Overview
- TickerCSQ on Nasdaq2
- HeadquartersNaperville, United States2
- Business address2020 Calamos Court, C/O Calamos Advisors Llc, Naperville, Il 605633
- Legal formFUND2
- Kind of organizationFund2
- LEI54930048NQ2YBS3TXW782
- StatusActive2
- LEI statusIssued and current2
- Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States2
- Registered withSecurities and Exchange Commission, 00012752142
Corporate structure
CALAMOS STRATEGIC TOTAL RETURN FUND sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of CALAMOS STRATEGIC TOTAL RETURN FUND
- Equitable Holdings Filed SCHEDULE 13G on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Sep 11, 2026 (5 filings since Oct 20, 2021)
- BlackRock Portfolio Management LLC Filed SCHEDULE 13G on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Sep 8, 2026
- LINCOLN NATIONAL LIFE INSURANCE CO /IN/ Filed SCHEDULE 13G on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Sep 8, 2026
- MetLife Investment Management, LLC Filed SCHEDULE 13G/A on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Sep 8, 2026 (8 filings since Jun 10, 2022)
- Apollo Management Holdings GP, LLC Filed SCHEDULE 13G/A on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Jul 28, 2026 (11 filings since Jun 2, 2022)
- THRIVENT FINANCIAL FOR LUTHERANS Filed SCHEDULE 13G/A on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Nov 12, 2024 (2 filings since Oct 5, 2022)
- NORTHWESTERN MUTUAL LIFE INSURANCE CO Filed SC 13G on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Aug 30, 2024
- Sun Life Assurance Co of Canada Filed SC 13G/A on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Feb 28, 2023 (2 filings since Feb 14, 2022)
- Sun Life Financial Filed SC 13G/A on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Feb 28, 2023 (2 filings since Feb 14, 2022)
- GUARDIAN LIFE INSURANCE CO OF AMERICA Filed SC 13G/A on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Feb 16, 2023
- Voya Financial Filed SC 13G on CALAMOS STRATEGIC TOTAL RETURN FUND, latest May 27, 2022
- Arch Capital Group Filed SC 13G on CALAMOS STRATEGIC TOTAL RETURN FUND, latest Oct 29, 2021
- CALAMOS STRATEGIC TOTAL RETURN FUND Naperville, Illinois, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
Leadership
Who has led CALAMOS STRATEGIC TOTAL RETURN FUND, and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
- Chief executive officerJohn P. Calamos Sr. Dec 14, 2012 to Dec 14, 20124
- ChairJohn P. Calamos Sr. Jan 10, 2006 to Dec 13, 20115
- PresidentJohn P. Calamos Sr. Jan 10, 2006 to Jan 25, 20175
- Chief financial officerThomas E. Herman Jul 11, 2016 to Jan 31, 20256
Board members and other officers (24)
- Chief Compliance OfficerWalter M. Kelly Aug 4, 2025 to now7
- VP and Assistant SecretarySusan L. Schoenberger Feb 2, 2023 to Feb 2, 20238
- Vice PresidentDaniel Dufresne Jul 20, 2021 to Jul 20, 20219
- TreasurerStephen Atkins Apr 3, 2020 to Apr 3, 202010
- TreasurerDave Vanisko Aug 22, 2019 to Aug 22, 201911
- Vice PresidentJohn S. Koudounis Jul 11, 2016 to now12
- Vice PresidentRobert Behan Aug 6, 2015 to Aug 6, 201513
- Vice PresidentGary D. Black Sep 20, 2012 to Sep 20, 201214
- vice presidentJames J. Boyne Jun 10, 2008 to Jun 10, 200815
- treasurerCheryl L. Hampton Dec 26, 2007 to Dec 26, 200716
- secretaryStathy Darcy Dec 26, 2007 to Dec 26, 200717
- Chief Compliance OfficerMark Mickey Apr 6, 2006 to Jan 3, 201818
- vice presidentNick P. Calamos Dec 15, 2006 to Dec 14, 201219
- Board memberChristopher M. Toub Dec 20, 2019 to Dec 20, 201920
- Board memberKaren Stuckey Dec 20, 2019 to Dec 20, 201921
- Board memberLloyd Wennlund Jul 26, 2018 to Jul 26, 201822
- Board memberTheresa Hamacher Sep 1, 2015 to Mar 2, 201623
- Board memberVirginia G. Breen Sep 1, 2015 to Sep 1, 201524
- Board memberJohn P. Calamos Sr. Dec 14, 2012 to Jan 25, 20174
- Board memberDavid D. Tripple Jan 13, 2006 to Dec 20, 201925
- Board memberStephen B. Timbers May 3, 2006 to Oct 12, 200626
- Board memberWilliam R. Rybak Dec 15, 2006 to Dec 14, 201227
- General counselErik D. Ojala Sep 28, 2023 to Sep 28, 202328
- General counselJ. Christopher Jackson Jun 11, 2010 to Jun 11, 201029
Subsidiaries and ownership
Fund manager
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.
Timeline
Filings
111 filings to the SEC since October 2021: 1 major events, 24 insider forms, 36 large holders, 50 other. The latest 20:
- Sep 29, 2026NPORT-P EDGAR
- Sep 11, 2026SCHEDULE 13G EDGAR
- Sep 8, 2026SCHEDULE 13G EDGAR
- Sep 8, 2026SCHEDULE 13G EDGAR
- Sep 8, 2026SCHEDULE 13G/A EDGAR
- Sep 3, 20263 EDGAR
- Aug 28, 2026N-PX EDGAR
- Aug 27, 2026NPORT-P/A EDGAR
- Aug 26, 20264 EDGAR
- Jul 28, 2026SCHEDULE 13G/A EDGAR
- Jul 24, 2026N-23C-2 EDGAR
- Jul 2, 2026N-CSRS EDGAR
- Jun 26, 2026NPORT-P EDGAR
- May 14, 2026SCHEDULE 13G/A EDGAR
- Mar 31, 2026NPORT-P EDGAR
- Feb 13, 2026SCHEDULE 13G/A EDGAR
- Jan 13, 2026N-CEN EDGAR
- Dec 29, 2025N-CSR EDGAR
- Dec 23, 2025NPORT-P EDGAR
- Nov 14, 2025SCHEDULE 13G/A EDGAR
The 111 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
4 open-market trades by officers, directors and large owners since October 2021: 3 buys and 1 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Jan 30, 2025 | Herman Thomas EVP and CFO | Buy | 11,507 | $18.39 | $211.6K | Form 4 |
| Jan 29, 2025 | Herman Thomas EVP and CFO | Buy | 11,683 | $18.23 | $213.0K | Form 4 |
| Dec 6, 2023 | Koudounis John S.Vice President | Sale | 13,410 | $14.17 | $190.0K | Form 4 |
| May 24, 2022 | MetLife Investment Management, LLC10% owner | Buy | 320,000 | $25.00 | $8.0M | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- Equitable HoldingsSCHEDULE 13G, 5 filings Oct 20, 2021 to Sep 11, 202631
- BlackRock Portfolio Management LLCSCHEDULE 13G, 1 filing Sep 8, 202632
- LINCOLN NATIONAL LIFE INSURANCE CO /IN/SCHEDULE 13G, 1 filing Sep 8, 202633
- MetLife Investment Management, LLCSCHEDULE 13G/A, 8 filings Jun 10, 2022 to Sep 8, 202634
- Apollo Management Holdings GP, LLCSCHEDULE 13G/A, 11 filings Jun 2, 2022 to Jul 28, 202635
- THRIVENT FINANCIAL FOR LUTHERANSSCHEDULE 13G/A, 2 filings Oct 5, 2022 to Nov 12, 202436
- NORTHWESTERN MUTUAL LIFE INSURANCE COSC 13G, 1 filing Aug 30, 202437
- Sun Life Assurance Co of CanadaSC 13G/A, 2 filings Feb 14, 2022 to Feb 28, 202338
- Sun Life FinancialSC 13G/A, 2 filings Feb 14, 2022 to Feb 28, 202339
- GUARDIAN LIFE INSURANCE CO OF AMERICASC 13G/A, 1 filing Feb 16, 202340
- Voya FinancialSC 13G, 1 filing May 27, 202241
- Arch Capital GroupSC 13G, 1 filing Oct 29, 202142
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Bank Of America Corp /de/ | 4,865,484 | $100.0M | 0.0% | +7,949 |
| Morgan Stanley | 4,298,735 | $88.4M | 0.0% | −67,478 |
| UBS Group AG | 3,937,493 | $81.0M | 0.0% | +28,995 |
| Wells Fargo & Company/mn | 3,045,129 | $62.6M | 0.0% | −17,612 |
| Raymond James Financial Inc | 2,356,479 | $48.4M | 0.0% | +230,339 |
| Royal Bank Of Canada | 2,162,971 | $44.5M | 0.0% | +44,755 |
| Karpus Management, Inc. | 2,052,204 | $42.2M | 1.2% | +107,581 |
| LPL Financial LLC | 1,248,517 | $25.7M | 0.0% | +24,445 |
| Bensler, LLC | 1,152,865 | $23.7M | 2.1% | +38,166 |
| McGowan Group Asset Management, Inc. | 787,259 | $16.2M | 2.0% | −7,438 |
| Cetera Investment Advisers | 772,014 | $15.9M | 0.0% | −10,612 |
| Rockefeller Capital Management L.P. | 748,412 | $15.4M | 0.0% | +38,235 |
| Advisors Asset Management, Inc. | 699,531 | $14.4M | 0.2% | +50,453 |
| 1607 Capital Partners, LLC | 635,466 | $13.1M | 1.1% | +202,825 |
| Stratos Wealth Partners, LTD. | 527,617 | $10.8M | 0.1% | +1,829 |
| &partners | 501,570 | $10.2M | 0.0% | −53,622 |
| Stifel Financial Corp | 412,706 | $8.5M | 0.0% | +24,171 |
| Osaic Holdings, Inc. | 369,250 | $7.6M | 0.0% | +38,894 |
| Rivernorth Capital Management, LLC | 351,534 | $7.2M | 0.3% | +179,071 |
| Guggenheim Capital LLC | 338,003 | $6.9M | 0.0% | +13,458 |
| Truist Financial Corp | 315,627 | $6.5M | 0.0% | +7,262 |
| Ameriprise Financial Inc | 301,478 | $6.2M | 0.0% | +14,717 |
| Apollon Wealth Management, LLC | 274,887 | $5.7M | 0.1% | −6,183 |
| Smith Asset Management Co., LLC | 226,606 | $4.7M | 3.7% | −3,250 |
| Wolverine Asset Management LLC | 225,353 | $4.6M | 0.2% | +14,558 |
13F reports cover disclosed long positions in U.S. stocks only.
Members of Congress who traded it
1 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.
| Date | Member | Trade | Amount | Vs S&P since | Filing |
|---|---|---|---|---|---|
| Feb 10, 2020 | K. Michael Conaway, House | Sale | $1,001 - $15,000 | +91.5% | Report |
Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).
SEC filer profile
How CALAMOS STRATEGIC TOTAL RETURN FUND is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARCALAMOS STRATEGIC TOTAL RETURN FUND1
- CIK0001275214
- Employer ID (EIN)04-37859411
- Fiscal year endsOctober 311
- Business address2020 Calamos Court, C/O Calamos Advisors Llc, Naperville, IL 605631
- Phone63024510461
- On EDGAR sinceJan 7, 20041
- Filings452 in all: 3 (56), 4 (31), N-Q (30), 5 (29), NPORT-P (28), N-CSRS (23), N-PX (23), DEF 14A (22)1
All 46 form types
N-CSR (22), SC 13G/A (22), 40-17G (21), SC 13G (18), NSAR-A (14), NSAR-B (14), CORRESP (10), 40-17G/A (9), SCHEDULE 13G/A (9), N-2/A (8), N-CEN (8), 424B3 (7), 40-APP/A (5), N-23C-2 (5), 497 (4), 8-K (3), N-2 (3), SCHEDULE 13G (3), 25 (2), 3/A (2), 8-A12B (2), N-CSR/A (2), UPLOAD (2), 4/A (1), 40-6C (1), 40-6C/A (1), 40-APP (1), 424B5 (1), CERTNAS (1), CERTNYS (1), EFFECT (1), N-2ASR (1), N-8A (1), N-CEN/A (1), NPORT-EX (1), NPORT-P/A (1), NSAR-B/A (1), POS EX (1)
- Latest filingsProxy statement (DEF 14A) May 11, 2026
Latest 8-K (8-K) May 14, 2024
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5SEC EDGARJohn P. Calamos Sr., Chair
- 6
- 7
- 8
- 9SEC EDGARDaniel Dufresne, Vice President
- 10SEC EDGARStephen Atkins, Treasurer
- 11SEC EDGARDave Vanisko, Treasurer
- 12SEC EDGARJohn S. Koudounis, Vice President
- 13SEC EDGARRobert Behan, Vice President
- 14SEC EDGARGary D. Black, Vice President
- 15SEC EDGARJames J. Boyne, vice president
- 16SEC EDGARCheryl L. Hampton, treasurer
- 17SEC EDGARStathy Darcy, secretary
- 18
- 19SEC EDGARNick P. Calamos, vice president
- 20SEC EDGARChristopher M. Toub, Board member
- 21SEC EDGARKaren Stuckey, Board member
- 22SEC EDGARLloyd Wennlund, Board member
- 23SEC EDGARTheresa Hamacher, Board member
- 24SEC EDGARVirginia G. Breen, Board member
- 25SEC EDGARDavid D. Tripple, Board member
- 26SEC EDGARStephen B. Timbers, Board member
- 27SEC EDGARWilliam R. Rybak, Board member
- 28SEC EDGARErik D. Ojala, General counsel
- 29
- 30SEC EDGARBylaws or fiscal year changed
- 31
- 32
- 33
- 34
- 35
- 36
- 37
- 38
- 39
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- 42