Calamos Strategic Total Return Fund
CSQ · NASDAQ
$19.75−$0.12 (−0.60%)TodayMarket closed ·
Prev close $19.87
Who owns CSQ
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 45.9% of CSQ’s shares.
- Merrill Lynch Pierce, Fenner & Smith, Inc.15.9%
- Charles Schwab Investment Management, Inc.8.6%
- National Financial Services, LLC8.0%
- BofA Global Research (US)3.0%
- Next 6 largest institutions10.5%
- All other shareholders54.1%
| Holder | Shares | % of shares |
|---|---|---|
| Merrill Lynch Pierce, Fenner & Smith, Inc. | 25.48M | 15.89% |
| Charles Schwab Investment Management, Inc. | 13.78M | 8.59% |
| National Financial Services, LLC | 12.82M | 7.99% |
| BofA Global Research (US) | 4.83M | 3.01% |
| Morgan Stanley Smith Barney LLC | 4.27M | 2.66% |
| UBS Financial Services, Inc. | 3.94M | 2.45% |
| Wells Fargo Advisors | 3.05M | 1.90% |
| RBC Capital Markets Wealth Management | 2.16M | 1.35% |
| Karpus Investment Management | 2.05M | 1.28% |
| Raymond James & Associates, Inc. | 1.31M | 0.82% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Thornburg Strategic Income Fund | 510.00K | 0.32% |
| Thornburg Limited Term Income Fund | 370.00K | 0.23% |
| RiverNorth Opportunities Fund, Inc. | 315.87K | 0.20% |
| Thornburg Income Builder Opportunities Trust | 106.00K | 0.07% |
| RiverNorth Active Income ETF | 35.88K | 0.02% |
Insider trades
Form 4 filings by officers, directors and large holders
Insiders made no open-market buys or sales of CSQ in the last 6 months.
| Insider | Type | Shares | Value |
|---|---|---|---|
| MetLife Investment Management, LLC | Other | 600.00K | $15.00M |
Short interest
Settled Sep 30, 2026
- Shares short
- 97.79K
- Days to cover
- 1.00
- % of shares outstanding
- 0.06%
- Average daily volume
- 205.38K
- Change since last report
- −9.1%
Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.