Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
287K+ 2353.76% |
$4.23M - $4.71M
|
299K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
96.3KNew |
$1.42M - $1.58M
|
96.3K
$1.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
90.5K+ 53.97% |
$1.33M - $1.48M
|
258K
$3.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.9K+ 383.4% |
$1.01M - $1.13M
|
86.8K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
39.1KNew |
$575K - $641K
|
39.1K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32K+ 142.1% |
$471K - $524K
|
54.5K
$831K
|
|
|
Feb 10, 2023
Q4 2022
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
21.6K+ 105.48% |
$319K - $355K
|
42.2K
$643K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.3KNew |
$313K - $349K
|
21.3K
$324K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
20.9KNew |
$307K - $342K
|
20.9K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$276K - $307K
|
18.7K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.2K+ 64.6% |
$238K - $266K
|
41.3K
$629K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
16.2KNew |
$238K - $265K
|
16.2K
$246K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.9K+ 69.62% |
$234K - $260K
|
38.7K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9KNew |
$190K - $212K
|
12.9K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
12.5KNew |
$184K - $205K
|
12.5K
$191K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
12.3K+ 34.62% |
$182K - $202K
|
48K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
11.4KNew |
$168K - $187K
|
11.4K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11KNew |
$161K - $180K
|
11K
$167K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 21.07% |
$150K - $167K
|
58.6K
$894K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.98K+ 22.67% |
$132K - $147K
|
48.6K
$741K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.46K+ 24.66% |
$110K - $122K
|
37.7K
$575K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.17K+ 2582.5% |
$76K - $84.7K
|
5.37K
$81.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5K+ 37.74% |
$73.6K - $82K
|
18.3K
$278K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.53K+ 9.06% |
$66.6K - $74.2K
|
54.5K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.84K+ 1000.78% |
$56.6K - $63K
|
4.23K
$64.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.49K+ 5.18% |
$51.4K - $57.3K
|
71K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.25K+ 11.02% |
$47.8K - $53.3K
|
32.7K
$499K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.17K+ 2.72% |
$46.7K - $52K
|
120K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17KNew |
$17.2K - $19.2K
|
1.17K
$17.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
299+ 2.73% |
$4.4K - $4.9K
|
11.2K
$171K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$3.68K - $4.1K
|
250
$3.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
146New |
$2.15K - $2.39K
|
146
$2.23K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
135+ 0.45% |
$1.99K - $2.21K
|
30.4K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
88New |
$1.3K - $1.44K
|
88
$1.34K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-100- 0.94% |
$1.47K - $1.64K
|
10.5K
$160K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-391- 1.32% |
$5.76K - $6.41K
|
29.2K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-631- 1.13% |
$9.29K - $10.3K
|
55.1K
$840K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-682- 4.06% |
$10K - $11.2K
|
16.1K
$246K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-742- 3.8% |
$10.9K - $12.2K
|
18.8K
$287K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-850- 15.51% |
$12.5K - $13.9K
|
4.63K
$70.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.53K- 23.06% |
$66.6K - $74.2K
|
15.1K
$230K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-6.04K- 32.89% |
$88.9K - $99.1K
|
12.3K
$188K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.02K- 96.78% |
$133K - $148K
|
300
$4.58K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.64K- 33.1% |
$142K - $158K
|
19.5K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.2K- 47.59% |
$180K - $201K
|
13.5K
$206K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 28.66% |
$182K - $202K
|
30.7K
$468K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-38.7K- 4.88% |
$569K - $634K
|
754K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43.7K- 18.75% |
$643K - $716K
|
189K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-44.3K- 12.42% |
$651K - $726K
|
312K
$4.76M
|