Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.6K+ 2.65% |
$393K - $454K
|
1.03M
$15.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.9K+ 38.91% |
$279K - $323K
|
67.5K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.3K+ 134.13% |
$256K - $296K
|
30.2K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
17.3KNew |
$255K - $295K
|
17.3K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 9.13% |
$255K - $295K
|
207K
$3.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 18.26% |
$234K - $271K
|
103K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 8.56% |
$151K - $175K
|
130K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
9.09K+ 79.7% |
$134K - $155K
|
20.5K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.83K+ 35.84% |
$71.4K - $82.7K
|
18.3K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
4.62K+ 11.81% |
$68.2K - $79K
|
43.7K
$666K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
3.7K+ 7.7% |
$54.6K - $63.2K
|
51.7K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.64K+ 5.12% |
$53.8K - $62.2K
|
74.6K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.6K+ 6.53% |
$53.1K - $61.5K
|
58.7K
$895K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.57K+ 5.14% |
$38K - $43.9K
|
52.5K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.5KNew |
$37K - $42.8K
|
2.5K
$38.1K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.46K+ 6.35% |
$36.3K - $42K
|
41.1K
$627K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.96K+ 3.73% |
$28.9K - $33.5K
|
54.5K
$831K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1.31K+ 4.48% |
$19.3K - $22.4K
|
30.5K
$465K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
981+ 18.29% |
$14.5K - $16.8K
|
6.35K
$96.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
700+ 3.84% |
$10.3K - $12K
|
19K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
619+ 1.06% |
$9.15K - $10.6K
|
59.3K
$904K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
392+ 2.43% |
$5.79K - $6.7K
|
16.5K
$252K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
218+ 1.94% |
$3.22K - $3.73K
|
11.5K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-34- 0.08% |
$503 - $581
|
41.2K
$629K
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-220- 0.03% |
$3.25K - $3.76K
|
753K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-571- 1.52% |
$8.44K - $9.76K
|
37.1K
$566K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.5K- 7.98% |
$22.2K - $25.7K
|
17.3K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.96K- 3.59% |
$28.9K - $33.5K
|
52.5K
$801K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.82K- 66.81% |
$41.7K - $48.3K
|
1.4K
$21.4K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.95K- 9.01% |
$43.6K - $50.4K
|
29.8K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.57K- 1.41% |
$97.1K - $112K
|
458K
$6.99M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.35K- 35.23% |
$109K - $126K
|
13.5K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-11.8K- 3.8% |
$175K - $202K
|
300K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-13K- 80.34% |
$192K - $222K
|
3.18K
$48.5K
|
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-20.5K- 48.67% |
$303K - $351K
|
21.6K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-23K- 4.77% |
$340K - $393K
|
459K
$7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.3K- 8.47% |
$625K - $723K
|
457K
$6.97M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-66.2K- 25.63% |
$978K - $1.13M
|
192K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-104K- 34.63% |
$1.53M - $1.77M
|
196K
$2.98M
|