Calamos Long/Short Equity & Dynamic Income Trust CPZ

Institutional shares held 6.19 Million

0 calls

0 puts

Total value of holdings $93.2M

$0 calls

$0 puts

Market Cap N/A

Institutional ownership N/A

# of Institutions 65

We take great care to ensure that the data presented and summarized in this overview for Calamos Long/Short Equity & Dynamic Income Trust is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in CPZ

Shares Bought

Shares Sold

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Top Institutions Holding CPZ

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Latest Institutional Activity in CPZ

Top Purchases

Q3 2025

True Mark Investments, LLC Shares Held: 78.6K ($1.18M)

78.6K Shares purchased

New Holding

Q3 2025

Morgan Stanley Shares Held: 790K ($11.9M)

69.5K Shares purchased

9.65% Added

Q3 2025

Lpl Financial LLC Shares Held: 218K ($3.28M)

62.4K Shares purchased

40.12% Added

Q3 2025

Integrity Wealth Advisors, Inc. Shares Held: 89.3K ($1.34M)

49.3K Shares purchased

123.24% Added

Q3 2025

Penserra Capital Management LLC Shares Held: 303K ($4.56M)

38.1K Shares purchased

14.4% Added

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Top Sells

Q3 2025

Ubs Group Ag Shares Held: 240K ($3.62M)

135K Shares sold

35.97% Reduced

Q3 2025

Rivernorth Capital Management, LLC Shares Held: 428K ($6.45M)

109K Shares sold

20.27% Reduced

Q3 2025

Advisors Asset Management, Inc. Shares Held: 401K ($6.04M)

94.9K Shares sold

19.13% Reduced

Q3 2025

Cohen & Steers, Inc. Shares Held: 96.1K ($1.45M)

64.7K Shares sold

40.23% Reduced

Q3 2025

Saba Capital Management, L.P. Shares Held: 11.3K ($171K)

42.5K Shares sold

78.96% Reduced

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About CPZ

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
Dec 15 2023	John P Sr Calamos President and Chairman	BUY Open market or private purchase	Indirect	8,695 +20.01%	$121,730 $14.66 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

1.5K Shares

From 1 Insiders

Open market or private purchase	1.5K shares

Sell / Disposition

26.8K Shares

From 1 Insiders

Open market or private sale	26.8K shares

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Calamos Long/Short Equity & Dynamic Income Trust CPZ

Quarterly Institutional Activity in CPZ

Top Institutions Holding CPZ

Latest Institutional Activity in CPZ

Top Purchases

Top Sells

About CPZ

Insider Transactions at CPZ

Insider Transaction List

Last 12 Months Summary

Track Institutional and Insider Activities on CPZ

Institutional Portfolio Updates

Insider Trading

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