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 2025 vs. Q1 2025
How the institutions holding Calamos Strategic Total Return Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 201 | 3 | 202 | +4 |
| Shares | 34.5M | 28.0K | 35.3M | +877.3K (+2.5%) |
| Value | $558.1M | $453.4K | $644.5M | +$86.9M (+15.6%) |
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 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 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Colony Group, LLC | 44,660 | $814.6K | 0.00% |
| Kovack Advisors, Inc. | 30,825 | $562.2K | 0.06% |
| Summit Financial, LLC | 22,808 | $416.0K | 0.01% |
| Citadel Advisors LLC | 22,658 | $413.3K | 0.00% |
| Elequin Capital LP | 20,704 | $377.6K | 0.05% |
| Newbridge Financial Services Group, Inc. | 11,728 | $213.9K | 0.03% |
| Creative Planning | 10,250 | $187.0K | 0.00% |
| Global Retirement Partners, LLC | 6,873 | $125.4K | 0.00% |
| Trust Co of Vermont | 5,289 | $96.5K | 0.00% |
| GHP Investment Advisors, Inc. | 3,400 | $62.0K | 0.00% |
| Dunhill Financial, LLC | 2,428 | $44.3K | 0.01% |
| Evolution Wealth Management Inc. | 2,206 | $40.2K | 0.05% |
| Arlington Trust Co LLC | 2,128 | $38.8K | 0.01% |
| Princeton Global Asset Management LLC | 1,200 | $21.9K | 0.00% |
| First Pacific Financial | 1,100 | $20.1K | 0.00% |
| Armstrong Advisory Group, Inc | 805 | $14.7K | 0.00% |
| Russell Investments Group, Ltd. | 0 | $3 | 0.00% |
Sold out (13)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| National Asset Management, Inc. | 104,774 | $1.70M |
| Atomi Financial Group, Inc. | 34,070 | $551.2K |
| StoneX Group Inc. | 23,366 | $378.1K |
| MGB Wealth Management, LLC | 19,040 | $322.6K |
| Legacy Wealth Management, LLC | 18,458 | $298.6K |
| United Capital Financial Advisers, LLC | 10,662 | $172.5K |
| Coldstream Capital Management Inc | 9,965 | $161.2K |
| Maryland Capital Advisors Inc. | 2,536 | $41.0K |
| Continuum Advisory, LLC | 1,912 | $30.9K |
| Capital A Wealth Management, LLC | 1,280 | $20.7K |
| Quent Capital, LLC | 1,027 | $16.6K |
| Ameriflex Group, Inc. | 750 | $12.1K |
| Principal Securities, Inc. | 643 | $11.4K |
Not filed for Q2 2025 yet (3)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| CAPROCK Group, Inc. | 20,282 | $328.2K |
| Nova Wealth Management, Inc. | 5,893 | $95.3K |
| Lindbrook Capital, LLC | 1,848 | $29.9K |