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 $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

67,367

Previous 67,233 0.2%

Holding current value

$1.01 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

6.19M

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

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