Institutional Ownership Calamos Long/Short Equity & Dynamic Income Trust (CPZ)
This table provides information about the institutional ownership of Calamos Long/Short Equity & Dynamic Income Trust (CPZ). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 6.46 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,080,868
shares
|
$17.7 Million
0.39% of portfolio
|
Q1 2025
Added 7.28%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
706,373
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.17%
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
578,930
shares
|
$9.47 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
499,303
shares
|
$8.16 Million
0.15% of portfolio
|
Q1 2025
Added 2.57%
|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
444,502
shares
|
$7.27 Million
0.19% of portfolio
|
Q1 2025
Reduced 51.52%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
418,896
shares
|
$6.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
334,170
shares
|
$5.46 Million
0.0% of portfolio
|
Q1 2025
Added 9.47%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
281,253
shares
|
$4.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
256,888
shares
|
$4.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
210,894
shares
|
$3.45 Million
0.05% of portfolio
|
Q1 2025
Added 6.99%
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
160,854
shares
|
$2.63 Million
0.0% of portfolio
|
Q4 2024
Added 6.63%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,652
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 8.5%
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
145,389
shares
|
$2.38 Million
0.02% of portfolio
|
Q1 2025
Added 9.92%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
113,746
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
106,383
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
Added 37.12%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,596
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 27.2%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
82,635
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
71,730
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.31%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
67,233
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 63.6%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
63,830
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 22.51%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
59,950
shares
|
$980,182
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
59,190
shares
|
$967,756
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
53,664
shares
|
$877,406
0.61% of portfolio
|
Q1 2025
Added 5.47%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
51,691
shares
|
$845,147
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
50,598
shares
|
$827,277
0.0% of portfolio
|
Q1 2025
Reduced 27.06%
|