Latest Institutional Transactions on Calamos Long/Short Equity & Dynamic Income Trust (CPZ)
This table provides information on the latest institutional transactions involving Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.49K- 7.19% |
$21.7K - $24.1K
|
19.2K
$312K
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.78K+ 5.47% |
$41.5K - $43.8K
|
53.7K
$874K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$210K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-472K- 51.52% |
$7.04M - $7.43M
|
445K
$7.24M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-37Closed |
$552 - $582
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.89K+ 282.57% |
$147K - $156K
|
13.4K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-157K- 18.17% |
$2.34M - $2.47M
|
706K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.8K- 27.06% |
$280K - $295K
|
50.6K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.5K+ 2.57% |
$187K - $197K
|
499K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-4.72K- 0.81% |
$70.3K - $74.3K
|
579K
$9.43M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
360+ 2.17% |
$5.37K - $5.67K
|
16.9K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.1K+ 9.92% |
$196K - $207K
|
145K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.14K- 8.31% |
$31.9K - $33.7K
|
23.6K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
268+ 0.52% |
$4K - $4.22K
|
51.7K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
739New |
$11K - $11.6K
|
739
$12K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.1K- 9.09% |
$419K - $442K
|
281K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
73.3K+ 7.28% |
$1.09M - $1.15M
|
1.08M
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$151K - $159K
|
10.1K
$165K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.9K+ 9.47% |
$431K - $455K
|
334K
$5.44M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-23.9K- 5.39% |
$356K - $375K
|
419K
$6.82M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-65- 0.08% |
$969 - $1.02K
|
82.6K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$74.6K - $78.7K
|
5K
$81.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.1K+ 63.6% |
$390K - $411K
|
67.2K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.7KNew |
$249K - $263K
|
16.7K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-340- 9.56% |
$5.07K - $5.35K
|
3.22K
$52.4K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-569- 0.5% |
$8.48K - $8.96K
|
114K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.41K- 32.17% |
$95.6K - $101K
|
13.5K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-284- 1.0% |
$4.23K - $4.47K
|
28.1K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
259+ 0.66% |
$3.86K - $4.08K
|
39.4K
$642K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.8K+ 37.12% |
$429K - $453K
|
106K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
900+ 1.52% |
$13.4K - $14.2K
|
60K
$977K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3KNew |
$44.7K - $47.2K
|
3K
$48.9K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-680- 1.14% |
$10.1K - $10.7K
|
59.2K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
9.56K+ 71.88% |
$143K - $150K
|
22.9K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
473+ 2.96% |
$7.05K - $7.45K
|
16.5K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-23.5K- 8.37% |
$350K - $369K
|
257K
$4.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
61New |
$910 - $960
|
61
$994
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8K+ 6.99% |
$205K - $217K
|
211K
$3.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.93K- 20.79% |
$133K - $140K
|
34K
$554K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.7K+ 47.37% |
$250K - $264K
|
52.1K
$849K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-150- 1.32% |
$2.24K - $2.36K
|
11.2K
$183K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.05KNew |
$15.7K - $16.5K
|
1.05K
$17.1K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.1K- 43.31% |
$460K - $494K
|
40.7K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5New |
$74.1 - $79.5
|
5
$81.4
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-51K- 50.79% |
$756K - $810K
|
49.4K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-96.7K- 74.73% |
$1.43M - $1.54M
|
32.7K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.11KNew |
$16.4K - $17.6K
|
1.11K
$18K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 6.63% |
$148K - $159K
|
161K
$2.62M
|
|