CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
$20.10
+0.65%
$3.2B
No data for this timeframe.
Vol
Market Cap$3.2B
Cap SizeMid Cap
Inst. Holders40 funds
Inst. Value$347.9M
Inst. Activity7 buys / 0 sells
Recent Activity
Inst.
WOLVERINE ASSET MANAGEMENT LLC — ADD
210,795 shares ($3.6M)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
147,036 shares ($2.5M)
Analyst Ratings
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 26, 2017 | Stifel | DOWNGRADE | Buy → Hold |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BANK OF AMERICA CORP | $83.2M | EXIT |
| MORGAN STANLEY | $74.7M | — |
| WELLS FARGO & COMPANY/MN | $52.4M | — |
| RAYMOND JAMES FINANCIAL INC | $36.4M | — |
| ROYAL BANK OF CANADA | $36.3M | — |
40 institutional holders with $347.9M total value (20,323,046 shares) as of 2026-Q1. Top holders: BANK, MORGAN, WELLS. Net buying activity: 7 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,857,535 | $83.2M | 23.9% | EXIT -100.0% |
| 2 | MORGAN STANLEY | 4,366,213 | $74.7M | 21.5% | — |
| 3 | WELLS FARGO & COMPANY/MN | 3,062,741 | $52.4M | 15.1% | — |
| 4 | RAYMOND JAMES FINANCIAL INC | 2,126,140 | $36.4M | 10.5% | — |
| 5 | ROYAL BANK OF CANADA | 2,118,216 | $36.3M | 10.4% | — |
| 6 | Rockefeller Capital Management L.P. | 710,177 | $12.2M | 3.5% | ADD +43.2% |
| 7 | &PARTNERS | 555,192 | $9.5M | 2.7% | ADD +34.5% |
| 8 | STIFEL FINANCIAL CORP | 388,535 | $6.7M | 1.9% | ADD +36.7% |
| 9 | GUGGENHEIM CAPITAL LLC | 324,545 | $5.6M | 1.6% | — |
| 10 | AMERIPRISE FINANCIAL INC | 286,761 | $4.9M | 1.4% | — |
| 11 | WOLVERINE ASSET MANAGEMENT LLC | 210,795 | $3.6M | 1.0% | ADD +32.6% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 159,344 | $2.7M | 0.8% | — |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 147,036 | $2.5M | 0.7% | ADD +60.5% |
| 14 | CAPTRUST FINANCIAL ADVISORS | 137,573 | $2.4M | 0.7% | ADD +43.2% |
| 15 | HighTower Advisors, LLC | 120,091 | $2.1M | 0.6% | — |
| 16 | Mariner, LLC | 107,050 | $1.8M | 0.5% | — |
| 17 | Invesco Ltd. | 76,644 | $1.3M | 0.4% | ADD +29.5% |
| 18 | FIFTH THIRD BANCORP | 66,275 | $1.1M | 0.3% | — |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 63,285 | $1.1M | 0.3% | ADD +71.6% |
| 20 | M&T BANK CORP | 45,695 | $782.3K | 0.2% | DOUBLED +37050.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 158,973 | 210,795 | +32.6% | $3.6M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 91,619 | 147,036 | +60.5% | $2.5M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 96,071 | 137,573 | +43.2% | $2.4M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 123 | 45,695 | +37050.4% | $782.3K | 2026-Q1 |
| Beacon Pointe Advisors, LLC | DOUBLED | 16,817 | 34,993 | +108.1% | $599.1K | 2026-Q1 |
| Aptus Capital Advisors, LLC | ADD | 22,958 | 34,552 | +50.5% | $591.5K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 642 | 1,683 | +162.1% | $28.8K | 2026-Q1 |
| &PARTNERS | ADD | 431,298 | 580,094 | +34.5% | $11.1M | 2025-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 92,123 | 158,973 | +72.6% | $3.1M | 2025-Q4 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 32,155 | 55,175 | +71.6% | $1.1M | 2025-Q4 |
| Vestmark Advisory Solutions, Inc. | ADD | 11,000 | 18,605 | +69.1% | $357.2K | 2025-Q4 |
| Cresset Asset Management, LLC | TRIM | 20,838 | 15,000 | -28.0% | $289.8K | 2025-Q4 |
| ASSETMARK, INC | TRIM | 1,021 | 642 | -37.1% | $12.3K | 2025-Q4 |
| M&T BANK CORP | NEAR_EXIT | 45,695 | 123 | -99.7% | $3.7K | 2025-Q4 |
| &PARTNERS | DOUBLED | 16,187 | 431,298 | +2564.5% | $8.3M | 2025-Q3 |
| CITADEL ADVISORS LLC | ADD | 22,658 | 45,208 | +99.5% | $872.1K | 2025-Q3 |
| Cresset Asset Management, LLC | TRIM | 20,743 | 15,000 | -27.7% | $289.4K | 2025-Q3 |
| Rockefeller Capital Management L.P. | ADD | 422,126 | 604,464 | +43.2% | $11.0M | 2025-Q2 |
| STIFEL FINANCIAL CORP | ADD | 280,059 | 382,804 | +36.7% | $7.0M | 2025-Q2 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 63,808 | 84,075 | +31.8% | $1.5M | 2025-Q2 |
| EP Wealth Advisors, LLC | TRIM | 31,517 | 19,148 | -39.2% | $349.3K | 2025-Q2 |
| Cresset Asset Management, LLC | TRIM | 21,037 | 15,000 | -28.7% | $273.6K | 2025-Q2 |
| ASSETMARK, INC | DOUBLED | 175 | 991 | +466.3% | $18.1K | 2025-Q2 |
| CWM, LLC | DOUBLED | 2,280 | 7,909 | +246.9% | $144.00 | 2025-Q2 |
| Invesco Ltd. | ADD | 76,669 | 99,309 | +29.5% | $1.6M | 2025-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 26, 2017 | Stifel | DOWNGRADE | Buy | Hold |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.