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 65 institutions that hold shares in the stock, with a total of 6.19 Million shares, which have been reported (via 13F filing form) to have a value of $93.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,719
shares
|
$101,120
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,994
shares
|
$75,159
0.0% of portfolio
|
Q3 2025
Reduced 47.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,650
shares
|
$54,932
0.0% of portfolio
|
Q2 2025
Added 52.08%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,975
shares
|
$44,773
0.0% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,816
shares
|
$42,380
0.0% of portfolio
|
Q3 2025
Added 50.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,500
shares
|
$22,575
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,170
shares
|
$17,608
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,150
shares
|
$17,307
0.0% of portfolio
|
Q3 2023
Reduced 23.33%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
864
shares
|
$13,003
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
739
shares
|
$11,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
234
shares
|
$3,521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
200
shares
|
$3,010
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
127
shares
|
$1,911
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5
shares
|
$75
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|