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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.9K+ 1.97% |
$203K - $226K
|
720K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.3K- 10.34% |
$633K - $703K
|
376K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.7K- 5.24% |
$216K - $239K
|
267K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.69K- 19.85% |
$68.5K - $76.1K
|
18.9K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.87K- 2.27% |
$27.4K - $30.4K
|
80.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.85K- 28.78% |
$56.3K - $62.5K
|
9.54K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-391K- 87.88% |
$5.71M - $6.34M
|
53.9K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.3KNew |
$19K - $21.1K
|
1.3K
$21.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
396+ 0.78% |
$5.79K - $6.43K
|
51K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-41.8K- 7.21% |
$610K - $678K
|
537K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104K+ 31.1% |
$1.52M - $1.69M
|
438K
$7.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-13.7K- 25.47% |
$200K - $222K
|
40K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.76K+ 11.13% |
$84.1K - $93.4K
|
57.4K
$955K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.7K- 44.26% |
$464K - $515K
|
40K
$665K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25.6K- 17.58% |
$374K - $415K
|
120K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-167- 0.99% |
$2.44K - $2.71K
|
16.8K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
273+ 2.7% |
$3.99K - $4.43K
|
10.4K
$173K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.7K+ 36.65% |
$609K - $677K
|
155K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$181K - $201K
|
12.4K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
350+ 3.12% |
$5.12K - $5.68K
|
11.6K
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.27K- 0.65% |
$47.8K - $53K
|
496K
$8.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 52.08% |
$18.3K - $20.3K
|
3.65K
$60.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-417- 0.39% |
$6.1K - $6.77K
|
106K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.98K- 5.03% |
$29K - $32.2K
|
37.4K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 2.0% |
$17.5K - $19.5K
|
61.2K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
70New |
$1.02K - $1.14K
|
70
$1.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4KNew |
$182K - $202K
|
12.4K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.52K+ 5.39% |
$22.2K - $24.6K
|
29.6K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
25.5KNew |
$372K - $413K
|
25.5K
$423K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.8K+ 3.04% |
$114K - $127K
|
265K
$4.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-799- 5.91% |
$11.7K - $13K
|
12.7K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 6.82% |
$16.6K - $18.5K
|
15.5K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.7KNew |
$186K - $207K
|
12.7K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
63+ 103.28% |
$921 - $1.02K
|
124
$2.06K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.4KNew |
$401K - $445K
|
27.4K
$456K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3.1K+ 13.56% |
$45.3K - $50.3K
|
26K
$431K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 0.62% |
$19.2K - $21.3K
|
212K
$3.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.17K- 6.39% |
$31.8K - $35.3K
|
31.8K
$529K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.54K+ 15.45% |
$37.2K - $41.3K
|
19K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-9.45K- 15.96% |
$138K - $153K
|
49.7K
$827K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 3.11% |
$1.46K - $1.62K
|
3.32K
$55.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 0.2% |
$1.96K - $2.17K
|
67.4K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 22.51% |
$171K - $190K
|
63.8K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
819+ 78.0% |
$12K - $13.3K
|
1.87K
$31.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.49K- 7.19% |
$21.7K - $24.1K
|
19.2K
$319K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$214K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-37Closed |
$552 - $582
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
739New |
$11K - $11.6K
|
739
$12.3K
|
|