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, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-74.9K- 77.25% |
$1.12M - $1.18M
|
22K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-34.4K- 61.46% |
$514K - $543K
|
21.6K
$326K
|
|
|
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
$17.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
30.1KNew |
$449K - $475K
|
30.1K
$455K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.3K+ 155.68% |
$243K - $258K
|
26.8K
$405K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
800New |
$11.9K - $12.6K
|
800
$12.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
4K+ 43.01% |
$59.7K - $63.2K
|
13.3K
$201K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.31KNew |
$48K - $51K
|
3.31K
$50K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
197New |
$2.86K - $3.04K
|
197
$2.98K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-279- 1.48% |
$4.05K - $4.3K
|
18.6K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.01K- 58.04% |
$29.2K - $31K
|
1.45K
$22K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
125+ 41.67% |
$1.82K - $1.93K
|
425
$6.43K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
700New |
$10.2K - $10.8K
|
700
$10.6K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$199K - $212K
|
13.7K
$208K
|
|
|
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
$406K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$143K - $159K
|
10.6K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$142K - $158K
|
10.6K
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.14K+ 9.49% |
$15.3K - $17K
|
13.1K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
24.8K+ 114.62% |
$333K - $370K
|
46.5K
$703K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
19.4KNew |
$261K - $290K
|
19.4K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
11.8KNew |
$159K - $176K
|
11.8K
$179K
|
|
|
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
$179K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.08K- 23.22% |
$15.7K - $17.1K
|
3.56K
$53.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.98K- 24.06% |
$131K - $143K
|
28.3K
$429K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.5K- 14.45% |
$36.4K - $39.7K
|
14.8K
$224K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-350- 23.33% |
$5.1K - $5.56K
|
1.15K
$17.4K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
243+ 0.8% |
$3.57K - $3.81K
|
30.6K
$464K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6.72KNew |
$98.7K - $105K
|
6.72K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$261K - $279K
|
17.8K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
13KNew |
$190K - $203K
|
13K
$196K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.5KNew |
$37K - $42.8K
|
2.5K
$37.8K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
392+ 2.43% |
$5.79K - $6.7K
|
16.5K
$250K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
218+ 1.94% |
$3.22K - $3.73K
|
11.5K
$173K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
146New |
$2.15K - $2.39K
|
146
$2.21K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.53K- 23.06% |
$66.6K - $74.2K
|
15.1K
$229K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$3.68K - $4.1K
|
250
$3.78K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-100- 0.94% |
$1.47K - $1.64K
|
10.5K
$159K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 2.47% |
$192 - $243
|
539
$8.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.23K+ 3.45% |
$32.9K - $41.6K
|
66.8K
$1.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
10KNew |
$148K - $187K
|
10K
$151K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.2KNew |
$151K - $191K
|
10.2K
$155K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
958New |
$15.3K - $19.6K
|
958
$14.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
10.4KNew |
$166K - $213K
|
10.4K
$157K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
900New |
$14.4K - $18.4K
|
900
$13.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.16KClosed |
$18.5K - $23.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-56Closed |
$1.03K - $1.17K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$18.4K - $21K
|
0
$0
|
|