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 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
234New |
$3.77K - $3.93K
|
234
$3.52K
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-42.5K- 78.96% |
$685K - $714K
|
11.3K
$171K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.62K+ 13.07% |
$26.2K - $27.3K
|
14.1K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90+ 0.48% |
$1.45K - $1.51K
|
19K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.54K- 47.64% |
$73.2K - $76.3K
|
4.99K
$75.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.5K+ 9.65% |
$1.12M - $1.17M
|
790K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-64.7K- 40.23% |
$1.04M - $1.09M
|
96.1K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.17K+ 10.68% |
$51K - $53.2K
|
32.8K
$494K
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-109K- 20.27% |
$1.75M - $1.83M
|
428K
$6.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17K+ 3.89% |
$275K - $286K
|
455K
$6.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
49.3K+ 123.24% |
$794K - $828K
|
89.3K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
26.6KNew |
$428K - $446K
|
26.6K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.37K- 2.62% |
$38.2K - $39.8K
|
88K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27K- 22.56% |
$436K - $454K
|
92.8K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-800- 0.07% |
$12.9K - $13.4K
|
1.08M
$16.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-135K- 35.97% |
$2.18M - $2.27M
|
240K
$3.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 5.26% |
$226K - $235K
|
281K
$4.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.4KNew |
$168K - $175K
|
10.4K
$157K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 5.96% |
$16.1K - $16.8K
|
17.8K
$267K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-240- 0.42% |
$3.87K - $4.03K
|
57.2K
$861K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-340- 10.26% |
$5.48K - $5.71K
|
2.98K
$44.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.2KNew |
$228K - $238K
|
14.2K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.4K+ 40.12% |
$1M - $1.05M
|
218K
$3.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.72K+ 3.37% |
$43.8K - $45.7K
|
83.5K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.54K+ 7.98% |
$41K - $42.7K
|
34.4K
$518K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
193+ 1.52% |
$3.11K - $3.24K
|
12.9K
$194K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-94.9K- 19.13% |
$1.53M - $1.59M
|
401K
$6.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.24K+ 3.41% |
$117K - $122K
|
219K
$3.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4KNew |
$183K - $191K
|
11.4K
$171K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
38.1K+ 14.4% |
$614K - $640K
|
303K
$4.56M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.87K+ 5.54% |
$94.6K - $98.6K
|
112K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9K+ 60.61% |
$192K - $201K
|
31.7K
$477K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$195K - $203K
|
12.1K
$182K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.6KNew |
$170K - $178K
|
10.6K
$159K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6KNew |
$170K - $178K
|
10.6K
$159K
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
78.6KNew |
$1.27M - $1.32M
|
78.6K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
175+ 0.35% |
$2.82K - $2.94K
|
49.9K
$751K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8K+ 23.17% |
$238K - $248K
|
78.6K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.05K- 3.84% |
$16.9K - $17.7K
|
26.4K
$397K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 2.42% |
$48.3 - $50.4
|
127
$1.91K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 18.17% |
$45.5K - $47.4K
|
18.4K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
864New |
$13.9K - $14.5K
|
864
$13K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
244+ 0.65% |
$3.93K - $4.1K
|
37.7K
$567K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
32.6KNew |
$526K - $548K
|
32.6K
$491K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
600+ 2.31% |
$9.67K - $10.1K
|
26.6K
$400K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.18K+ 32.52% |
$99.5K - $104K
|
25.2K
$379K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$3.22K - $3.36K
|
200
$3.01K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
947+ 50.67% |
$15.3K - $15.9K
|
2.82K
$42.4K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
396+ 0.78% |
$5.79K - $6.43K
|
51K
$767K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13.2KNew |
$193K - $215K
|
13.2K
$199K
|
|