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 61 institutions that hold shares in the stock, with a total of 6.22 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,080,868
shares
|
$17.9 Million
0.37% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
720,268
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
537,178
shares
|
$8.91 Million
0.67% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
496,036
shares
|
$8.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
438,105
shares
|
$7.26 Million
0.0% of portfolio
|
Q2 2025
Added 31.1%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
375,591
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
266,504
shares
|
$4.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
264,689
shares
|
$4.39 Million
0.06% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
212,205
shares
|
$3.52 Million
0.05% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
160,854
shares
|
$2.67 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
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
155,431
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Added 36.65%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
119,832
shares
|
$1.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
105,966
shares
|
$1.76 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,596
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 27.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
90,396
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 126.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
80,762
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
67,367
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
63,830
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
61,150
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
57,446
shares
|
$952,454
0.0% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
53,861
shares
|
$893,015
0.02% of portfolio
|
Q2 2025
Reduced 87.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
50,994
shares
|
$845,480
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
49,745
shares
|
$824,772
0.01% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
39,995
shares
|
$663,117
0.45% of portfolio
|
Q2 2025
Reduced 25.47%
|