Calamos Long/Short Equity & Dynamic Income Trust
CPZ- Exchange
- Nasdaq
- SEC CIK
- 0001717457
No open-market purchases or sales by Calamos Long/Short Equity & Dynamic Income Trust insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $79.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 62
- +5 vs. Q1 2026
- Shares held
- 6.09M
- +286.0K (+4.9%) vs. Q1 2026
- Total value
- $79.8M
- +$948.9K (+1.2%) vs. Q1 2026
- New holders
- 14
- 23 more added
- Sold out
- 9
- 16 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CPZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $79.8M |
| Q1 2026 | 58 | $79.6M |
| Q4 2025 | 59 | $90.3M |
| Q3 2025 | 59 | $94.6M |
| Q2 2025 | 54 | $97.4M |
| Q1 2025 | 52 | $96.7M |
| Q4 2024 | 50 | $100.5M |
| Q3 2024 | 47 | $105.0M |
| Q2 2024 | 49 | $96.5M |
| Q1 2024 | 52 | $138.2M |
| Q4 2023 | 49 | $109.9M |
| Q3 2023 | 48 | $87.9M |
| Q2 2023 | 49 | $86.7M |
| Q1 2023 | 48 | $81.9M |
| Q4 2022 | 56 | $84.0M |
| Q3 2022 | 46 | $79.0M |
| Q2 2022 | 44 | $89.4M |
| Q1 2022 | 37 | $107.4M |
| Q4 2021 | 40 | $115.2M |
| Q3 2021 | 42 | $124.1M |
| Q2 2021 | 37 | $133.4M |
| Q1 2021 | 34 | $142.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 833,063 | $10.9M | 0.00% | −148,184−15.1% | Reduced |
| Sit Investment Associates Inc | 827,578 | $10.8M | 0.20% | −151,333−15.5% | Reduced |
| Rivernorth Capital Management, LLC | 465,879 | $6.09M | 0.29% | +3,368+0.7% | Added |
| Raymond James Financial Inc | 384,849 | $5.03M | 0.00% | +20,598+5.7% | Added |
| Penserra Capital Management LLC | 355,241 | $4.65M | 0.04% | +13,534+4.0% | Added |
| Saba Capital Management, L.P. | 335,551 | $4.39M | 0.13% | +335,551 | New |
| LPL Financial LLC | 309,510 | $4.05M | 0.00% | +46,994+17.9% | Added |
| Wells Fargo & Company | 226,846 | $2.97M | 0.00% | −11,305−4.7% | Reduced |
| Oppenheimer & Co Inc | 222,701 | $2.91M | 0.03% | −2,810−1.2% | Reduced |
| Shaker Financial Services, LLC | 184,023 | $2.41M | 0.75% | +60,065+48.5% | Added |
| Atlas Wealth LLC | 147,233 | $1.93M | 0.27% | +147,233 | New |
| Closed-End Fund Advisors, Inc. | 143,176 | $1.87M | 1.83% | +4,899+3.5% | Added |
| UBS Group AG | 131,644 | $1.72M | 0.00% | +687+0.5% | Added |
| Advisors Asset Management, Inc. | 122,651 | $1.60M | 0.02% | −69,888−36.3% | Reduced |
| Advisor Group Holdings, Inc. | 111,689 | $1.46M | 0.00% | +17,893+19.1% | Added |
| TrueMark Investments, LLC | 90,879 | $1.19M | 0.15% | +6,003+7.1% | Added |
| Stephens Inc | 84,912 | $1.11M | 0.01% | +21,022+32.9% | Added |
| Janney Montgomery Scott LLC | 83,886 | $1.10M | 0.00% | −180.0% | Reduced |
| Stifel Financial Corp | 77,441 | $1.01M | 0.00% | −1,604−2.0% | Reduced |
| Evolve Private Wealth, LLC | 67,711 | $885.7K | 0.05% | −915−1.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 59,902 | $783.5K | 0.10% | +14,072+30.7% | Added |
| Envestnet Asset Management Inc | 59,335 | $776.1K | 0.00% | +42,860+260.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,070 | $746.0K | 0.00% | +20,779+57.3% | Added |
| Kestra Advisory Services, LLC | 55,890 | $731.0K | 0.00% | +377+0.7% | Added |
| Concurrent Investment Advisors, LLC | 47,997 | $627.8K | 0.01% | −3,862−7.4% | Reduced |
| Royal Bank of Canada | 44,951 | $588.0K | 0.00% | −13,520−23.1% | Reduced |
| Brookstone Capital Management | 43,831 | $573.3K | 0.01% | +5,573+14.6% | Added |
| Logan Stone Capital, LLC | 41,166 | $538.5K | 0.11% | +6,988+20.4% | Added |
| Guggenheim Capital LLC | 39,063 | $510.9K | 0.00% | +12,281+45.9% | Added |
| Cetera Investment Advisers | 38,843 | $508.1K | 0.00% | +2,373+6.5% | Added |
| Almitas Capital LLC | 38,584 | $504.7K | 0.12% | +38,584 | New |
| Wiley Bros.-Aintree Capital, LLC | 35,698 | $466.9K | 0.00% | +1,100+3.2% | Added |
| Readystate Asset Management LP | 28,292 | $370.1K | 0.02% | −21,717−43.4% | Reduced |
| HRT Financial LP | 27,888 | $364.0K | 0.00% | +27,888 | New |
| Wealth Enhancement Advisory Services, LLC | 26,744 | $352.8K | 0.00% | +13,263+98.4% | Added |
| Apollon Wealth Management, LLC | 19,662 | $257.2K | 0.00% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 18,362 | $241.6K | 0.02% | +1,785+10.8% | Added |
| IMC-Chicago, LLC | 17,816 | $233.0K | 0.00% | +17,816 | New |
| Bleakley Financial Group, LLC | 16,900 | $221.1K | 0.00% | +16,900 | New |
| Fifth Third Bancorp | 16,868 | $220.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,566 | $216.7K | 0.00% | −1,815−9.9% | Reduced |
| VestGen Advisors, LLC | 16,450 | $215.2K | 0.01% | −2,745−14.3% | Reduced |
| Jane Street Group, LLC | 16,444 | $215.1K | 0.00% | +323+2.0% | Added |
| Marex Group plc | 16,119 | $210.8K | 0.00% | +16,119 | New |
| XTX Topco Ltd | 15,299 | $200.1K | 0.00% | +15,299 | New |
| Citadel Advisors LLC | 12,837 | $167.9K | 0.00% | +12,837 | New |
| Wedbush Securities Inc | 12,136 | $159.0K | 0.00% | −2,381−16.4% | Reduced |
| Invesco Ltd. | 11,113 | $145.4K | 0.00% | −128−1.1% | Reduced |
| Spirepoint Private Client, LLC | 10,612 | $138.8K | 0.01% | +10,612 | New |
| Integrated Advisors Network LLC | 10,306 | $134.8K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7,120 | $93.1K | 0.01% | +7,120 | New |
| Huntington National Bank | – | $44.5K | 0.00% | – | New |
| AdvisorNet Financial, Inc | 2,422 | $31.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 864 | $11.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 739 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 741 | $9.69K | 0.00% | +741 | New |
| Harbour Investments, Inc. | 695 | $9.09K | 0.00% | −320−31.5% | Reduced |
| Spire Wealth Management | 600 | $7.85K | 0.00% | +185+44.6% | Added |
| Highline Wealth Partners LLC | 200 | $2.62K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 66 | $864 | 0.00% | +66 | New |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −62,150−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −41,873−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −41,873−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −41,544−100.0% | Sold out |
| B&L Asset Management LLC | 0 | $0 | 0.00% | −30,991−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,287−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Integrity Wealth Advisors, Inc. | – | – | – | – | Not filed |