Calamos Long/Short Equity & Dynamic Income Trust CPZ

CPZ Quotes by TradingView
Institutional shares held 7.05 Million
0 calls
0 puts
Total value of holdings $107M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 54

Quarterly Institutional Activity in CPZ

Shares Bought
Shares Sold
View Transactions

Top Institutions Holding CPZ

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Latest Institutional Activity in CPZ

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 52.1K ($788K)
16.7K Shares purchased
47.37% Added
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 20.7K ($313K)
1.71K Shares purchased
9.0% Added
Q1 2025
Advisor Net Financial, Inc Shares Held: 1.05K ($15.9K)
1.05K Shares purchased
New Holding
Q4 2024
Raymond James Financial Inc Shares Held: 305K ($4.62M)
305K Shares purchased
New Holding
Q4 2024
Sit Investment Associates Inc Shares Held: 1.01M ($15.2M)
129K Shares purchased
14.69% Added
View All Buyers

Top Sells

Q1 2025
Integrated Advisors Network LLC Shares Held: 11.2K ($170K)
150 Shares sold
1.32% Reduced
Q4 2024
Citadel Advisors LLC Shares Held: 32.7K ($495K)
96.7K Shares sold
74.73% Reduced
Q4 2024
Saba Capital Management, L.P. Shares Held: 917K ($13.9M)
86.2K Shares sold
8.6% Reduced
Q4 2024
Wells Fargo & Company Shares Held: 309K ($4.68M)
51.4K Shares sold
14.25% Reduced
Q4 2024
Aqr Arbitrage LLC Shares Held: 49.4K ($748K)
51K Shares sold
50.79% Reduced
View All Sellers

About CPZ

CPZ Chart by TradingView
CPZ Fundamental Data by TradingView

Insider Transactions at CPZ

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
Jan 30 2025
Thomas E Herman VP and CFO
SELL
Open market or private sale
Direct
13,391 -100.0%
$200,865 $15.62 P/Share
Jan 29 2025
Thomas E Herman VP and CFO
SELL
Open market or private sale
Direct
13,392 -50.0%
$200,880 $15.58 P/Share
Jan 08 2025
Christopher M Toub Director
BUY
Open market or private purchase
Direct
1,500 +33.33%
$22,500 $15.2 P/Share
Sep 19 2024
John S. Koudounis Vice President
SELL
Open market or private sale
Direct
24,739 -100.0%
$371,085 $15.41 P/Share
May 01 2024
Thomas E Herman VP and CFO
BUY
Open market or private purchase
Direct
16,308 +19.19%
$244,620 $15.55 P/Share
Feb 14 2024
Mark Mickey Chief Compliance Officer
BUY
Open market or private purchase
Direct
1,500 +50.0%
$21,000 $14.9 P/Share
Dec 20 2023
John P Sr Calamos President and Chairman
BUY
Open market or private purchase
Indirect
18,000 +2.26%
$252,000 $14.84 P/Share
Dec 20 2023
John S. Koudounis Vice President
SELL
Open market or private sale
Indirect
5,400 -48.61%
$75,600 $14.89 P/Share
Dec 19 2023
John P Sr Calamos President and Chairman
BUY
Open market or private purchase
Indirect
15,813 +3.82%
$221,382 $14.76 P/Share
Dec 18 2023
John P Sr Calamos President and Chairman
BUY
Open market or private purchase
Indirect
25,000 +3.97%
$350,000 $14.75 P/Share
Jun 21 2021
Christopher M Toub Director
BUY
Open market or private purchase
Direct
250 +14.29%
$5,000 $20.98 P/Share
Jun 18 2021
Christopher M Toub Director
BUY
Open market or private purchase
Direct
250 +16.67%
$5,000 $20.62 P/Share
May 21 2021
John S. Koudounis Vice President
BUY
Open market or private purchase
Direct
12,000 +2.46%
$240,000 $20.81 P/Share
May 21 2021
John P Sr Calamos President and Chairman
BUY
Open market or private purchase
Indirect
5,500 +3.84%
$110,000 $20.82 P/Share
May 20 2021
John P Sr Calamos President and Chairman
BUY
Open market or private purchase
Indirect
41,886 +6.62%
$837,720 $20.69 P/Share
Mar 22 2021
Christopher M Toub Director
BUY
Open market or private purchase
Direct
1,000 +50.0%
$19,000 $19.84 P/Share
Feb 26 2021
Robert Behan Vice President
BUY
Open market or private purchase
Direct
1,000 +50.0%
$18,000 $18.6 P/Share
Feb 25 2021
John S. Koudounis Vice President
BUY
Open market or private purchase
Indirect
5,400 +17.06%
$97,200 $18.53 P/Share
Feb 24 2021
Thomas E Herman VP and CFO
BUY
Open market or private purchase
Direct
10,475 +26.35%
$199,025 $19.05 P/Share
View All Transactions

Last 12 Months Summary

Buy / Acquisition
17.8K Shares
From 2 Insiders
Open market or private purchase 17.8K shares
Sell / Disposition
51.5K Shares
From 2 Insiders
Open market or private sale 51.5K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on CPZ