Calamos Strategic Total Return Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:CSQ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
06 Dec 23	SellUS$189,961	John Koudounis	Individual		13,410	US$14.19

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CSQ?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	528	0.000333%
Individual Insiders	250,562	0.158%
Institutions	40,059,159	25.3%
General Public	118,277,226	74.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 22.53% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.13%	National Financial Services LLC, Asset Management Arm	9,721,863	US$151.3m	0%	5.0%
2.89%	Merrill Lynch & Co. Inc., Banking Investments	4,586,596	US$71.4m	0.4%	0.03%
2.57%	UBS Asset Management AG	4,080,352	US$63.5m	-2.03%	0.01%
2.43%	Morgan Stanley, Investment Banking and Brokerage Investments	3,854,728	US$60.0m	1.16%	0.01%
1.69%	Wells Fargo & Company, Securities and Brokerage Investments	2,676,320	US$41.6m	4.17%	0.01%
1.11%	Royal Bank of Canada, Banking & Securities Investments	1,757,264	US$27.3m	4.26%	0.01%
0.77%	Raymond James Financial Inc., Asset Management Arm	1,214,014	US$18.9m	-3.26%	0.01%
0.56%	Bensler, LLC	883,061	US$13.7m	7.98%	2.23%
0.55%	LPL Financial Corporation, Asset Management Arm	878,929	US$13.7m	12%	0.01%
0.54%	Raymond James Financial Services Advisors, Inc.	855,961	US$13.3m	-7.39%	0.02%
0.39%	Guggenheim Partners, LLC	623,274	US$9.7m	-6.3%	0.14%
0.38%	McGowan Group Asset Management, Inc.	599,321	US$9.3m	11.8%	1.51%
0.31%	Advisors Asset Management, Inc.	497,379	US$7.7m	-0.41%	0.16%
0.3%	Cetera Financial Holdings, Inc., Asset Management Arm	472,680	US$7.4m	-14.6%	0.03%
0.25%	Stratos Wealth Partners, Ltd	396,487	US$6.2m	2.58%	0.11%
0.21%	Apollon Wealth Management, LLC	334,432	US$5.2m	21%	0.17%
0.21%	Rockefeller & Co. LLC	334,111	US$5.2m	19.9%	0.02%
0.18%	J.P. Morgan Private Wealth Advisors LLC	288,355	US$4.5m	6.5%	0.01%
0.17%	Stifel Asset Management Corp.	271,717	US$4.2m	38.7%	0.01%
0.17%	Columbia Management Investment Advisers, LLC	267,872	US$4.2m	-8.87%	no data
0.16%	Shaker Financial Services, LLC	252,444	US$3.9m	0%	1.66%
0.15%	BB&T Trust	241,386	US$3.8m	4.04%	0.01%
0.14%	John Calamos	228,078	US$3.5m	0%	no data
0.14%	Davenport Asset Management	224,532	US$3.5m	-2.33%	0.02%
0.12%	Wilcoxson Wealth Management	187,161	US$2.9m	0.89%	0.01%