Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
166K+ 70.42% |
$2.41M - $2.63M
|
401K
$6.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
95KNew |
$1.38M - $1.51M
|
95K
$1.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
74.6K+ 18.18% |
$1.09M - $1.18M
|
485K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
61.3K+ 135.19% |
$893K - $974K
|
107K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
60.5K+ 7.88% |
$881K - $961K
|
829K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
58.9K+ 18.22% |
$857K - $935K
|
382K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.5KNew |
$677K - $738K
|
46.5K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.6K+ 131.19% |
$663K - $724K
|
80.3K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 2.82% |
$418K - $456K
|
1.05M
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
24K+ 31.18% |
$350K - $381K
|
101K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 30.82% |
$272K - $297K
|
79.3K
$1.21M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.2KNew |
$236K - $257K
|
16.2K
$247K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 11.98% |
$197K - $214K
|
126K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12K+ 8.04% |
$174K - $190K
|
161K
$2.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.06K+ 10.12% |
$59K - $64.4K
|
44.1K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
3.46K+ 6.02% |
$50.4K - $54.9K
|
60.9K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 6.58% |
$44.4K - $48.4K
|
49.4K
$754K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 3.94% |
$40.1K - $43.7K
|
72.6K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.93K+ 2.52% |
$28.1K - $30.6K
|
78.3K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.8K+ 4.22% |
$26.2K - $28.6K
|
44.4K
$677K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.6K+ 18.94% |
$23.3K - $25.4K
|
10K
$153K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 5.67% |
$15.1K - $16.4K
|
19.3K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
989+ 9.0% |
$14.4K - $15.7K
|
12K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
424+ 2.09% |
$6.17K - $6.73K
|
20.7K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21+ 14.38% |
$306 - $333
|
167
$2.55K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 23.33% |
$5.1K - $5.56K
|
1.15K
$17.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-625- 1.95% |
$9.1K - $9.93K
|
31.4K
$478K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-739- 2.6% |
$10.8K - $11.7K
|
27.7K
$422K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.08K- 23.22% |
$15.7K - $17.1K
|
3.56K
$54.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 10.55% |
$29.1K - $31.8K
|
17K
$258K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.5K- 14.45% |
$36.4K - $39.7K
|
14.8K
$226K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.86K- 5.72% |
$41.6K - $45.4K
|
47.1K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-8.03K- 98.08% |
$117K - $127K
|
157
$2.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-8.07K- 11.94% |
$117K - $128K
|
59.5K
$907K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.98K- 24.06% |
$131K - $143K
|
28.3K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.72K- 68.65% |
$141K - $154K
|
4.44K
$67.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-24.7K- 12.61% |
$359K - $392K
|
171K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34K- 15.65% |
$495K - $539K
|
183K
$2.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-95.1K- 45.3% |
$1.39M - $1.51M
|
115K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-133K- 24.08% |
$1.93M - $2.11M
|
418K
$6.38M
|