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 2022 vs. Q1 2022
How the institutions holding Calamos Strategic Total Return Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 159 | 1 | 153 | −5 |
| Shares | 26.9M | 15.0K | 27.9M | +1.07M (+4.0%) |
| Value | $471.3M | $263.0K | $366.2M | −$104.8M (−22.3%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Calamos Strategic Total Return Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| First Republic Investment Management, Inc. | 317,209 | $4.16M | 0.01% |
| Advisors Asset Management, Inc. | 302,288 | $3.96M | 0.07% |
| Karpus Management, Inc. | 274,893 | $3.60M | 0.12% |
| Harbour Investments, Inc. | 49,439 | $648.0K | 0.04% |
| Wolverine Asset Management LLC | 39,658 | $519.0K | 0.01% |
| Arete Wealth Advisors, LLC | 34,289 | $450.0K | 0.05% |
| Landscape Capital Management, L.L.C. | 34,271 | $449.0K | 0.06% |
| Simmons Bank | 13,377 | $175.0K | 0.02% |
| Private Trust Co NA | 10,507 | $138.0K | 0.02% |
| M&T Bank Corp | 11,027 | $131.0K | 0.00% |
| CoreCap Advisors, LLC | 6,350 | $83.0K | 0.01% |
| Venture Visionary Partners LLC | 5,788 | $75.9K | 0.01% |
| Umb Bank N A | 5,000 | $66.0K | 0.00% |
| Investors Asset Management of Georgia Inc | 3,270 | $43.0K | 0.02% |
| Westside Investment Management, Inc. | 3,234 | $42.0K | 0.00% |
| JPMorgan Chase & Co | 425 | $6.00K | 0.00% |
| Chilton Capital Management LLC | 8 | $0 | 0.00% |
Sold out (22)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 43,424 | $761.0K |
| San Luis Wealth Advisors LLC | 33,025 | $637.0K |
| 55I, LLC | 33,310 | $584.0K |
| XML Financial, LLC | 26,597 | $466.0K |
| ProVise Management Group, LLC | 15,000 | $263.0K |
| Money Concepts Capital Corp | 13,852 | $243.0K |
| Laurel Wealth Advisors, Inc. | 13,677 | $240.0K |
| Cerity Partners LLC | 12,092 | $212.0K |
| Koshinski Asset Management, Inc. | 9,226 | $161.7K |
| Spire Wealth Management | 7,453 | $131.0K |
| Sargent Bickham Lagudis LLC | 5,380 | $94.0K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,200 | $56.0K |
| Asset Dedication, LLC | 2,400 | $42.0K |
| Commons Capital, LLC | 2,146 | $38.0K |
| Deutsche Bank AG | 2,064 | $36.0K |
| Addison Advisors LLC | 1,341 | $24.0K |
| Future Financial Wealth Managment LLC | 1,100 | $19.0K |
| Horan Securities, Inc. | 643 | $11.0K |
| Capital Advisory Group Advisory Services, LLC | 628 | $11.0K |
| TCWP LLC | 550 | $9.00K |
| FMR LLC | 252 | $4.00K |
| Tower Research Capital LLC (TRC) | 83 | $1.00K |
Not filed for Q2 2022 yet (1)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Meristem Family Wealth, LLC | 15,000 | $263.0K |