Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104K+ 31.1% |
$1.52M - $1.69M
|
438K
$7.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.7K+ 36.65% |
$609K - $677K
|
155K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.4KNew |
$401K - $445K
|
27.4K
$456K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
25.5KNew |
$372K - $413K
|
25.5K
$423K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.9K+ 1.97% |
$203K - $226K
|
720K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.7KNew |
$186K - $207K
|
12.7K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.4KNew |
$182K - $202K
|
12.4K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$181K - $201K
|
12.4K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 22.51% |
$171K - $190K
|
63.8K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.8K+ 3.04% |
$114K - $127K
|
265K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.76K+ 11.13% |
$84.1K - $93.4K
|
57.4K
$955K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3.1K+ 13.56% |
$45.3K - $50.3K
|
26K
$431K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.54K+ 15.45% |
$37.2K - $41.3K
|
19K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.52K+ 5.39% |
$22.2K - $24.6K
|
29.6K
$493K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 0.62% |
$19.2K - $21.3K
|
212K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.3KNew |
$19K - $21.1K
|
1.3K
$21.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 52.08% |
$18.3K - $20.3K
|
3.65K
$60.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 2.0% |
$17.5K - $19.5K
|
61.2K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
819+ 78.0% |
$12K - $13.3K
|
1.87K
$31.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
396+ 0.78% |
$5.79K - $6.43K
|
51K
$848K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
350+ 3.12% |
$5.12K - $5.68K
|
11.6K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
273+ 2.7% |
$3.99K - $4.43K
|
10.4K
$173K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 0.2% |
$1.96K - $2.17K
|
67.4K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 3.11% |
$1.46K - $1.62K
|
3.32K
$55.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
70New |
$1.02K - $1.14K
|
70
$1.16K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
63+ 103.28% |
$921 - $1.02K
|
124
$2.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-167- 0.99% |
$2.44K - $2.71K
|
16.8K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-417- 0.39% |
$6.1K - $6.77K
|
106K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-799- 5.91% |
$11.7K - $13K
|
12.7K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 6.82% |
$16.6K - $18.5K
|
15.5K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.49K- 7.19% |
$21.7K - $24.1K
|
19.2K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.87K- 2.27% |
$27.4K - $30.4K
|
80.8K
$1.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.98K- 5.03% |
$29K - $32.2K
|
37.4K
$622K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.17K- 6.39% |
$31.8K - $35.3K
|
31.8K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.27K- 0.65% |
$47.8K - $53K
|
496K
$8.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.85K- 28.78% |
$56.3K - $62.5K
|
9.54K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.69K- 19.85% |
$68.5K - $76.1K
|
18.9K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-9.45K- 15.96% |
$138K - $153K
|
49.7K
$827K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-13.7K- 25.47% |
$200K - $222K
|
40K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.7K- 5.24% |
$216K - $239K
|
267K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25.6K- 17.58% |
$374K - $415K
|
120K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.7K- 44.26% |
$464K - $515K
|
40K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-41.8K- 7.21% |
$610K - $678K
|
537K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.3K- 10.34% |
$633K - $703K
|
376K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-391K- 87.88% |
$5.71M - $6.34M
|
53.9K
$895K
|