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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.3KNew |
$19K - $21.1K
|
1.3K
$19.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
273+ 2.7% |
$3.99K - $4.43K
|
10.4K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$181K - $201K
|
12.4K
$186K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
350+ 3.12% |
$5.12K - $5.68K
|
11.6K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 52.08% |
$18.3K - $20.3K
|
3.65K
$54.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
70New |
$1.02K - $1.14K
|
70
$1.05K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 2.0% |
$17.5K - $19.5K
|
61.2K
$920K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
25.5KNew |
$372K - $413K
|
25.5K
$383K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.7KNew |
$186K - $207K
|
12.7K
$192K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 0.2% |
$1.96K - $2.17K
|
67.4K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.49K- 7.19% |
$21.7K - $24.1K
|
19.2K
$289K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-37Closed |
$552 - $582
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
739New |
$11K - $11.6K
|
739
$11.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$74.6K - $78.7K
|
5K
$75.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3KNew |
$44.7K - $47.2K
|
3K
$45.2K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-96.7K- 74.73% |
$1.43M - $1.54M
|
32.7K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-51K- 50.79% |
$756K - $810K
|
49.4K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5New |
$74.1 - $79.5
|
5
$75.3
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.96% |
$14.8 - $15.9
|
52
$783
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$22.2K - $23.8K
|
1.5K
$22.6K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.5KNew |
$280K - $295K
|
18.5K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-63.4K- 65.56% |
$960K - $1.01M
|
33.3K
$501K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
100+ 0.6% |
$1.52K - $1.6K
|
16.7K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.8K+ 27.2% |
$300K - $316K
|
92.6K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 8.5% |
$189K - $199K
|
160K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
30New |
$455 - $479
|
30
$452
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-102K- 87.07% |
$1.52M - $1.61M
|
15.2K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-74.9K- 77.25% |
$1.12M - $1.18M
|
22K
$332K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-34.4K- 61.46% |
$514K - $543K
|
21.6K
$325K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
10KNew |
$149K - $158K
|
10K
$151K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.17KNew |
$17.5K - $18.5K
|
1.17K
$17.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
30.1KNew |
$449K - $475K
|
30.1K
$453K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.3K+ 155.68% |
$243K - $258K
|
26.8K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
800New |
$11.9K - $12.6K
|
800
$12K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
197New |
$2.86K - $3.04K
|
197
$2.96K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-279- 1.48% |
$4.05K - $4.3K
|
18.6K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
125+ 41.67% |
$1.82K - $1.93K
|
425
$6.4K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
700New |
$10.2K - $10.8K
|
700
$10.5K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$199K - $212K
|
13.7K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$109K - $116K
|
7.5K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.9KNew |
$390K - $414K
|
26.9K
$404K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$143K - $159K
|
10.6K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$142K - $158K
|
10.6K
$159K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.14K+ 9.49% |
$15.3K - $17K
|
13.1K
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
24.8K+ 114.62% |
$333K - $370K
|
46.5K
$699K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
19.4KNew |
$261K - $290K
|
19.4K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
11.8KNew |
$159K - $176K
|
11.8K
$178K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$13.4K - $14.9K
|
1K
$15.1K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-500- 4.06% |
$6.72K - $7.47K
|
11.8K
$178K
|
|