Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Calamos Strategic Total Return Fund include Colony Group, LLC, Summit Financial, LLC, Trust Co Of Vermont, GHP Investment Advisors, Inc., Dunhill Financial, LLC, Evolution Wealth Management Inc., Arlington Trust Co LLC, First Pacific Financial, Armstrong Advisory Group, Inc, and Russell Investments Group, Ltd. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,289,521 | 2.04 | 60,001 | 15.03 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11,549 | 0.61 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 44,660 | 815 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2,128 | 39 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57,224 | 0.10 | 1,044 | 12.88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1,100 | 20 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 530,147 | 4.49 | 9,670 | 17.80 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 111,305 | 15.07 | 2,030 | 32.59 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 19,404 | 9.85 | 354 | 23.86 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 604,464 | 43.20 | 11,025 | 61.42 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 434,485 | 2.03 | 7,925 | 15.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,000,211 | 2.36 | 36,484 | 15.40 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 27,888 | 63.99 | 509 | 84.73 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 782,813 | 3.89 | 14,279 | 17.12 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,206 | 40 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 107,541 | 8.29 | 1,962 | 22.10 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17,120 | 2.23 | 312 | 15.56 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 372,587 | 204.58 | 6,796 | 243.36 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,329 | 1.66 | 188 | 14.63 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 52,296 | 0.08 | 954 | 12.78 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 13,676 | 23.43 | 249 | 39.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32,479 | 36.07 | 592 | 53.37 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 958,325 | 9.97 | 17,480 | 23.96 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 34,356 | 0.29 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 382,804 | 36.69 | 6,982 | 54.09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 72,393 | 5.98 | 1,320 | 19.46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,236 | 0.91 | 225 | 14.21 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,089 | 30.08 | 312 | 46.70 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 229,965 | 0.43 | 3,721 | -8.26 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 479,810 | 17.37 | 8,752 | 32.31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 991 | 466.29 | 18 | 800.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 41,287 | 257.93 | 753 | 304.84 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18,644 | 0.12 | 340 | 12.96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 192,437 | 4.77 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 19,850 | 1.03 | 362 | 14.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26,952 | 11.40 | 492 | 25.58 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 11,728 | 214 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 109,462 | 199.53 | 1,997 | 237.73 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,235 | 13.38 | 114 | 31.40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,658 | 413 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3,400 | 62 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 23,381 | 0.24 | 426 | 13.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2,428 | 44 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 805 | 15 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31,797 | 13.62 | 580 | 28.10 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 26,699 | 1.14 | 487 | 13.82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23,381 | 0.24 | 426 | 13.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,196 | 199.14 | 95 | 235.71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 37,638 | 17.51 | 687 | 32.43 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 173 | 1.76 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 994,476 | 0.17 | 18,139 | 12.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,869 | 78.38 | 71 | 100.00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,200 | 22 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5,289 | 96 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,744 | 5.19 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,078,841 | 1.80 | 19,678 | 14.76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15,093 | 0.60 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 16,441 | 13.68 | 300 | 27.78 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 30,825 | 562 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84,075 | 31.76 | 1,534 | 48.55 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22,808 | 416 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 7,909 | 246.89 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81,223 | 3.86 | 1,482 | 17.08 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 23,462 | 0.43 | 428 | 13.26 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 15,698 | 2.85 | 286 | 16.26 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27,621 | 1.29 | 504 | 14.06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 1,100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 64,763 | 0.71 | 1,181 | 13.56 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 65,448 | 2.11 | 1,194 | 15.04 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 394,767 | 9.20 | 7,201 | 23.12 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 14,690 | 0.42 | 268 | 13.14 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 55,333 | 3.73 | 1,009 | 16.92 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,187 | 5.49 | 295 | 18.47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 20,704 | 378 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22,199 | 1.73 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22,707 | 9.00 | 419 | 24.04 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 15,923 | 31.36 | 290 | 47.96 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 27,121 | 6.77 | 493 | 19.42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 267,626 | 2.12 | 4,872 | 14.24 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 24,720 | 2.06 | 451 | 15.09 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 512,616 | 23.16 | 9,350 | 38.85 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 13,924 | 5.69 | 254 | 18.78 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15,772 | 11.10 | 288 | 25.33 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 1,438,135 | 12.33 | 26,232 | 26.63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 132 | -23.39 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 265,927 | 3.17 | 4,851 | 16.31 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,250 | 187 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,324 | 101.40 | 115 | 130.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,995,245 | 3.51 | 36,393 | 16.69 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11,074 | 2.55 | 202 | 22.56 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 2,500 | 1.87 | 46 | 15.38 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 119,736 | 9.33 | 2,184 | 23.26 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 29,765 | 24.02 | 543 | 39.69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 53,929 | 2.52 | 984 | 15.51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 106,036 | 1.83 | 1,934 | 14.85 |
