon Capital Management Ltd266$5.00K0.00%
Widmann Financial Services, Inc.299$5.00K0.00%
City State Bank200$4.00K0.00%
First Personal Financial Services42$1.00K0.00%
FMR LLC1$00.00%
Chilton Capital Management LLC8$00.00%
Comprehensive Financial Consultants Institutional, Inc.3$00.00%

Sold out (11)

Institutions that held Calamos Strategic Total Return Fund at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of CSQ in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Zuckerman Investment Group, LLC29,964$531.0K
San Luis Wealth Advisors LLC16,500$292.0K
Lido Advisors, LLC12,778$226.0K
Transcend Wealth Collective, LLC10,705$201.0K
Atlas Private Wealth Advisors1,897$34.0K
Capital Advisory Group Advisory Services, LLC628$11.0K
Liberty Wealth Management LLC405$7.00K
Bartlett & Co. LLC270$5.00K
Bartlett & Co. Wealth Management LLC270$4.78K
Tower Research Capital LLC (TRC)184$3.00K
Gerber Kawasaki Wealth & Investment Management153$2.00K

Not filed for Q4 2021 yet (2)

Institutions that held Calamos Strategic Total Return Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSQ in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Mid Atlantic Financial Management Inc50,105$888.0K
Ameritas Investment Company, LLC11,430$203.0K