Institutional Ownership Calamos Long/Short Equity & Dynamic Income Trust (CPZ)
This table provides information about the institutional ownership of Calamos Long/Short Equity & Dynamic Income Trust (CPZ). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
1,007,522
shares
|
$15.6 Million
0.34% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
916,845
shares
|
$14.2 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
863,229
shares
|
$13.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
583,648
shares
|
$9.06 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
486,773
shares
|
$7.55 Million
0.14% of portfolio
|
Q4 2024
Added 24.23%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
442,750
shares
|
$6.87 Million
0.0% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
309,365
shares
|
$4.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
305,270
shares
|
$4.74 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
280,356
shares
|
$4.35 Million
0.08% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
197,120
shares
|
$3.06 Million
0.04% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
160,854
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,652
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
132,265
shares
|
$2.05 Million
0.02% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
114,315
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
92,596
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 27.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
82,700
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
77,586
shares
|
$1.2 Million
0.05% of portfolio
|
Q4 2024
Added 57.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
69,369
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
59,870
shares
|
$929,182
0.01% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
59,050
shares
|
$916,456
0.01% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
51,423
shares
|
$798,084
0.0% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
50,881
shares
|
$789,673
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
49,416
shares
|
$766,936
0.04% of portfolio
|
Q4 2024
Reduced 50.79%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
49,239
shares
|
$764,189
0.29% of portfolio
|
Q4 2024
Added 132.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
42,944
shares
|
$666,490
0.0% of portfolio
|
Q4 2024
Reduced 24.62%
|