Atria Wealth Solutions, Inc. Calamos Long/Short Equity & Dynamic Income Trust Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Calamos Long/Short Equity & Dynamic Income Trust stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 67,367 shares of CPZ stock, worth $1.07 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

67,367

Previous 67,233 0.2%

Holding current value

$1.07 Million

Previous $1.05 Million 4.49%

% of portfolio

0.03%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$14.62 - $16.23 $1,959 - $2,174	134 Added 0.2%	67,367 $1.09 Million
Q1 2025 May 09, 2025	BUY	$14.91 - $15.74 $389,687 - $411,380	26,136 Added 63.6%	67,233 $1.05 Million
Q4 2024 Jan 31, 2025	BUY	$14.82 - $15.89 $44,741 - $47,971	3,019 Added 7.93%	41,097 $609,000
Q3 2024 Nov 08, 2024	SELL	$15.15 - $15.95 $13,635 - $14,355	-900 Reduced 2.31%	38,078 $597,000
Q2 2024 Jul 22, 2024	BUY	$14.93 - $15.79 $17,617 - $18,632	1,180 Added 3.12%	38,978 $594,000
Q1 2024 May 13, 2024	SELL	$14.52 - $15.43 $45,012 - $47,833	-3,100 Reduced 7.58%	37,798 $583,000
Q4 2023 Feb 02, 2024	SELL	$13.44 - $14.93 $83,354 - $92,595	-6,202 Reduced 13.17%	40,898 $590,000
Q3 2023 Nov 08, 2023	SELL	$14.56 - $15.88 $41,612 - $45,385	-2,858 Reduced 5.72%	47,100 $696,000
Q2 2023 Aug 03, 2023	SELL	$14.69 - $15.69 $66,486 - $71,012	-4,526 Reduced 8.31%	49,958 $772,000
Q1 2023 Aug 22, 2023	BUY	$14.78 - $17.1 $37,969 - $43,929	2,569 Added 5.14%	52,527 $811,000
Q1 2023 Jun 14, 2023	BUY	$14.78 - $17.1 $28,924 - $33,464	1,957 Added 3.73%	54,484 $841,000
Q1 2023 May 10, 2023	SELL	$14.78 - $17.1 $28,924 - $33,464	-1,957 Reduced 3.59%	52,527 $811,000
Q4 2022 Aug 30, 2023	BUY	$14.72 - $16.4 $66,622 - $74,226	4,526 Added 9.06%	54,484 $827,000
Q4 2022 Feb 13, 2023	BUY	$14.72 - $16.4 $470,730 - $524,455	31,979 Added 142.1%	54,484 $827,000
Q3 2022 Nov 14, 2022	SELL	$14.75 - $18.68 $9,513 - $12,048	-645 Reduced 2.79%	22,505 $336,000
Q2 2022 Aug 15, 2022	BUY	$15.99 - $20.46 $26,895 - $34,413	1,682 Added 7.83%	23,150 $382,000
Q1 2022 May 16, 2022	BUY	$18.72 - $20.95 $401,880 - $449,754	21,468 New	21,468 $437,000

Others Institutions Holding CPZ

# of Institutions

Shares Held

6.22M

Call Options Held

Put Options Held

View Full List

About Calamos Long/Short Equity & Dynamic Income Trust

Ticker CPZ
Exchange NASDAQ
Sector N/A
Industry N/A

More about CPZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Calamos Long/Short Equity & Dynamic Income Trust Transaction History