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/ | 05/18/2026 | 4.86 M | $83.16 M | 1.77% | 3.03% |
| MORGAN STANLEY | 05/15/2026 | 4.37 M | $74.75 M | 3.68% | 2.72% |
| UBS GROUP AG | 05/05/2026 | 3.91 M | $66.91 M | -0.58% | 2.44% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.06 M | $52.43 M | 0.18% | 1.91% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 2.13 M | $36.40 M | 1.59% | 1.33% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.12 M | $36.26 M | 4.52% | 1.32% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 1.94 M | $33.29 M | 44.50% | 1.21% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.22 M | $20.96 M | 1.52% | 0.76% |
| BENSLER, LLC | 05/04/2026 | 1.11 M | $19.08 M | 2.54% | 0.70% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 05/11/2026 | 794.70 K | $13.61 M | -0.36% | 0.50% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 782.63 K | $13.40 M | 3.69% | 0.49% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 710.18 K | $12.16 M | 5.96% | 0.44% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 649.08 K | $11.11 M | -3.99% | 0.40% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 612.58 K | $10.49 M | 87.98% | 0.38% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 555.19 K | $9.51 M | -4.29% | 0.35% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 525.79 K | $9.00 M | -1.48% | 0.33% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 432.64 K | $7.41 M | 186.12% | 0.27% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 388.54 K | $6.65 M | -1.15% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 330.36 K | $5.66 M | 9.97% | 0.21% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 324.55 K | $5.56 M | -12.42% | 0.20% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 308.37 K | $5.28 M | 7.86% | 0.19% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 286.76 K | $4.91 M | -4.15% | 0.18% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 281.07 K | $4.81 M | -29.73% | 0.18% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 236.61 K | $4.05 M | -52.13% | 0.15% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 229.86 K | $3.94 M | 2.64% | 0.14% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 221.04 K | $3.78 M | 4.30% | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 210.80 K | $3.61 M | 32.60% | 0.13% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 172.46 K | $2.95 M | 100.00% | 0.11% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 171.96 K | $2.94 M | 17.47% | 0.11% |
| DAVENPORT & CO LLC | 04/15/2026 | 167.22 K | $2.86 M | -17.78% | 0.10% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 166.60 K | $2.85 M | 0.29% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 166.10 K | $2.84 M | 9.40% | 0.10% |
| 04/17/2026 | 161.28 K | $2.76 M | 2.79% | 0.10% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 159.34 K | $2.73 M | -3.44% | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 147.04 K | $2.52 M | 60.49% | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 137.57 K | $2.36 M | 43.20% | 0.09% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 136.25 K | $2.33 M | 0.62% | 0.09% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 135.34 K | $2.32 M | 0.00% | 0.08% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 130.38 K | $2.23 M | 564.95% | 0.08% |
| POINTE CAPITAL MANAGEMENT LLC | 05/15/2026 | 124.10 K | $2.12 M | 9.98% | 0.08% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 123.45 K | $2.11 M | -7.72% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 120.09 K | $2.06 M | 2.42% | 0.07% |
| FOUNDERS FINANCIAL SECURITIES LLC | 04/17/2026 | 118.73 K | $2.19 M | 0.00% | 0.07% |
| MARINER, LLC | 05/13/2026 | 107.05 K | $1.83 M | 10.06% | 0.07% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 98.85 K | $1.69 M | 0.21% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 87.66 K | $1.50 M | 25.26% | 0.05% |
| MERIDIAN WEALTH ADVISORS, LLC | 05/11/2026 | 85.72 K | $1.47 M | -12.28% | 0.05% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 85.16 K | $1.46 M | 100.00% | 0.05% |
| CALAMOS WEALTH MANAGEMENT LLC | 05/04/2026 | 85.16 K | $1.46 M | 0.00% | 0.05% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 81.94 K | $1.40 M | 0.67% | 0.05% |
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Calamos Strategic Total Return Fund institutional Ownership - FAQ's
During the previous two years, 297 institutional investors and hedge funds held shares of Calamos Strategic Total Return Fund. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 4.86 M
MORGAN STANLEY: 4.37 M
UBS Group AG: 3.91 M
WELLS FARGO & COMPANY/MN: 3.06 M
RAYMOND JAMES FINANCIAL INC: 2.13 M
ROYAL BANK OF CANADA: 2.12 M
24.06% of Calamos Strategic Total Return Fund stock is owned by institutional investors.
Institutional investors have bought a total of 46.64 M shares in the last 24 months. This purchase volume represents approximately $848.30 M in transactions.