Latest Institutional Transactions on Calamos Long/Short Equity & Dynamic Income Trust (CPZ)
This table provides information on the latest institutional transactions involving Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-72.4K- 15.45% |
$1.1M - $1.15M
|
396K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
1.26K+ 0.13% |
$19K - $20K
|
1M
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.5KNew |
$280K - $295K
|
18.5K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
16.9K+ 12.58% |
$255K - $269K
|
151K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4KNew |
$36.4K - $38.3K
|
2.4K
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-898- 3.43% |
$13.6K - $14.3K
|
25.3K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
172+ 0.19% |
$2.61K - $2.74K
|
89.4K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.38K+ 156.07% |
$20.8K - $21.9K
|
2.26K
$34.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
129KNew |
$1.96M - $2.06M
|
129K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-58.3K- 36.71% |
$883K - $929K
|
100K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
3.97K+ 0.68% |
$60.1K - $63.3K
|
584K
$8.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.8K- 16.6% |
$209K - $220K
|
69.3K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-461- 2.56% |
$6.98K - $7.35K
|
17.6K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 5.44% |
$791K - $832K
|
907K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
99.9K+ 12.83% |
$1.51M - $1.59M
|
878K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.85K+ 15.05% |
$104K - $109K
|
52.3K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.46K- 0.95% |
$52.4K - $55.2K
|
361K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 66.26% |
$174K - $183K
|
28.9K
$440K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.48K+ 8.51% |
$144K - $151K
|
121K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.94K+ 16.42% |
$59.7K - $62.8K
|
27.9K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
261KNew |
$3.96M - $4.17M
|
261K
$3.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
109K+ 38.47% |
$1.65M - $1.74M
|
392K
$5.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-63.4K- 65.56% |
$960K - $1.01M
|
33.3K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.88K+ 6.5% |
$104K - $110K
|
113K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-900- 2.31% |
$13.6K - $14.4K
|
38.1K
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-542- 2.16% |
$8.21K - $8.64K
|
24.5K
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.06K+ 1.59% |
$46.4K - $48.8K
|
196K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
5.92K+ 38.74% |
$89.6K - $94.4K
|
21.2K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
100+ 0.6% |
$1.52K - $1.6K
|
16.7K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.2KNew |
$488K - $514K
|
32.2K
$491K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.3K+ 13.91% |
$65.1K - $68.5K
|
35.2K
$537K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.03K- 1.63% |
$15.5K - $16.3K
|
61.9K
$944K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05K+ 7.66% |
$61.4K - $64.6K
|
57K
$869K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.7K+ 196.93% |
$495K - $521K
|
49.3K
$752K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.41K- 4.48% |
$21.4K - $22.5K
|
30.1K
$459K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
200+ 0.37% |
$3.03K - $3.19K
|
54.8K
$835K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
51New |
$773 - $813
|
51
$778
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.8K+ 27.2% |
$300K - $316K
|
92.6K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 8.5% |
$189K - $199K
|
160K
$2.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
30New |
$455 - $479
|
30
$458
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
290+ 1.91% |
$4.39K - $4.63K
|
15.5K
$236K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-102K- 87.07% |
$1.52M - $1.61M
|
15.2K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-74.9K- 77.25% |
$1.12M - $1.18M
|
22K
$336K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-34.4K- 61.46% |
$514K - $543K
|
21.6K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17KNew |
$17.5K - $18.5K
|
1.17K
$17.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$149K - $158K
|
10K
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
30.1KNew |
$449K - $475K
|
30.1K
$459K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.3K+ 155.68% |
$243K - $258K
|
26.8K
$408K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
800New |
$11.9K - $12.6K
|
800
$12.2K
|
|