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 2025 vs. Q4 2024
How the institutions holding Calamos Strategic Total Return Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 203 | 1 | 201 | −1 |
| Shares | 34.1M | 9.89K | 34.5M | +426.2K (+1.3%) |
| Value | $603.7M | $175.2K | $558.1M | −$45.4M (−7.5%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Polar Asset Management Partners Inc. | 122,330 | $1.98M | 0.07% |
| NWF Advisory Services Inc. | 40,134 | $649.4K | 0.09% |
| Readystate Asset Management LP | 36,545 | $591.3K | 0.03% |
| Susquehanna International Group, LLP | 23,869 | $386.2K | 0.00% |
| MGB Wealth Management, LLC | 19,040 | $322.6K | 0.12% |
| Legacy Wealth Management, LLC | 18,458 | $298.6K | 0.10% |
| WCG Wealth Advisors LLC | 17,006 | $275.2K | 0.02% |
| CI Private Wealth, LLC | 14,196 | $229.7K | 0.00% |
| Jane Street Group, LLC | 13,137 | $212.6K | 0.00% |
| Calton & Associates, Inc. | 12,122 | $196.1K | 0.04% |
| Beacon Pointe Advisors, LLC | 10,160 | $164.4K | 0.00% |
| Coldstream Capital Management Inc | 9,965 | $161.2K | 0.00% |
| N.E.W. Advisory Services LLC | 3,527 | $57.1K | 0.00% |
| Eastern Bank | 3,060 | $49.5K | 0.00% |
| Transce3nd, LLC | 707 | $11.4K | 0.01% |
| Beaird Harris Wealth Management, LLC | 325 | $5.26K | 0.00% |
| SRS Capital Advisors, Inc. | 184 | $2.98K | 0.00% |
| Tidemark, LLC | 17 | $275 | 0.00% |
| Golden State Wealth Management, LLC | 6 | $97 | 0.00% |
Sold out (20)
Institutions that held Calamos Strategic Total Return Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Essential Planning, LLC. | 51,415 | $916.0K |
| Landscape Capital Management, L.L.C. | 50,124 | $887.7K |
| Jmac Enterprises LLC | 36,928 | $654.0K |
| Cyndeo Wealth Partners, LLC | 20,818 | $368.7K |
| Old National Bancorp | 20,075 | $355.5K |
| Capital CS Group, LLC | 15,535 | $275.1K |
| Strategic Financial Concepts, LLC | 12,260 | $217.1K |
| Northern Trust Corp | 11,970 | $212.0K |
| Elequin Capital LP | 8,263 | $146.3K |
| Castleview Partners, LLC | 6,850 | $120.3K |
| Proequities, Inc. | 3,000 | $55.4K |
| Venturi Wealth Management, LLC | 2,578 | $45.7K |
| Van Hulzen Asset Management, LLC | 1,949 | $34.5K |
| Massmutual Trust Co FSB | 1,500 | $26.6K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 528 | $9.35K |
| Gould Capital, LLC | 500 | $8.86K |
| Financial Life Planners | 487 | $8.62K |
| Decker Retirement Planning Inc. | 223 | $3.95K |
| FMR LLC | 1 | $18 |
| BlackRock, Inc. | 1 | $12 |
Not filed for Q1 2025 yet (1)
Institutions that held Calamos Strategic Total Return Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Global Retirement Partners, LLC | 9,895 | $175.2K |