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Calamos Strategic Total Return (CSQ)

Nasdaq: CSQ · filing with the SEC since 2004
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Grade5.3
◀ Past 5.6● Present 5.1▶ Future 5.3
8 est.
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Who owns Calamos Strategic Total Return

As filed with the SEC
Holders of 5% or more
5
BlackRock Portfolio Management LLC holds 36.4% of Series H Mandatory Redeemable Preferred Shares, as its SCHEDULE 13G filed Sep 8, 2026 says.
Directors and officers
2
report now, of 16 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
BlackRock Portfolio Management LLC
SCHEDULE 13G · filed Sep 8, 2026 · Series H Mandatory Redeemable Preferred Shares
36.4%
Thrivent Financial For Lutherans
SCHEDULE 13G/A · filed Nov 12, 2024 · Mandatory Redeemable Preferred Shares, Series C
22.2%
Equitable Holdings, Inc.
SCHEDULE 13G · filed Sep 11, 2026 · Series H Mandatory Redeemable Preferred Shares
19.9%
Apollo Management Holdings GP, LLC
SCHEDULE 13G/A · filed Jul 28, 2026 · Series F Mandatory Redeemable Preferred Shares · 48% in May 14, 2026
15.2%
The Lincoln National Life Insurance Company
SCHEDULE 13G · filed Sep 8, 2026 · Series H Mandatory Redeemable Preferred Shares
10.6%
MetLife Investment Management, LLC
SCHEDULE 13G/A · filed Sep 8, 2026 · Series D Mandatory Redeemable Preferred Shares · reported falling below 5%
under 5%
What CSQ reports owning in othersstakes of 5% or more, and other ties
Calamos Strategic Total Return reports no stake in another company in the record.
Insider tradesForm 4
0sales
0purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
16181920212325
2025 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window
No one on the roster filed an open-market trade in the window.
SI Assistanton CSQ · research, not advice