Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of Calamos Long/Short Equity & Dynamic Income Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
78.6KNew |
$1.27M - $1.32M
|
78.6K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
69.5K+ 9.65% |
$1.12M - $1.17M
|
790K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.4K+ 40.12% |
$1M - $1.05M
|
218K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
49.3K+ 123.24% |
$794K - $828K
|
89.3K
$1.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
38.1K+ 14.4% |
$614K - $640K
|
303K
$4.56M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
32.6KNew |
$526K - $548K
|
32.6K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
26.6KNew |
$428K - $446K
|
26.6K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17K+ 3.89% |
$275K - $286K
|
455K
$6.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8K+ 23.17% |
$238K - $248K
|
78.6K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.2KNew |
$228K - $238K
|
14.2K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 5.26% |
$226K - $235K
|
281K
$4.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$195K - $203K
|
12.1K
$182K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9K+ 60.61% |
$192K - $201K
|
31.7K
$477K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4KNew |
$183K - $191K
|
11.4K
$171K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10.6KNew |
$170K - $178K
|
10.6K
$159K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6KNew |
$170K - $178K
|
10.6K
$159K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.4KNew |
$168K - $175K
|
10.4K
$157K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.24K+ 3.41% |
$117K - $122K
|
219K
$3.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.18K+ 32.52% |
$99.5K - $104K
|
25.2K
$379K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.87K+ 5.54% |
$94.6K - $98.6K
|
112K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.17K+ 10.68% |
$51K - $53.2K
|
32.8K
$494K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 18.17% |
$45.5K - $47.4K
|
18.4K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.72K+ 3.37% |
$43.8K - $45.7K
|
83.5K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.54K+ 7.98% |
$41K - $42.7K
|
34.4K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.62K+ 13.07% |
$26.2K - $27.3K
|
14.1K
$212K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 5.96% |
$16.1K - $16.8K
|
17.8K
$267K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
947+ 50.67% |
$15.3K - $15.9K
|
2.82K
$42.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
864New |
$13.9K - $14.5K
|
864
$13K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
600+ 2.31% |
$9.67K - $10.1K
|
26.6K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
244+ 0.65% |
$3.93K - $4.1K
|
37.7K
$567K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
234New |
$3.77K - $3.93K
|
234
$3.52K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$3.22K - $3.36K
|
200
$3.01K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
193+ 1.52% |
$3.11K - $3.24K
|
12.9K
$194K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
175+ 0.35% |
$2.82K - $2.94K
|
49.9K
$751K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90+ 0.48% |
$1.45K - $1.51K
|
19K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3+ 2.42% |
$48.3 - $50.4
|
127
$1.91K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-240- 0.42% |
$3.87K - $4.03K
|
57.2K
$861K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-340- 10.26% |
$5.48K - $5.71K
|
2.98K
$44.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-800- 0.07% |
$12.9K - $13.4K
|
1.08M
$16.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.05K- 3.84% |
$16.9K - $17.7K
|
26.4K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.2K- 2.36% |
$19.4K - $20.2K
|
49.8K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.37K- 2.62% |
$38.2K - $39.8K
|
88K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.54K- 47.64% |
$73.2K - $76.3K
|
4.99K
$75.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27K- 22.56% |
$436K - $454K
|
92.8K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-42.5K- 78.96% |
$685K - $714K
|
11.3K
$171K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-64.7K- 40.23% |
$1.04M - $1.09M
|
96.1K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-94.9K- 19.13% |
$1.53M - $1.59M
|
401K
$6.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-109K- 20.27% |
$1.75M - $1.83M
|
428K
$6.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-135K- 35.97% |
$2.18M - $2.27M
|
240K
$3.62M
|
|