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 54 institutions that hold shares in the stock, with a total of 6.46 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
39,409
shares
|
$641,184
0.12% of portfolio
|
Q1 2025
Added 0.66%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,018
shares
|
$553,472
0.0% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
28,133
shares
|
$457,723
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
23,614
shares
|
$384,199
0.0% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
22,860
shares
|
$371,932
0.17% of portfolio
|
Q1 2025
Added 71.88%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
19,181
shares
|
$312,074
0.0% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,933
shares
|
$275,499
0.0% of portfolio
|
Q1 2025
Added 2.17%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,678
shares
|
$271,351
0.0% of portfolio
|
Q1 2025
New holding
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,458
shares
|
$267,771
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
13,517
shares
|
$219,921
0.01% of portfolio
|
Q1 2025
Reduced 32.17%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
13,390
shares
|
$217,855
0.0% of portfolio
|
Q1 2025
Added 282.57%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,452
shares
|
$186,324
0.09% of portfolio
|
Q1 2023
Added 1.94%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
11,206
shares
|
$182,321
0.01% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,108
shares
|
$164,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,719
shares
|
$109,318
0.05% of portfolio
|
Q2 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,000
shares
|
$81,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,215
shares
|
$52,308
0.0% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,000
shares
|
$48,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,400
shares
|
$39,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,869
shares
|
$30,408
0.0% of portfolio
|
Q2 2025
Added 78.0%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$24,405
0.01% of portfolio
|
Q4 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,170
shares
|
$19,035
0.0% of portfolio
|
Q2 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,150
shares
|
$18,710
0.0% of portfolio
|
Q3 2023
Reduced 23.33%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
739
shares
|
$12,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
700
shares
|
$11,389
0.0% of portfolio
|
Q1 2024
New holding
|