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Cornerstone Advisors, LLC

SEC CIK
0001775446
Latest filing
Aug 7, 2026

CPZ holding history

Calamos Long/Short Equity & Dynamic Income Trust in every 13F filed by Cornerstone Advisors, LLC, 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 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of CPZ by Cornerstone Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−33,275−100.0%Sold outHolders
Q3 202433,275$522.1K<0.1%−63,354−65.6%ReducedHolders
Q2 202496,629$1.47M0.1%−108,142−52.8%ReducedHolders
Q1 2024204,771$3.16M0.1%−20,869−9.2%ReducedHolders
Q4 2023225,640$3.26M0.1%+54,623+31.9%AddedHolders
Q3 2023171,017$2.53M0.1%−24,687−12.6%ReducedHolders
Q2 2023195,704$3.03M0.1%00.0%UnchangedHolders
Q1 2023195,704$3.02M0.1%−103,655−34.6%ReducedHolders
Q4 2022299,359$4.55M0.2%+287,159+2,353.8%AddedHolders
Q3 202212,200$182.0K<0.1%+12,200NewHolders
Q3 20210$00.0%−38,100−100.0%Sold outHolders
Q2 202138,100$793.0K<0.1%−172,900−81.9%ReducedHolders
Q1 2021211,000$4.24M0.4%––Holders

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