Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
73.3K+ 7.28% |
$1.09M - $1.15M
|
1.08M
$17.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.9K+ 148.42% |
$639K - $675K
|
71.7K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28.9K+ 9.47% |
$431K - $455K
|
334K
$5.44M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.8K+ 37.12% |
$429K - $453K
|
106K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.1K+ 63.6% |
$390K - $411K
|
67.2K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.7K+ 47.37% |
$250K - $264K
|
52.1K
$849K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.7KNew |
$249K - $263K
|
16.7K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8K+ 6.99% |
$205K - $217K
|
211K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.1K+ 9.92% |
$196K - $207K
|
145K
$2.37M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$210K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.9KNew |
$192K - $203K
|
12.9K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.5K+ 2.57% |
$187K - $197K
|
499K
$8.13M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$151K - $159K
|
10.1K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.89K+ 282.57% |
$147K - $156K
|
13.4K
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
9.56K+ 71.88% |
$143K - $150K
|
22.9K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$74.6K - $78.7K
|
5K
$81.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3KNew |
$44.7K - $47.2K
|
3K
$48.9K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.78K+ 5.47% |
$41.5K - $43.8K
|
53.7K
$874K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.71K+ 9.0% |
$25.5K - $26.9K
|
20.7K
$337K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.05KNew |
$15.7K - $16.5K
|
1.05K
$17.1K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
900+ 1.52% |
$13.4K - $14.2K
|
60K
$977K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
739New |
$11K - $11.6K
|
739
$12K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
473+ 2.96% |
$7.05K - $7.45K
|
16.5K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
360+ 2.17% |
$5.37K - $5.67K
|
16.9K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
268+ 0.52% |
$4K - $4.22K
|
51.7K
$842K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
259+ 0.66% |
$3.86K - $4.08K
|
39.4K
$642K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
61New |
$910 - $960
|
61
$994
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-37Closed |
$552 - $582
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-65- 0.08% |
$969 - $1.02K
|
82.6K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-150- 1.32% |
$2.24K - $2.36K
|
11.2K
$183K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-284- 1.0% |
$4.23K - $4.47K
|
28.1K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-340- 9.56% |
$5.07K - $5.35K
|
3.22K
$52.4K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-569- 0.5% |
$8.48K - $8.96K
|
114K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-680- 1.14% |
$10.1K - $10.7K
|
59.2K
$964K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.14K- 8.31% |
$31.9K - $33.7K
|
23.6K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-4.72K- 0.81% |
$70.3K - $74.3K
|
579K
$9.43M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.41K- 32.17% |
$95.6K - $101K
|
13.5K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.93K- 20.79% |
$133K - $140K
|
34K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.8K- 27.06% |
$280K - $295K
|
50.6K
$824K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-23.5K- 8.37% |
$350K - $369K
|
257K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-23.9K- 5.39% |
$356K - $375K
|
419K
$6.82M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.1K- 9.09% |
$419K - $442K
|
281K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-157K- 18.17% |
$2.34M - $2.47M
|
706K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-472K- 51.52% |
$7.04M - $7.43M
|
445K
$7.24M
|