Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
123K+ 141.96% |
$1.97M - $2.52M
|
210K
$3.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
113K+ 32.43% |
$1.81M - $2.31M
|
462K
$7.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
78.7K+ 15.91% |
$1.26M - $1.61M
|
574K
$8.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.9K+ 41.25% |
$302K - $386K
|
64.6K
$985K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.4K+ 670.62% |
$295K - $377K
|
21.2K
$323K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
18KNew |
$288K - $369K
|
18K
$275K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13K+ 85.7% |
$208K - $267K
|
28.2K
$430K
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.2KNew |
$195K - $249K
|
12.2K
$186K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
11.1K+ 48.62% |
$177K - $227K
|
33.9K
$517K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.4KNew |
$166K - $213K
|
10.4K
$159K
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
10.4KNew |
$166K - $213K
|
10.4K
$159K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.26K+ 12.37% |
$68.1K - $87.1K
|
38.7K
$590K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4K+ 20.47% |
$64K - $81.8K
|
23.5K
$359K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.86K+ 2.62% |
$45.8K - $58.6K
|
112K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.7K+ 7.29% |
$43.2K - $55.3K
|
39.8K
$606K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 6.75% |
$38.6K - $49.4K
|
38.2K
$583K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.92K+ 4.22% |
$30.7K - $39.3K
|
47.5K
$724K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.75K+ 13.22% |
$28K - $35.8K
|
15K
$229K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.68K+ 7.83% |
$26.9K - $34.4K
|
23.2K
$353K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.52K+ 4.62% |
$24.3K - $31.1K
|
34.4K
$525K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17KNew |
$18.7K - $23.9K
|
1.17K
$17.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
958New |
$15.3K - $19.6K
|
958
$14.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
900New |
$14.4K - $18.4K
|
900
$13.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
665+ 13.81% |
$10.6K - $13.6K
|
5.48K
$83.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
629+ 2.52% |
$10.1K - $12.9K
|
25.6K
$391K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
308+ 1.03% |
$4.92K - $6.3K
|
30.1K
$459K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
221+ 1.26% |
$3.53K - $4.52K
|
17.7K
$271K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
162+ 1.5% |
$2.59K - $3.31K
|
11K
$167K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
90+ 17.65% |
$1.44K - $1.84K
|
600
$9.15K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 2.33% |
$192 - $246
|
526
$8.02K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-67- 0.4% |
$1.07K - $1.37K
|
16.7K
$255K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.16KClosed |
$18.5K - $23.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.22K- 3.2% |
$19.5K - $25K
|
36.9K
$562K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 10.73% |
$27.1K - $34.7K
|
14.1K
$215K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.81K- 0.85% |
$92.9K - $119K
|
680K
$10.4M
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-6.53K- 8.66% |
$104K - $134K
|
68.9K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.2K- 3.45% |
$323K - $413K
|
564K
$8.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.6K- 5.93% |
$1.15M - $1.47M
|
1.14M
$17.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.6K- 5.93% |
$1.15M - $1.47M
|
1.14M
$17.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-196K- 21.51% |
$3.13M - $4.01M
|
714K
$10.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-219K- 49.99% |
$3.51M - $4.49M
|
220K
$3.35M
|