Latest Institutional Purchases of Calamos Long/Short Equity & Dynamic Income Trust (CPZ)
This list provides information on the latest institutional transactions involving Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
11.8KNew |
$159K - $176K
|
11.8K
$179K
|
|
|
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
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1KNew |
$13.4K - $14.9K
|
1K
$15.1K
|
|
| Q2 2023 | |||||||
|
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
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6.72KNew |
$98.7K - $105K
|
6.72K
$102K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
243+ 0.8% |
$3.57K - $3.81K
|
30.6K
$464K
|
|
| 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 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$3.68K - $4.1K
|
250
$3.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
146New |
$2.15K - $2.39K
|
146
$2.21K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.2KNew |
$151K - $191K
|
10.2K
$155K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
10KNew |
$148K - $187K
|
10K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.23K+ 3.45% |
$32.9K - $41.6K
|
66.8K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 2.47% |
$192 - $243
|
539
$8.16K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
10.4KNew |
$166K - $213K
|
10.4K
$157K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
958New |
$15.3K - $19.6K
|
958
$14.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
900New |
$14.4K - $18.4K
|
900
$13.6K
|
|