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 $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
33,275
shares
|
$520,421
0.02% of portfolio
|
Q3 2024
Reduced 65.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
32,196
shares
|
$503,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
30,089
shares
|
$470,591
0.0% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
28,854
shares
|
$451,276
0.0% of portfolio
|
Q3 2024
Added 66.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
27,921
shares
|
$436,684
0.0% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
26,783
shares
|
$418,886
0.02% of portfolio
|
Q2 2024
Added 155.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
25,298
shares
|
$395,660
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
24,493
shares
|
$383,070
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
21,188
shares
|
$331,380
0.13% of portfolio
|
Q3 2024
Added 38.74%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
18,483
shares
|
$289,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,573
shares
|
$274,841
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
16,717
shares
|
$261,453
0.09% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
15,470
shares
|
$241,950
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
13,300
shares
|
$208,012
0.09% of portfolio
|
Q2 2024
Added 43.01%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,452
shares
|
$179,109
0.09% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,719
shares
|
$105,085
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,555
shares
|
$55,600
0.0% of portfolio
|
Q3 2023
Reduced 23.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$37,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,256
shares
|
$35,283
0.0% of portfolio
|
Q3 2024
Added 156.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,170
shares
|
$18,298
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,150
shares
|
$17,986
0.0% of portfolio
|
Q3 2023
Reduced 23.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
700
shares
|
$10,948
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
51
shares
|
$797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
30
shares
|
$469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|