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/ | 02/17/2026 | 4.77 M | $91.65 M | -0.23% | 2.98% |
| MORGAN STANLEY | 02/13/2026 | 4.21 M | $80.86 M | -2.07% | 2.63% |
| UBS GROUP AG | 01/29/2026 | 3.93 M | $75.48 M | -0.38% | 2.45% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.06 M | $58.70 M | -4.13% | 1.91% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 2.09 M | $40.18 M | 5.12% | 1.31% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.03 M | $38.91 M | 0.14% | 1.26% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 1.71 M | $32.89 M | -22.53% | 1.07% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 1.35 M | $25.84 M | 781.49% | 0.84% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.21 M | $23.15 M | 7.97% | 0.75% |
| BENSLER, LLC | 02/04/2026 | 1.09 M | $20.87 M | 7.89% | 0.68% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 01/29/2026 | 797.58 K | $15.31 M | 0.64% | 0.50% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 754.79 K | $14.49 M | -0.87% | 0.47% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 676.02 K | $12.98 M | 29.83% | 0.42% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 670.23 K | $12.87 M | 7.42% | 0.42% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 580.09 K | $11.13 M | 34.50% | 0.36% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 533.66 K | $10.25 M | 1.60% | 0.33% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 494.24 K | $9.49 M | 504.02% | 0.31% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 399.97 K | $7.68 M | -1.89% | 0.25% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 393.04 K | $7.55 M | 3.10% | 0.25% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 370.58 K | $7.12 M | -1.43% | 0.23% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 325.87 K | $6.30 M | -34.43% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 300.40 K | $5.77 M | 5.05% | 0.19% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 299.16 K | $5.74 M | 7.26% | 0.19% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 285.90 K | $5.49 M | 1.60% | 0.18% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 223.95 K | $4.30 M | -1.77% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 211.93 K | $4.07 M | 0.86% | 0.13% |
| DAVENPORT & CO LLC | 01/12/2026 | 203.38 K | $3.90 M | -0.34% | 0.13% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 166.12 K | $3.19 M | -4.81% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 165.01 K | $3.17 M | -12.67% | 0.10% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 158.97 K | $3.05 M | 72.57% | 0.10% |
| 01/28/2026 | 156.89 K | $3.01 M | 0.08% | 0.10% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 151.83 K | $2.92 M | 1.24% | 0.09% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 151.21 K | $2.90 M | 100.00% | 0.09% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 146.39 K | $2.81 M | 6.23% | 0.09% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 135.42 K | $2.60 M | -2.01% | 0.08% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 135.34 K | $2.60 M | 0.45% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 133.79 K | $2.57 M | -0.74% | 0.08% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 119.09 K | $2.29 M | -0.78% | 0.07% |
| FOUNDERS FINANCIAL SECURITIES LLC | 02/10/2026 | 118.73 K | $2.28 M | 0.00% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 117.25 K | $2.25 M | -2.02% | 0.07% |
| POINTE CAPITAL MANAGEMENT LLC | 02/17/2026 | 112.84 K | $2.17 M | -14.01% | 0.07% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 98.63 K | $1.89 M | 2.51% | 0.06% |
| MERIDIAN WEALTH ADVISORS, LLC | 02/17/2026 | 97.72 K | $1.88 M | 0.00% | 0.06% |
| MARINER, LLC | 02/13/2026 | 97.27 K | $1.87 M | -6.26% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 96.07 K | $1.84 M | 6.27% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 91.62 K | $1.76 M | 13.64% | 0.06% |
| CALAMOS WEALTH MANAGEMENT LLC | 01/29/2026 | 85.16 K | $1.64 M | 0.00% | 0.05% |
| INVESCO LTD. | 02/19/2026 | 84.50 K | $1.62 M | -13.62% | 0.05% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 81.39 K | $1.56 M | 6.07% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 69.98 K | $1.34 M | 6.18% | 0.04% |
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Calamos Strategic Total Return Fund institutional Ownership - FAQ's
During the previous two years, 311 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were:
UBS Group AG: 3.91 M
Bensler, LLC: 1.11 M
Stratos Wealth Partners, LTD.: 525,788
TRUIST FINANCIAL CORP: 308,365
Apollon Wealth Management, LLC: 281,070
Janney Montgomery Scott LLC: 221,042
24.04% of Calamos Strategic Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 47.10 M shares in the last 24 months. This purchase volume represents approximately $856.74 M in transactions.