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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
261KNew |
$3.96M - $4.17M
|
261K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
129KNew |
$1.96M - $2.06M
|
129K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
109K+ 38.47% |
$1.65M - $1.74M
|
392K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
99.9K+ 12.83% |
$1.51M - $1.59M
|
878K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.7K+ 196.93% |
$495K - $521K
|
49.3K
$752K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.2KNew |
$488K - $514K
|
32.2K
$491K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.8K+ 27.2% |
$300K - $316K
|
92.6K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.5KNew |
$280K - $295K
|
18.5K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
16.9K+ 12.58% |
$255K - $269K
|
151K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 8.5% |
$189K - $199K
|
160K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 66.26% |
$174K - $183K
|
28.9K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.48K+ 8.51% |
$144K - $151K
|
121K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.88K+ 6.5% |
$104K - $110K
|
113K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.85K+ 15.05% |
$104K - $109K
|
52.3K
$798K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.92K+ 38.74% |
$89.6K - $94.4K
|
21.2K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.3K+ 13.91% |
$65.1K - $68.5K
|
35.2K
$537K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05K+ 7.66% |
$61.4K - $64.6K
|
57K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
3.97K+ 0.68% |
$60.1K - $63.3K
|
584K
$8.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.94K+ 16.42% |
$59.7K - $62.8K
|
27.9K
$426K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.06K+ 1.59% |
$46.4K - $48.8K
|
196K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4KNew |
$36.4K - $38.3K
|
2.4K
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.38K+ 156.07% |
$20.8K - $21.9K
|
2.26K
$34.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.26K+ 0.13% |
$19K - $20K
|
1M
$15.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
290+ 1.91% |
$4.39K - $4.63K
|
15.5K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
200+ 0.37% |
$3.03K - $3.19K
|
54.8K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
172+ 0.19% |
$2.61K - $2.74K
|
89.4K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
100+ 0.6% |
$1.52K - $1.6K
|
16.7K
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
51New |
$773 - $813
|
51
$778
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
30New |
$455 - $479
|
30
$458
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
30.1KNew |
$449K - $475K
|
30.1K
$459K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.3K+ 155.68% |
$243K - $258K
|
26.8K
$408K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$149K - $158K
|
10K
$153K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
4K+ 43.01% |
$59.7K - $63.2K
|
13.3K
$203K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17KNew |
$17.5K - $18.5K
|
1.17K
$17.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
800New |
$11.9K - $12.6K
|
800
$12.2K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.9KNew |
$390K - $414K
|
26.9K
$410K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$199K - $212K
|
13.7K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$109K - $116K
|
7.5K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.31KNew |
$48K - $51K
|
3.31K
$50.4K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
700New |
$10.2K - $10.8K
|
700
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
197New |
$2.86K - $3.04K
|
197
$3K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
125+ 41.67% |
$1.82K - $1.93K
|
425
$6.48K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
24.8K+ 114.62% |
$333K - $370K
|
46.5K
$708K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
19.4KNew |
$261K - $290K
|
19.4K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
11.8KNew |
$159K - $176K
|
11.8K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$143K - $159K
|
10.6K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$142K - $158K
|
10.6K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.88K+ 5655.41% |
$119K - $133K
|
9.04K
$138K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.14K+ 9.49% |
$15.3K - $17K
|
13.1K
$200K
|
|