Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
239K+ 31.55% |
$3.47M - $3.69M
|
996K
$15.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 18.45% |
$2.57M - $2.73M
|
1.14M
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 10.18% |
$1.52M - $1.62M
|
1.14M
$17.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 10.18% |
$1.52M - $1.62M
|
1.14M
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
99K+ 20.57% |
$1.44M - $1.53M
|
580K
$8.89M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.9K+ 70.86% |
$855K - $909K
|
142K
$2.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.9KNew |
$390K - $414K
|
26.9K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.5KNew |
$370K - $393K
|
25.5K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
19.1K+ 11.29% |
$277K - $294K
|
188K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
18.7K+ 3.96% |
$272K - $289K
|
491K
$7.52M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.6KNew |
$270K - $287K
|
18.6K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 16.55% |
$230K - $245K
|
112K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15.5K+ 116.13% |
$225K - $239K
|
28.8K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 19.84% |
$208K - $221K
|
86.7K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$199K - $212K
|
13.7K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6K+ 6.7% |
$169K - $179K
|
185K
$2.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 26.94% |
$169K - $179K
|
54.8K
$840K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
10.2KNew |
$149K - $158K
|
10.2K
$157K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$109K - $116K
|
7.5K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
7K+ 7.07% |
$102K - $108K
|
106K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.03K+ 3.64% |
$73.1K - $77.7K
|
143K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.31KNew |
$48K - $51K
|
3.31K
$50.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.08K+ 14.32% |
$44.8K - $47.6K
|
24.6K
$377K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.92K+ 5.38% |
$42.3K - $45K
|
57K
$874K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.59K+ 21.31% |
$37.6K - $40K
|
14.7K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.49K+ 2.66% |
$36.2K - $38.5K
|
96.3K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.87K+ 6.28% |
$27.1K - $28.8K
|
31.6K
$484K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.53K+ 6.36% |
$22.2K - $23.6K
|
25.6K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.49KNew |
$21.7K - $23K
|
1.49K
$22.9K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
700New |
$10.2K - $10.8K
|
700
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
373+ 0.86% |
$5.42K - $5.76K
|
43.9K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
197New |
$2.86K - $3.04K
|
197
$3.02K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
140+ 0.21% |
$2.03K - $2.16K
|
67.1K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
125+ 41.67% |
$1.82K - $1.93K
|
425
$6.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-279- 1.48% |
$4.05K - $4.3K
|
18.6K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-496- 0.13% |
$7.2K - $7.65K
|
379K
$5.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-748- 1.21% |
$10.9K - $11.5K
|
61.1K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 0.74% |
$15.4K - $16.4K
|
142K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.01K- 58.04% |
$29.2K - $31K
|
1.45K
$22.3K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.1K- 7.58% |
$45K - $47.8K
|
37.8K
$579K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-3.6K- 27.91% |
$52.3K - $55.5K
|
9.3K
$142K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4K- 6.67% |
$58.1K - $61.7K
|
56K
$857K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.68K- 16.26% |
$68K - $72.2K
|
24.1K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.1K- 16.86% |
$190K - $202K
|
64.7K
$991K
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-20.9K- 9.25% |
$303K - $322K
|
205K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.2K- 9.98% |
$323K - $343K
|
200K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-39.4K- 28.89% |
$572K - $608K
|
96.9K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-59.4K- 33.62% |
$862K - $916K
|
117K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-94.3K- 78.99% |
$1.37M - $1.46M
|
25.1K
$384K
|