J.W. Cole Advisors, Inc. Calamos Long/Short Equity & Dynamic Income Trust Transaction History

J.W. Cole Advisors, Inc.

  • $2.33 Billion
  • Q3 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Calamos Long/Short Equity & Dynamic Income Trust stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 49,285 shares of CPZ stock, worth $751,596. This represents 0.03% of its overall portfolio holdings.

Number of Shares
49,285
Previous 16,598 196.93%
Holding current value
$751,596
Previous $253,000 205.53%
% of portfolio
0.03%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$15.15 - $15.95 $495,208 - $521,357
32,687 Added 196.93%
49,285 $773,000
Q2 2024

Aug 08, 2024
BUY
$14.93 - $15.79 $247,808 - $262,082
16,598 New
16,598 $253,000

Others Institutions Holding CPZ

# of Institutions
50
Shares Held
6.71M
Call Options Held
0
Put Options Held
0
View Full List

About Calamos Long/Short Equity & Dynamic Income Trust

CPZ Quotes by TradingView
  • Ticker CPZ
  • Exchange NASDAQ
  • Sector N/A
  • Industry N/A
More about CPZ
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