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 51 institutions that hold shares in the stock, with a total of 6.3 Million shares, which have been reported (via 13F filing form) to have a value of $97.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,001,825
shares
|
$15.6 Million
0.26% of portfolio
|
Q2 2024
Added 0.59%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
959,103
shares
|
$15 Million
0.0% of portfolio
|
Q1 2024
Added 10.18%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
778,604
shares
|
$12.1 Million
0.27% of portfolio
|
Q2 2024
Added 21.87%
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2024 Q2 2024 |
580,432
shares
|
$9.05 Million
0.46% of portfolio
|
Q2 2024
Added 0.04%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
468,544
shares
|
$7.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
364,224
shares
|
$5.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.96%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
282,970
shares
|
$4.41 Million
0.09% of portfolio
|
Q2 2024
Added 41.23%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
193,001
shares
|
$3.01 Million
0.05% of portfolio
|
Q2 2024
Added 4.23%
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
158,672
shares
|
$2.47 Million
0.13% of portfolio
|
Q2 2024
Reduced 15.53%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
147,149
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2024
Added 2.59%
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
134,000
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2024
Added 26.42%
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
111,464
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2024
Added 15.79%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
105,895
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 09, 2024 Q2 2024 |
96,629
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2024
Reduced 52.81%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
89,258
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Added 3.01%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
83,133
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.47%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
72,794
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
Added 19.1%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
62,925
shares
|
$981,000
0.02% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
54,550
shares
|
$850,434
0.01% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
52,919
shares
|
$825,007
0.0% of portfolio
|
Q2 2024
Reduced 18.18%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
45,489
shares
|
$709,173
0.0% of portfolio
|
Q2 2024
Added 3.72%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
38,978
shares
|
$607,667
0.01% of portfolio
|
Q2 2024
Added 3.12%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
31,499
shares
|
$491,069
0.0% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
30,886
shares
|
$481,512
0.1% of portfolio
|
Q2 2024
Added 7.08%
|
|
Atlas Wealth LLC
Cincinnati, OH |
Jul 31, 2024 Q2 2024 |
30,078
shares
|
$468,916
0.07% of portfolio
|
Q2 2024
New holding
|