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.

Q2 2024 vs. Q1 2024

How the institutions holding Calamos Strategic Total Return Fund changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of CSQ: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Q2 2024	Change
Holders	177	189	+12
Shares	31.4M	32.5M	+1.14M (+3.6%)
Value	$513.6M	$544.3M	+$30.6M (+6.0%)

New holders (25)

Institutions that held Calamos Strategic Total Return Fund at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to CSQ in Q2 2024
Institution	Shares	Value	% of portfolio
Sanctuary Advisors, LLC	188,273	$2.97M	0.02%
Clearstead Advisors, LLC	173,534	$2.92M	0.05%
Relative Value Partners Group, LLC	79,700	$1.34M	0.17%
Fairman Group, LLC	33,051	$556.6K	0.57%
Pathstone Holdings, LLC	30,885	$520.1K	0.00%
Founders Financial Securities LLC	25,995	$437.8K	0.04%
San Luis Wealth Advisors LLC	24,008	$404.0K	0.10%
Insigneo Advisory Services, LLC	16,863	$264.9K	0.03%
Wealthcare Advisory Partners LLC	12,200	$205.4K	0.01%
Sapient Capital LLC	12,076	$203.4K	0.00%
United Capital Financial Advisers, LLC	11,045	$186.0K	0.00%
Coldstream Capital Management Inc	10,431	$175.7K	0.00%
Arkadios Wealth Advisors	10,000	$168.4K	0.01%
Norris Financial Group, LLC	10,000	$168.4K	0.09%
Castleview Partners, LLC	6,850	$115.4K	0.07%
Maryland Capital Advisors Inc.	6,150	$103.6K	0.06%
Ashton Thomas Private Wealth, LLC	5,627	$94.8K	0.01%
Fairscale Capital, LLC	3,393	$58.8K	0.05%
Larson Financial Group LLC	2,400	$40.4K	0.00%
Beaird Harris Wealth Management, LLC	625	$10.5K	0.00%
Gradient Investments LLC	350	$5.89K	0.00%
Mattson Financial Services, LLC	350	$5.89K	0.00%
Investors Research Corp	325	$5.47K	0.00%
Abich Financial Wealth Management LLC	251	$4.23K	0.00%
Great Lakes Retirement, Inc.	2	$35	0.00%

Sold out (13)

Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of CSQ in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Zuckerman Investment Group, LLC	28,000	$458.4K
Stonebrook Private Inc.	21,809	$357.0K
Citadel Advisors LLC	14,593	$238.9K
Flow State Investments, L.P.	14,560	$238.3K
Avantax Advisory Services, Inc.	10,664	$174.6K
Founders Financial Alliance, LLC	10,089	$165.2K
CoreCap Advisors, LLC	8,200	$134.2K
First Manhattan Co	3,100	$50.7K
Future Financial Wealth Managment LLC	1,100	$18.0K
Winch Advisory Services, LLC	423	$6.93K
Tower Research Capital LLC (TRC)	364	$5.96K
Planning Capital Management Corp	75	$1.23K
Valley National Advisers Inc	79	$1.00K