Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-72.4K- 15.45% |
$1.1M - $1.15M
|
396K
$6.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-63.4K- 65.56% |
$960K - $1.01M
|
33.3K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-58.3K- 36.71% |
$883K - $929K
|
100K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 5.44% |
$791K - $832K
|
907K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.8K- 16.6% |
$209K - $220K
|
69.3K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.46K- 0.95% |
$52.4K - $55.2K
|
361K
$5.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.41K- 4.48% |
$21.4K - $22.5K
|
30.1K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.03K- 1.63% |
$15.5K - $16.3K
|
61.9K
$948K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-900- 2.31% |
$13.6K - $14.4K
|
38.1K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-898- 3.43% |
$13.6K - $14.3K
|
25.3K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-542- 2.16% |
$8.21K - $8.64K
|
24.5K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-461- 2.56% |
$6.98K - $7.35K
|
17.6K
$269K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-102K- 87.07% |
$1.52M - $1.61M
|
15.2K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-74.9K- 77.25% |
$1.12M - $1.18M
|
22K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-34.4K- 61.46% |
$514K - $543K
|
21.6K
$330K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.01K- 58.04% |
$29.2K - $31K
|
1.45K
$22.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-279- 1.48% |
$4.05K - $4.3K
|
18.6K
$285K
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-500- 4.06% |
$6.72K - $7.47K
|
11.8K
$181K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.98K- 24.06% |
$131K - $143K
|
28.3K
$434K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.5K- 14.45% |
$36.4K - $39.7K
|
14.8K
$227K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.08K- 23.22% |
$15.7K - $17.1K
|
3.56K
$54.5K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 23.33% |
$5.1K - $5.56K
|
1.15K
$17.6K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.53K- 23.06% |
$66.6K - $74.2K
|
15.1K
$231K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-100- 0.94% |
$1.47K - $1.64K
|
10.5K
$161K
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.16KClosed |
$18.5K - $23.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.5KClosed |
$27.5K - $31.4K
|
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
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-56Closed |
$1.03K - $1.17K
|
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
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4KClosed |
$51.4K - $70.8K
|
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
|
|