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 55 institutions that hold shares in the stock, with a total of 7.06 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
41,097
shares
|
$630,017
0.01% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
39,150
shares
|
$600,169
0.12% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,018
shares
|
$521,495
0.0% of portfolio
|
Q1 2025
Reduced 20.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
32,694
shares
|
$501,199
0.0% of portfolio
|
Q4 2024
Reduced 74.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
28,875
shares
|
$442,653
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
28,417
shares
|
$435,632
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
25,754
shares
|
$394,808
0.0% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
20,667
shares
|
$316,825
0.0% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
19,929
shares
|
$305,511
0.01% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
16,573
shares
|
$254,064
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,458
shares
|
$252,301
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
13,300
shares
|
$203,889
0.09% of portfolio
|
Q2 2024
Added 43.01%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,452
shares
|
$175,559
0.09% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
11,206
shares
|
$171,787
0.01% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,719
shares
|
$103,002
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,555
shares
|
$54,498
0.0% of portfolio
|
Q3 2023
Reduced 23.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,500
shares
|
$53,655
0.0% of portfolio
|
Q4 2024
Added 55.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,400
shares
|
$36,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,500
shares
|
$22,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,170
shares
|
$17,936
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,150
shares
|
$17,629
0.0% of portfolio
|
Q3 2023
Reduced 23.33%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,105
shares
|
$16,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,050
shares
|
$16,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
700
shares
|
$10,731
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
61
shares
|
$935
0.0% of portfolio
|
Q1 2025
New holding
|