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 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
958New |
$15.3K - $19.6K
|
958
$15.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
10.4KNew |
$166K - $213K
|
10.4K
$169K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
900New |
$14.4K - $18.4K
|
900
$14.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.16KClosed |
$18.5K - $23.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-56Closed |
$1.03K - $1.17K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$18.4K - $21K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-765Closed |
$14K - $16K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.5KClosed |
$27.5K - $31.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$324K - $346K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.4KClosed |
$164K - $175K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-84.4KClosed |
$1.69M - $1.8M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.5KClosed |
$215K - $252K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.5KClosed |
$246K - $315K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Birch Capital Management, LLC
|
SELL
|
- |
-2.8KClosed |
$39.4K - $50.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-17.5KClosed |
$246K - $289K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11.1KClosed |
$143K - $197K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Oct 07, 2020
Q1 2020
|
Acg Wealth
|
SELL
|
- |
-23KClosed |
$222K - $462K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.8KClosed |
$123K - $257K
|
0
$0
|
|