Calamos Wealth Management LLC Calamos Long/Short Equity & Dynamic Income Trust Transaction History

Calamos Wealth Management LLC

  • $1.93 Billion
  • Q4 2024

A detailed history of Calamos Wealth Management LLC transactions in Calamos Long/Short Equity & Dynamic Income Trust stock. As of the latest transaction made, Calamos Wealth Management LLC holds 26,783 shares of CPZ stock, worth $419,421. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,783
Previous 26,783 -0.0%
Holding current value
$419,421
Previous $420,000 5.48%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$14.93 - $15.79 $243,478 - $257,503
16,308 Added 155.68%
26,783 $408,000
Q4 2023

Jan 31, 2024
SELL
$13.44 - $14.93 $72,576 - $80,622
-5,400 Reduced 34.02%
10,475 $151,000
Q2 2021

Jul 22, 2021
SELL
$20.02 - $21.33 $255,034 - $271,722
-12,739 Reduced 44.52%
15,875 $330,000
Q1 2021

Apr 12, 2021
BUY
$17.22 - $20.18 $273,367 - $320,357
15,875 Added 124.62%
28,614 $575,000
Q4 2019

Jan 15, 2020
BUY
$19.6 - $20.15 $249,684 - $256,690
12,739 New
12,739 $250,000

Others Institutions Holding CPZ

# of Institutions
50
Shares Held
6.73M
Call Options Held
0
Put Options Held
0
View Full List

About Calamos Long/Short Equity & Dynamic Income Trust

CPZ Quotes by TradingView
  • Ticker CPZ
  • Exchange NASDAQ
  • Sector N/A
  • Industry N/A
More about CPZ
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