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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
78.6KNew |
$1.27M - $1.32M
|
78.6K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.5K+ 9.65% |
$1.12M - $1.17M
|
790K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.4K+ 40.12% |
$1M - $1.05M
|
218K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
49.3K+ 123.24% |
$794K - $828K
|
89.3K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
38.1K+ 14.4% |
$614K - $640K
|
303K
$4.56M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
32.6KNew |
$526K - $548K
|
32.6K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
26.6KNew |
$428K - $446K
|
26.6K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17K+ 3.89% |
$275K - $286K
|
455K
$6.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8K+ 23.17% |
$238K - $248K
|
78.6K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.2KNew |
$228K - $238K
|
14.2K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 5.26% |
$226K - $235K
|
281K
$4.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$195K - $203K
|
12.1K
$182K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9K+ 60.61% |
$192K - $201K
|
31.7K
$477K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4KNew |
$183K - $191K
|
11.4K
$171K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.6KNew |
$170K - $178K
|
10.6K
$159K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6KNew |
$170K - $178K
|
10.6K
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.4KNew |
$168K - $175K
|
10.4K
$157K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.24K+ 3.41% |
$117K - $122K
|
219K
$3.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.18K+ 32.52% |
$99.5K - $104K
|
25.2K
$379K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.87K+ 5.54% |
$94.6K - $98.6K
|
112K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.17K+ 10.68% |
$51K - $53.2K
|
32.8K
$494K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 18.17% |
$45.5K - $47.4K
|
18.4K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.72K+ 3.37% |
$43.8K - $45.7K
|
83.5K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.54K+ 7.98% |
$41K - $42.7K
|
34.4K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.62K+ 13.07% |
$26.2K - $27.3K
|
14.1K
$212K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 5.96% |
$16.1K - $16.8K
|
17.8K
$267K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
947+ 50.67% |
$15.3K - $15.9K
|
2.82K
$42.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
864New |
$13.9K - $14.5K
|
864
$13K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
600+ 2.31% |
$9.67K - $10.1K
|
26.6K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
244+ 0.65% |
$3.93K - $4.1K
|
37.7K
$567K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
234New |
$3.77K - $3.93K
|
234
$3.52K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$3.22K - $3.36K
|
200
$3.01K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
193+ 1.52% |
$3.11K - $3.24K
|
12.9K
$194K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
175+ 0.35% |
$2.82K - $2.94K
|
49.9K
$751K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90+ 0.48% |
$1.45K - $1.51K
|
19K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 2.42% |
$48.3 - $50.4
|
127
$1.91K
|
|
| Q2 2025 | |||||||
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
25.5KNew |
$372K - $413K
|
25.5K
$383K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13.2KNew |
$193K - $215K
|
13.2K
$199K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.7KNew |
$186K - $207K
|
12.7K
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$181K - $201K
|
12.4K
$186K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.3KNew |
$19K - $21.1K
|
1.3K
$19.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 52.08% |
$18.3K - $20.3K
|
3.65K
$54.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 2.0% |
$17.5K - $19.5K
|
61.2K
$920K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
396+ 0.78% |
$5.79K - $6.43K
|
51K
$767K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
350+ 3.12% |
$5.12K - $5.68K
|
11.6K
$174K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
273+ 2.7% |
$3.99K - $4.43K
|
10.4K
$156K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 0.2% |
$1.96K - $2.17K
|
67.4K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
70New |
$1.02K - $1.14K
|
70
$1.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$74.6K - $78.7K
|
5K
$75.3K
|
|