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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,869
shares
|
$30,988
0.0% of portfolio
|
Q2 2025
Added 78.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$24,869
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$21,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,170
shares
|
$19,398
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,150
shares
|
$19,066
0.0% of portfolio
|
Q3 2023
Reduced 23.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
739
shares
|
$12,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
124
shares
|
$2,055
0.0% of portfolio
|
Q2 2025
Added 103.28%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
70
shares
|
$1,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
30
shares
|
$497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
5
shares
|
$82
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
|