Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
216K+ 31.17% |
$3.97M - $4.53M
|
910K
$13.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
91K+ 56.33% |
$1.67M - $1.91M
|
253K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.6K+ 17.91% |
$1.46M - $1.67M
|
524K
$8.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
43.7K+ 376.37% |
$803K - $917K
|
55.4K
$848K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.2K+ 3.74% |
$792K - $904K
|
1.2M
$18.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
23KNew |
$421K - $481K
|
23K
$352K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.1K+ 153.73% |
$387K - $441K
|
34.7K
$532K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.5KNew |
$230K - $263K
|
12.5K
$192K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.5K+ 10.09% |
$193K - $221K
|
115K
$1.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.1K+ 31.01% |
$149K - $170K
|
34.2K
$524K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.31K+ 17.92% |
$97.4K - $111K
|
34.9K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.34K+ 9.9% |
$79.7K - $90.9K
|
48.2K
$738K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
4.03K+ 38.4% |
$73.9K - $84.3K
|
14.5K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.9K+ 919.81% |
$71.6K - $81.7K
|
4.32K
$66.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.22KNew |
$22.3K - $25.5K
|
1.22K
$18.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 8.17% |
$18.4K - $21K
|
13.2K
$203K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
850+ 21.44% |
$15.6K - $17.8K
|
4.82K
$73.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
503New |
$9.24K - $10.5K
|
503
$7.71K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
310+ 2.04% |
$5.69K - $6.49K
|
15.5K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
80+ 0.46% |
$1.47K - $1.68K
|
17.5K
$268K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-56Closed |
$1.03K - $1.17K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-175- 0.77% |
$3.21K - $3.67K
|
22.7K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-425Closed |
$7.8K - $8.9K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-765Closed |
$14K - $16K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$18.4K - $21K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.5KClosed |
$27.5K - $31.4K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.32K- 13.6% |
$60.9K - $69.5K
|
21.1K
$323K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-4.59K- 13.1% |
$84.3K - $96.2K
|
30.5K
$467K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-6.54K- 4.0% |
$120K - $137K
|
157K
$2.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.4K- 37.95% |
$301K - $343K
|
26.8K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-27.7K- 4.64% |
$509K - $581K
|
570K
$8.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.3K- 47.92% |
$593K - $677K
|
35.1K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-47.6K- 6.46% |
$873K - $996K
|
689K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.8K- 11.02% |
$970K - $1.11M
|
427K
$6.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-132KClosed |
$2.42M - $2.76M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-402K- 53.59% |
$7.39M - $8.43M
|
348K
$5.34M
|