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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
37,425
shares
|
$620,506
0.11% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
31,845
shares
|
$527,990
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
29,649
shares
|
$491,580
0.0% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
27,431
shares
|
$454,805
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
25,960
shares
|
$430,416
0.19% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
25,450
shares
|
$421,960
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
19,715
shares
|
$326,874
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
19,181
shares
|
$318,020
0.0% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
19,000
shares
|
$315,019
0.0% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
18,926
shares
|
$313,793
0.0% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
16,766
shares
|
$277,980
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
15,540
shares
|
$257,653
0.0% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
13,229
shares
|
$219,336
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
12,739
shares
|
$211,212
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
12,718
shares
|
$210,864
0.01% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,430
shares
|
$206,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
12,384
shares
|
$205,326
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
11,556
shares
|
$191,598
0.01% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,452
shares
|
$189,874
0.09% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,381
shares
|
$172,116
0.0% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
9,537
shares
|
$158,123
0.0% of portfolio
|
Q2 2025
Reduced 28.78%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,719
shares
|
$111,401
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,000
shares
|
$82,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,650
shares
|
$60,516
0.0% of portfolio
|
Q2 2025
Added 52.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,315
shares
|
$54,962
0.0% of portfolio
|
Q2 2025
Added 3.11%
|