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 65 institutions that hold shares in the stock, with a total of 6.19 Million shares, which have been reported (via 13F filing form) to have a value of $93.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
1,080,068
shares
|
$16.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
789,739
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
455,147
shares
|
$6.85 Million
0.0% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
428,309
shares
|
$6.45 Million
0.61% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
401,158
shares
|
$6.04 Million
0.12% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
302,794
shares
|
$4.56 Million
0.06% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
280,518
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
240,488
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
219,447
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
217,785
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2025
Added 40.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,652
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
111,838
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
96,149
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.23%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
92,792
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,596
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 27.2%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
89,283
shares
|
$1.34 Million
0.52% of portfolio
|
Q3 2025
Added 123.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
88,027
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
83,483
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
78,620
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 23.17%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
78,576
shares
|
$1.18 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
67,367
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
61,150
shares
|
$920,307
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
57,206
shares
|
$860,950
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
49,920
shares
|
$751,296
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
49,792
shares
|
$749,369
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|