Calamos Strategic Total Return Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 4.78 M | $92.28 M | 1.02% | 2.98% |
| MORGAN STANLEY | 11/14/2025 | 4.30 M | $82.96 M | 2.25% | 2.68% |
| UBS GROUP AG | 11/13/2025 | 3.95 M | $76.12 M | -0.20% | 2.46% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.19 M | $61.51 M | -3.06% | 1.99% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 2.21 M | $42.65 M | 53.74% | 1.38% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.02 M | $39.04 M | 1.18% | 1.26% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.99 M | $38.41 M | -0.21% | 1.24% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.12 M | $21.54 M | 3.51% | 0.70% |
| BENSLER, LLC | 11/03/2025 | 1.01 M | $19.44 M | 1.32% | 0.63% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 11/13/2025 | 792.49 K | $15.29 M | 1.24% | 0.49% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 761.38 K | $14.69 M | 11.10% | 0.47% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 623.91 K | $12.04 M | 3.22% | 0.39% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 525.24 K | $10.13 M | 2.46% | 0.33% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 520.71 K | $10.04 M | -1.78% | 0.32% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 497.01 K | $9.59 M | 25.90% | 0.31% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 431.30 K | $8.32 M | 2,564.47% | 0.27% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 407.70 K | $7.86 M | -0.54% | 0.25% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 392.79 K | $7.58 M | 5.42% | 0.24% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 381.24 K | $7.35 M | -0.41% | 0.24% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 375.96 K | $7.25 M | -13.47% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 285.95 K | $5.40 M | 1.94% | 0.18% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 281.39 K | $5.43 M | 5.81% | 0.18% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 278.91 K | $5.38 M | 4.22% | 0.17% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 227.98 K | $4.40 M | -0.48% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 210.12 K | $4.05 M | 11.05% | 0.13% |
| DAVENPORT & CO LLC | 10/15/2025 | 204.08 K | $3.94 M | -1.28% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 188.95 K | $3.65 M | -1.81% | 0.12% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 174.51 K | $3.37 M | -0.71% | 0.11% |
| 12/22/2025 | 156.77 K | $3.02 M | 100.00% | 0.10% | |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 152.67 K | $2.95 M | 175.92% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 149.97 K | $2.89 M | -2.34% | 0.09% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 138.19 K | $2.67 M | -0.79% | 0.09% |
| PENSIONMARK FINANCIAL GROUP, LLC | 10/15/2025 | 137.80 K | $2.66 M | 100.00% | 0.09% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 134.79 K | $2.60 M | -7.09% | 0.08% |
| SAVANT CAPITAL, LLC | 11/05/2025 | 134.74 K | $2.60 M | 0.00% | 0.08% |
| POINTE CAPITAL MANAGEMENT LLC | 11/24/2025 | 131.22 K | $2.53 M | 0.00% | 0.08% |
| PRAIRIE WEALTH ADVISORS, INC. | 11/14/2025 | 124.46 K | $2.40 M | 3.95% | 0.08% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 120.02 K | $2.32 M | -3.99% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 119.67 K | $2.31 M | 0.72% | 0.07% |
| FOUNDERS FINANCIAL SECURITIES LLC | 10/15/2025 | 118.73 K | $2.29 M | 6.67% | 0.07% |
| MARINER, LLC | 11/14/2025 | 103.76 K | $2.00 M | -2.14% | 0.06% |
| INVESCO LTD. | 11/13/2025 | 97.82 K | $1.89 M | -9.04% | 0.06% |
| MERIDIAN WEALTH ADVISORS, LLC | 11/12/2025 | 97.72 K | $1.89 M | 0.00% | 0.06% |
| AVIANCE CAPITAL PARTNERS, LLC | 10/29/2025 | 96.22 K | $1.86 M | -1.07% | 0.06% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 92.12 K | $1.78 M | 100.00% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 90.41 K | $1.74 M | 11.31% | 0.06% |
| CALAMOS WEALTH MANAGEMENT LLC | 10/20/2025 | 85.16 K | $1.64 M | 0.00% | 0.05% |
| CENTRAL TRUST CO | 11/06/2025 | 84.52 K | $1.63 M | 0.00% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 81.83 K | $1.58 M | -25.25% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 80.62 K | $1.56 M | -4.11% | 0.05% |
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Calamos Strategic Total Return Fund institutional Ownership - FAQ's
During the previous two years, 228 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were:
McGowan Group Asset Management, Inc.: 797,580
Stratos Wealth Partners, LTD.: 533,662
Apollon Wealth Management, LLC: 399,973
TRUIST FINANCIAL CORP: 285,899
WOLVERINE ASSET MANAGEMENT LLC: 158,973
CENTRAL TRUST Co: 60,015
23.32% of Calamos Strategic Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 38.11 M shares in the last 24 months. This purchase volume represents approximately $730.19 M in transactions.