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.
Q3 2023 vs. Q2 2023
How the institutions holding Calamos Strategic Total Return Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 160 | 168 | +8 |
| Shares | 29.6M | 30.0M | +400.8K (+1.4%) |
| Value | $437.1M | $422.6M | −$14.5M (−3.3%) |
New holders (22)
Institutions that held Calamos Strategic Total Return Fund at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (14)
Institutions that held Calamos Strategic Total Return Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Shaker Financial Services, LLC | 122,271 | $1.80M |
| San Luis Wealth Advisors LLC | 26,385 | $389.0K |
| ORG Partners LLC | 24,424 | $362.9K |
| Creative Planning | 23,629 | $348.5K |
| Arq Wealth Advisors, LLC | 21,343 | $314.8K |
| Laidlaw Wealth Management LLC | 13,710 | $202.2K |
| Level Four Advisory Services, LLC | 11,707 | $172.7K |
| Elequin Capital LP | 11,023 | $162.6K |
| Donald L. Hagan, LLC | 11,000 | $162.3K |
| Aire Advisors, LLC | 10,997 | $138.2K |
| Financial Perspectives, Inc | 3,620 | $53.4K |
| Tilia Fiduciary Partners, Inc. | 2,380 | $35.1K |
| WealthPLAN Partners, LLC | 639 | $9.43K |
| Richard W. Paul & Associates, LLC | 76 | $1.12K |