Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.3K+ 57.42% |
$419K - $450K
|
77.6K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.3K+ 7.85% |
$63.7K - $68.3K
|
59.1K
$925K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 9.81% |
$46.8K - $50.2K
|
35.4K
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.02K+ 7.93% |
$44.7K - $48K
|
41.1K
$644K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$22.2K - $23.8K
|
1.5K
$23.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
515+ 3.33% |
$7.63K - $8.18K
|
16K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.96% |
$14.8 - $15.9
|
52
$814
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.03K- 3.28% |
$30.1K - $32.3K
|
59.9K
$938K
|