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 63 institutions that hold shares in the stock, with a total of 6.19 Million shares, which have been reported (via 13F filing form) to have a value of $93.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
37,669
shares
|
$566,918
0.1% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,387
shares
|
$517,524
0.0% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
32,815
shares
|
$493,865
0.0% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
32,641
shares
|
$491,247
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
31,664
shares
|
$476,543
0.01% of portfolio
|
Q3 2025
Added 60.61%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
26,560
shares
|
$399,728
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
26,560
shares
|
$399,728
0.18% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
26,379
shares
|
$397,003
0.05% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
25,179
shares
|
$378,943
0.01% of portfolio
|
Q3 2025
Added 32.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
19,016
shares
|
$286,190
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,364
shares
|
$276,378
0.0% of portfolio
|
Q3 2025
Added 18.17%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
17,766
shares
|
$267,378
0.0% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
15,588
shares
|
$234,599
0.0% of portfolio
|
Q4 2025
Reduced 18.73%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
14,152
shares
|
$212,987
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,054
shares
|
$211,512
0.0% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
13,229
shares
|
$199,096
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
12,911
shares
|
$194,310
0.01% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
12,109
shares
|
$182,240
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
11,556
shares
|
$173,917
0.01% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,452
shares
|
$172,352
0.09% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,389
shares
|
$171,404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,330
shares
|
$170,516
0.01% of portfolio
|
Q3 2025
Reduced 78.96%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
10,572
shares
|
$159,108
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
10,572
shares
|
$159,108
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
10,422
shares
|
$156,851
0.0% of portfolio
|
Q3 2025
New holding
|
|