Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Calamos Long/Short Equity & Dynamic Income Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
96K+ 38.0% |
$1.8M - $2.01M
|
349K
$5.31M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.6K+ 6.31% |
$1.34M - $1.5M
|
1.21M
$18.4M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.1K+ 11.46% |
$1.13M - $1.26M
|
584K
$8.91M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.4K+ 56.77% |
$588K - $659K
|
86.8K
$1.32M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
22.8K+ 99.15% |
$426K - $477K
|
45.7K
$697K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.5KNew |
$402K - $450K
|
21.5K
$327K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.4K+ 2.89% |
$231K - $259K
|
439K
$6.69M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.2K+ 0.93% |
$209K - $234K
|
1.21M
$18.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
9.6K+ 789.15% |
$180K - $201K
|
10.8K
$165K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15K+ 22.98% |
$115K - $129K
|
32.9K
$502K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.91K+ 18.56% |
$73.2K - $81.9K
|
25K
$381K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.34K+ 9.62% |
$62.6K - $70K
|
38.1K
$581K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.65K+ 21.12% |
$49.6K - $55.5K
|
15.2K
$232K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.28K+ 15.73% |
$42.7K - $47.8K
|
16.8K
$256K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.16K+ 6.19% |
$40.4K - $45.2K
|
37.1K
$565K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 13.95% |
$28.1K - $31.4K
|
12.3K
$187K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
700+ 1.99% |
$13.1K - $14.7K
|
35.8K
$546K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
510New |
$9.55K - $10.7K
|
510
$7.78K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
510+ 79.07% |
$9.55K - $10.7K
|
1.16K
$17.6K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
241+ 1.55% |
$4.51K - $5.05K
|
15.8K
$241K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
184+ 0.54% |
$3.44K - $3.85K
|
34.4K
$525K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
160+ 0.71% |
$3K - $3.35K
|
22.8K
$348K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 2.19% |
$206 - $230
|
514
$7.84K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-694- 2.28% |
$13K - $14.5K
|
29.8K
$454K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.61K- 5.41% |
$48.8K - $54.7K
|
45.6K
$695K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.22K- 0.47% |
$60.3K - $67.5K
|
686K
$10.5M
|
|
|
May 13, 2022
Q1 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-4.28K- 17.25% |
$80.1K - $89.6K
|
20.5K
$313K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.78K- 5.03% |
$108K - $121K
|
109K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.52K- 77.58% |
$178K - $199K
|
2.75K
$41.9K
|
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-75.4K- 13.22% |
$1.41M - $1.58M
|
495K
$7.55M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-81.5K- 51.94% |
$1.53M - $1.71M
|
75.4K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-348KClosed |
$6.52M - $7.3M
|
0
$0
|