Steward Partners Investment Advisory, LLC Calamos Long/Short Equity & Dynamic Income Trust Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Calamos Long/Short Equity & Dynamic Income Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,650 shares of CPZ stock, worth $54,932. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,650
Previous 3,650 -0.0%
Holding current value
$54,932
Previous $59,000 1.69%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$14.62 - $16.23 $18,275 - $20,287
1,250 Added 52.08%
3,650 $59,000
Q3 2024

Nov 14, 2024
BUY
$15.15 - $15.95 $36,360 - $38,280
2,400 New
2,400 $37,000

Others Institutions Holding CPZ

# of Institutions
65
Shares Held
6.19M
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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