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D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

CPZ holding history

Calamos Long/Short Equity & Dynamic Income Trust in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CPZ overviewAll 13F holders of CPZFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of CPZ by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−14,796−100.0%Sold outHolders
Q3 202314,796$218.8K<0.1%−2,500−14.5%ReducedHolders
Q2 202317,296$267.6K<0.1%00.0%UnchangedHolders
Q1 202317,296$267.2K<0.1%−1,500−8.0%ReducedHolders
Q4 202218,796$285.5K<0.1%−742−3.8%ReducedHolders
Q3 202219,538$292.0K<0.1%−4,000−17.0%ReducedHolders
Q2 202223,538$388.0K<0.1%+4,000+20.5%AddedHolders
Q1 202219,538$398.0K<0.1%00.0%UnchangedHolders
Q4 202119,538$381.0K<0.1%00.0%UnchangedHolders
Q3 202119,538$398.0K<0.1%+19,538NewHolders
Q2 20210$00.0%−10,600−100.0%Sold outHolders
Q1 202110,600$214.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.