Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
77.8K+ 10.89% |
$1.15M - $1.45M
|
792K
$12.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
37K+ 8.02% |
$546K - $691K
|
499K
$7.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.7K+ 4.55% |
$379K - $480K
|
590K
$9M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20K+ 42.06% |
$295K - $373K
|
67.5K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.8K+ 51.08% |
$278K - $352K
|
55.7K
$850K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 101.71% |
$225K - $285K
|
30.2K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.7K+ 140.97% |
$216K - $274K
|
25.1K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.4K+ 6.12% |
$198K - $251K
|
233K
$3.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12.2KNew |
$180K - $228K
|
12.2K
$186K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6KNew |
$156K - $198K
|
10.6K
$162K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.2KNew |
$151K - $191K
|
10.2K
$156K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
10KNew |
$148K - $187K
|
10K
$153K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.77K+ 25.27% |
$144K - $182K
|
48.4K
$739K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.18K+ 15.04% |
$76.4K - $96.7K
|
39.6K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5K+ 115.63% |
$73.8K - $93.4K
|
9.32K
$142K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.82K+ 12.61% |
$71.1K - $90K
|
43K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.48K+ 4.0% |
$66.1K - $83.6K
|
117K
$1.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.88K+ 27.52% |
$57.2K - $72.4K
|
18K
$274K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.87K+ 15.1% |
$57.1K - $72.3K
|
29.5K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.23K+ 3.45% |
$32.9K - $41.6K
|
66.8K
$1.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
1.72K+ 5.06% |
$25.3K - $32K
|
35.6K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.61K+ 7.6% |
$23.7K - $30.1K
|
22.8K
$348K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.61K+ 8.92% |
$23.7K - $30K
|
19.6K
$299K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 8.16% |
$14.8K - $18.7K
|
13.3K
$202K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
624+ 3.52% |
$9.2K - $11.7K
|
18.4K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
384New |
$5.66K - $7.17K
|
384
$5.86K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200New |
$2.95K - $3.74K
|
200
$3.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
63+ 0.38% |
$929 - $1.18K
|
16.8K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 2.47% |
$192 - $243
|
539
$8.22K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-48- 0.44% |
$708 - $897
|
10.9K
$167K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-491- 1.63% |
$7.24K - $9.17K
|
29.6K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-645- 2.79% |
$9.51K - $12K
|
22.5K
$343K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.49K- 8.83% |
$36.8K - $46.6K
|
25.7K
$392K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4K- 16.99% |
$59K - $74.7K
|
19.5K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.6K- 26.74% |
$157K - $199K
|
29.1K
$444K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-38.6K- 56.08% |
$570K - $722K
|
30.3K
$462K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-42.4K- 20.17% |
$625K - $792K
|
168K
$2.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-46.6K- 6.85% |
$688K - $871K
|
634K
$9.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68K- 5.98% |
$1M - $1.27M
|
1.07M
$16.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-217K- 37.91% |
$3.21M - $4.06M
|
356K
$5.43M
|