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.
Q1 2022 vs. Q4 2021
How the institutions holding Calamos Strategic Total Return Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 169 | 4 | 159 | −6 |
| Shares | 27.1M | 64.6K | 26.9M | −193.2K (−0.7%) |
| Value | $523.2M | $1.25M | $471.3M | −$50.6M (−9.7%) |
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 43,424 | $761.0K | 0.01% |
| San Luis Wealth Advisors LLC | 33,025 | $637.0K | 0.31% |
| Bank of Montreal | 32,359 | $577.0K | 0.00% |
| Cresset Asset Management, LLC | 20,042 | $351.0K | 0.00% |
| Money Concepts Capital Corp | 13,852 | $243.0K | 0.01% |
| GPS Wealth Strategies Group, LLC | 13,481 | $236.0K | 0.05% |
| Cerity Partners LLC | 12,092 | $212.0K | 0.00% |
| Avantax Advisory Services, Inc. | 10,482 | $184.0K | 0.00% |
| Sage Capital Advisors,llc | 10,018 | $169.0K | 0.07% |
| Plante Moran Financial Advisors, LLC | 9,366 | $164.0K | 0.03% |
| IFP Advisors, Inc | 8,840 | $111.0K | 0.00% |
| Commons Capital, LLC | 2,146 | $38.0K | 0.04% |
| Global Retirement Partners, LLC | 2,274 | $32.0K | 0.00% |
| AdvisorNet Financial, Inc | 1,100 | $19.0K | 0.00% |
| Capital Advisory Group Advisory Services, LLC | 628 | $11.0K | 0.01% |
| TCWP LLC | 550 | $9.00K | 0.00% |
| Bartlett & Co. LLC | 270 | $5.00K | 0.00% |
| Disciplined Investments, LLC | 309 | $5.00K | 0.00% |
| Bartlett & Co. Wealth Management LLC | 270 | $4.73K | 0.00% |
| Tower Research Capital LLC (TRC) | 83 | $1.00K | 0.00% |
Sold out (26)
Institutions that held Calamos Strategic Total Return Fund at the end of Q4 2021 and filed for Q1 2022 without it.
Not filed for Q1 2022 yet (4)
Institutions that held Calamos Strategic Total Return Fund at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Harbour Investments, Inc. | 45,966 | $887.0K |
| Mosaic Family Wealth, LLC | 17,178 | $331.0K |
| Carroll Financial Associates, Inc. | 733 | $14.0K |
| NEXT Financial Group, Inc | 750 | $14.0K |