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 50 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,003,080
shares
|
$14.9 Million
0.34% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
906,916
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
878,488
shares
|
$13 Million
0.31% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Dec 03, 2024 Q3 2024 |
584,400
shares
|
$8.66 Million
0.5% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
396,143
shares
|
$5.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
391,828
shares
|
$5.81 Million
0.12% of portfolio
|
Q3 2024
Added 38.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
360,763
shares
|
$5.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
261,481
shares
|
$3.88 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
196,061
shares
|
$2.91 Million
0.05% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,652
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
150,854
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
129,394
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
120,948
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
112,777
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
100,420
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2024
Reduced 36.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,596
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 27.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
89,430
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
69,332
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.6%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
61,900
shares
|
$917,358
0.01% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
56,971
shares
|
$844,310
0.0% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
54,750
shares
|
$811,395
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
52,335
shares
|
$775,604
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
49,285
shares
|
$730,403
0.03% of portfolio
|
Q3 2024
Added 196.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
38,078
shares
|
$564,315
0.01% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
35,182
shares
|
$521,397
0.11% of portfolio
|
Q3 2024
Added 13.91%
|