Latest Institutional Purchases of Calamos Long/Short Equity & Dynamic Income Trust (CPZ)
This list provides information on the latest institutional transactions involving Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104K+ 31.1% |
$1.52M - $1.69M
|
438K
$7.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.7K+ 36.65% |
$609K - $677K
|
155K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.4KNew |
$401K - $445K
|
27.4K
$456K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
25.5KNew |
$372K - $413K
|
25.5K
$423K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.9K+ 1.97% |
$203K - $226K
|
720K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.7KNew |
$186K - $207K
|
12.7K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4KNew |
$182K - $202K
|
12.4K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$181K - $201K
|
12.4K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 22.51% |
$171K - $190K
|
63.8K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.8K+ 3.04% |
$114K - $127K
|
265K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.76K+ 11.13% |
$84.1K - $93.4K
|
57.4K
$955K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3.1K+ 13.56% |
$45.3K - $50.3K
|
26K
$431K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.54K+ 15.45% |
$37.2K - $41.3K
|
19K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.52K+ 5.39% |
$22.2K - $24.6K
|
29.6K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 0.62% |
$19.2K - $21.3K
|
212K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.3KNew |
$19K - $21.1K
|
1.3K
$21.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 52.08% |
$18.3K - $20.3K
|
3.65K
$60.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 2.0% |
$17.5K - $19.5K
|
61.2K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
819+ 78.0% |
$12K - $13.3K
|
1.87K
$31.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
396+ 0.78% |
$5.79K - $6.43K
|
51K
$848K
|
|
|
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 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
273+ 2.7% |
$3.99K - $4.43K
|
10.4K
$173K
|
|
|
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 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 3.11% |
$1.46K - $1.62K
|
3.32K
$55.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
70New |
$1.02K - $1.14K
|
70
$1.16K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
63+ 103.28% |
$921 - $1.02K
|
124
$2.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
73.3K+ 7.28% |
$1.09M - $1.15M
|
1.08M
$18M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$214K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$74.6K - $78.7K
|
5K
$83.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3KNew |
$44.7K - $47.2K
|
3K
$49.9K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
739New |
$11K - $11.6K
|
739
$12.3K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 6.63% |
$148K - $159K
|
161K
$2.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$22.2K - $23.8K
|
1.5K
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5New |
$74.1 - $79.5
|
5
$83.1
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.96% |
$14.8 - $15.9
|
52
$864
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.8K+ 27.2% |
$300K - $316K
|
92.6K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.5KNew |
$280K - $295K
|
18.5K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 8.5% |
$189K - $199K
|
160K
$2.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
100+ 0.6% |
$1.52K - $1.6K
|
16.7K
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
30New |
$455 - $479
|
30
$499
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
30.1KNew |
$449K - $475K
|
30.1K
$500K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.3K+ 155.68% |
$243K - $258K
|
26.8K
$445K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$149K - $158K
|
10K
$166K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17KNew |
$17.5K - $18.5K
|
1.17K
$19.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
800New |
$11.9K - $12.6K
|
800
$13.3K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.9KNew |
$390K - $414K
|
26.9K
$446K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$199K - $212K
|
13.7K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$109K - $116K
|
7.5K
$125K
|
|