Calamos Strategic Total Return Fund

CSQ

Exchange: Nasdaq
SEC CIK: 0001275214

SEC filings (opens in a new tab)

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 2022 vs. Q3 2022

How the institutions holding Calamos Strategic Total Return Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of CSQ: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	157	3	164	+10
Shares	28.6M	10.3K	29.1M	+478.3K (+1.7%)
Value	$357.6M	$129.0K	$389.2M	+$31.7M (+8.9%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Calamos Strategic Total Return Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to CSQ in Q4 2022
Institution	Shares	Value	% of portfolio
Palogic Value Management, L.P.	59,000	$791.8K	0.41%
EverSource Wealth Advisors, LLC	36,904	$495.3K	0.07%
Axxcess Wealth Management, LLC	24,753	$332.2K	0.03%
Cyndeo Wealth Partners, LLC	21,921	$294.2K	0.03%
Arq Wealth Advisors, LLC	19,853	$266.4K	0.17%
Mosaic Family Wealth Partners, LLC	17,903	$240.3K	0.07%
Semus Wealth Partners LLC	17,165	$230.4K	0.28%
Ignite Planners, LLC	12,309	$175.8K	0.07%
JPMorgan Chase & Co	12,915	$173.0K	0.00%
Ameritas Advisory Services, LLC	12,382	$166.2K	0.01%
Money Concepts Capital Corp	12,289	$164.9K	0.01%
Jefferies Financial Group Inc.	11,760	$157.8K	0.00%
Cerity Partners LLC	11,586	$155.5K	0.00%
Private Wealth Group, LLC	11,404	$153.0K	0.22%
M&T Bank Corp	11,027	$148.0K	0.00%
HBK Sorce Advisory LLC	10,114	$136.0K	0.00%
Cary Street Partner Investment Advisory LLC	4,652	$62.4K	0.00%
Accurate Wealth Management, LLC	3,600	$48.9K	0.02%
Belpointe Asset Management LLC	2,912	$39.1K	0.00%
Fortis Capital Advisors, LLC	2,481	$33.3K	0.02%
Farmers & Merchants Investments Inc	2,072	$27.8K	0.00%
PrairieView Partners, LLC	1,823	$24.0K	0.00%
Elequin Capital LP	965	$12.9K	0.00%
South State Corp.	312	$4.19K	0.00%
Independence Bank of Kentucky	171	$2.00K	0.00%
Richard W. Paul & Associates, LLC	76	$1.02K	0.00%

Sold out (16)

Institutions that held Calamos Strategic Total Return Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of CSQ in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Wealthsource Partners, LLC	63,639	$795.0K
Invesco Ltd.	26,116	$326.0K
Simmons Bank	13,377	$167.0K
SeaCrest Wealth Management, LLC	11,533	$144.0K
Chicago Partners Investment Group LLC	10,000	$136.0K
Two Sigma Securities, LLC	10,754	$134.0K
Baird Financial Group, Inc.	10,175	$127.0K
Householder Group Estate & Retirement Specialist, LLC	7,614	$95.0K
Plante Moran Financial Advisors, LLC	5,425	$68.0K
Investors Asset Management of Georgia Inc	3,270	$41.0K
Carmichael Hill & Associates, Inc.	2,745	$34.0K
Castle Wealth Management LLC	1,500	$19.0K
Valley National Advisers Inc	825	$10.0K
JJJ Advisors Inc.	237	$3.00K
Country Trust Bank	196	$2.00K
FMR LLC	2	$0

Not filed for Q4 2022 yet (3)

Institutions that held Calamos Strategic Total Return Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSQ in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
American Portfolios Advisors	6,879	$86.0K
FourThought Financial, LLC	1,734	$22.0K
Pacific Center for Financial Services	1,692	$21.0K