Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
305KNew |
$4.52M - $4.85M
|
305K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
129K+ 14.69% |
$1.91M - $2.05M
|
1.01M
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
94.9K+ 24.23% |
$1.41M - $1.51M
|
487K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
50.9KNew |
$754K - $808K
|
50.9K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
46.6K+ 11.77% |
$691K - $741K
|
443K
$6.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.3K+ 57.42% |
$419K - $450K
|
77.6K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
28.1K+ 132.39% |
$416K - $446K
|
49.2K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18.9K+ 7.22% |
$280K - $300K
|
280K
$4.24M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.4KNew |
$168K - $180K
|
11.4K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.3K+ 9.36% |
$168K - $180K
|
132K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10K+ 6.63% |
$148K - $159K
|
161K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.3K+ 7.85% |
$63.7K - $68.3K
|
59.1K
$893K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.97K+ 11.28% |
$58.8K - $63.1K
|
39.2K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 9.81% |
$46.8K - $50.2K
|
35.4K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.02K+ 7.93% |
$44.7K - $48K
|
41.1K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.54K+ 1.36% |
$22.8K - $24.4K
|
114K
$1.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$22.2K - $23.8K
|
1.5K
$22.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.24K+ 55.14% |
$18.4K - $19.8K
|
3.5K
$53K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.11KNew |
$16.4K - $17.6K
|
1.11K
$16.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.06K+ 0.54% |
$15.7K - $16.8K
|
197K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
515+ 3.33% |
$7.63K - $8.18K
|
16K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
496+ 1.78% |
$7.35K - $7.88K
|
28.4K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
456+ 1.8% |
$6.76K - $7.25K
|
25.8K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37+ 0.05% |
$548 - $588
|
69.4K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21+ 0.07% |
$311 - $334
|
28.9K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5New |
$74.1 - $79.5
|
5
$75.7
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.96% |
$14.8 - $15.9
|
52
$787
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-752- 0.13% |
$11.1K - $11.9K
|
584K
$8.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-912- 1.74% |
$13.5K - $14.5K
|
51.4K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1K- 5.69% |
$14.8K - $15.9K
|
16.6K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.03K- 3.28% |
$30.1K - $32.3K
|
59.9K
$906K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.56K- 18.63% |
$67.6K - $72.5K
|
19.9K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.73K- 7.53% |
$99.7K - $107K
|
82.7K
$1.25M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.1K- 36.99% |
$165K - $177K
|
19K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14K- 24.62% |
$208K - $223K
|
42.9K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.7K- 4.82% |
$647K - $694K
|
863K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-51K- 50.79% |
$756K - $810K
|
49.4K
$748K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51.4K- 14.25% |
$762K - $817K
|
309K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-86.2K- 8.6% |
$1.28M - $1.37M
|
917K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-96.7K- 74.73% |
$1.43M - $1.54M
|
32.7K
$495K
|