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/ | 08/14/2026 | 4.87 M | $100.03 M | 0.16% | 3.03% |
| MORGAN STANLEY | 08/13/2026 | 4.30 M | $88.38 M | -1.55% | 2.68% |
| UBS GROUP AG | 08/13/2026 | 3.94 M | $80.95 M | 0.74% | 2.46% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.05 M | $62.61 M | -0.58% | 1.90% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 2.36 M | $48.45 M | 10.83% | 1.47% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.16 M | $44.47 M | 2.11% | 1.35% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 2.05 M | $42.19 M | 5.53% | 1.28% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.25 M | $25.67 M | 2.00% | 0.78% |
| BENSLER, LLC | 07/23/2026 | 1.15 M | $23.70 M | 3.42% | 0.72% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 08/12/2026 | 787.26 K | $16.19 M | -0.94% | 0.49% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 772.01 K | $15.87 M | -1.36% | 0.48% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 748.41 K | $15.39 M | 5.38% | 0.47% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 699.53 K | $14.38 M | 7.77% | 0.44% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 635.47 K | $13.07 M | 46.88% | 0.40% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 527.62 K | $10.85 M | 0.35% | 0.33% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 501.57 K | $10.23 M | -9.66% | 0.31% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 412.71 K | $8.49 M | 6.22% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 369.25 K | $7.59 M | 11.77% | 0.23% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 351.53 K | $7.23 M | 103.83% | 0.22% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 338.00 K | $6.95 M | 4.15% | 0.21% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 315.63 K | $6.49 M | 2.36% | 0.20% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 301.48 K | $6.20 M | 5.13% | 0.19% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 274.89 K | $5.65 M | -2.20% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 237.21 K | $4.88 M | 7.31% | 0.15% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 226.61 K | $4.66 M | -1.41% | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 225.35 K | $4.63 M | 6.91% | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 195.51 K | $4.02 M | 32.96% | 0.12% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 170.26 K | $2.91 M | -0.99% | 0.11% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 166.34 K | $3.42 M | -0.15% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 164.16 K | $3.38 M | -1.17% | 0.10% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 163.70 K | $3.37 M | -73.28% | 0.10% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 162.34 K | $3.34 M | 0.66% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 159.93 K | $3.29 M | 0.37% | 0.10% |
| DAVENPORT & CO LLC | 07/13/2026 | 147.50 K | $3.03 M | -11.80% | 0.09% |
| SAVANT CAPITAL, LLC | 08/10/2026 | 136.79 K | $2.81 M | 1.07% | 0.09% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 133.57 K | $2.75 M | -1.97% | 0.08% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 125.61 K | $2.58 M | 100.00% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 121.58 K | $2.50 M | 1.24% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 121.06 K | $2.49 M | -1.94% | 0.08% |
| FOUNDERS FINANCIAL SECURITIES LLC | 07/31/2026 | 120.55 K | $2.48 M | 1.53% | 0.08% |
| MARINER, LLC | 08/13/2026 | 117.05 K | $2.41 M | 9.34% | 0.07% |
| POINTE CAPITAL MANAGEMENT LLC | 08/14/2026 | 115.60 K | $2.38 M | -6.85% | 0.07% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 98.51 K | $2.03 M | -0.34% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 94.00 K | $1.93 M | 7.23% | 0.06% |
| MERIDIAN WEALTH ADVISORS, LLC | 08/14/2026 | 85.72 K | $1.76 M | 0.00% | 0.05% |
| CALAMOS WEALTH MANAGEMENT LLC | 07/31/2026 | 85.16 K | $1.75 M | 0.00% | 0.05% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 84.80 K | $1.74 M | 3.48% | 0.05% |
| LAKE STREET FINANCIAL LLC | 08/10/2026 | 84.35 K | $1.73 M | 13.60% | 0.05% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 80.53 K | $1.66 M | 43,665.22% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 80.27 K | $1.65 M | -41.65% | 0.05% |
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Calamos Strategic Total Return Fund institutional Ownership - FAQ's
During the previous two years, 314 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 4.87 M
MORGAN STANLEY: 4.3 M
UBS Group AG: 3.94 M
WELLS FARGO & COMPANY/MN: 3.05 M
RAYMOND JAMES FINANCIAL INC: 2.36 M
ROYAL BANK OF CANADA: 2.16 M
24.22% of Calamos Strategic Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 47.26 M shares in the last 24 months. This purchase volume represents approximately $859.58 M in transactions.