CSQ CALAMOS STRATEGIC TOTAL RETURN FUND: institutional ownership and insider trading
235 funds reported holding $803M of CALAMOS STRATEGIC TOTAL RETURN FUND in their latest 13F filings; in Q2 2026 funds net bought $6.34M, with 16 new positions and 12 funds selling out; over the last 12 months insiders bought $0 and sold $0 on the open market.
Largest institutional holders of CSQ
- BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $100M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $88.4M
- UBS Group AG (UBS) — $81.0M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $62.6M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $48.4M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $44.5M
- Karpus Management, Inc. — $42.2M
- LPL Financial LLC — $25.7M
- Bensler, LLC — $23.7M
- McGowan Group Asset Management, Inc. — $16.2M
Recent CSQ insider trades
- Jan 30, 2025: Herman Thomas E bought 23,190 shares ($425K)
5%+ owners
- BlackRock Portfolio Management LLC: 36.4% (Schedule 13G, filed Sep 8, 2026)
- Equitable Holdings, Inc.: 19.9% (Schedule 13G, filed Sep 11, 2026)
- Apollo Management Holdings GP, LLC: 15.2% (Schedule 13G/A, filed Jul 28, 2026)
- The Lincoln National Life Insurance Company: 10.6% (Schedule 13G, filed Sep 8, 2026)