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 $79.4M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 37 | 42 | +5 |
| Shares | 6.42M | 6.10M | −323.4K (−5.0%) |
| Value | $133.4M | $124.1M | −$9.36M (−7.0%) |
New holders (11)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| SkyView Investment Advisors, LLC | 163,494 | $3.33M | 0.94% |
| D.A. Davidson & Co. | 19,538 | $398.0K | 0.00% |
| San Luis Wealth Advisors LLC | 17,442 | $355.0K | 0.20% |
| Guggenheim Capital LLC | 13,695 | $279.0K | 0.00% |
| Scotia Capital Inc. | 10,482 | $213.0K | 0.00% |
| Harbour Investments, Inc. | 3,965 | $81.0K | 0.00% |
| FNY Investment Advisers, LLC | 1,500 | $30.0K | 0.01% |
| Tower View Investment Management & Research LLC | 1,000 | $20.0K | 0.01% |
| Koshinski Asset Management, Inc. | 645 | $13.1K | 0.00% |
| Tower Research Capital LLC (TRC) | 425 | $9.00K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (6)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| SeaCrest Wealth Management, LLC | 64,244 | $1.33M |
| Cornerstone Advisors, LLC | 38,100 | $793.0K |
| Virtu Financial LLC | 16,588 | $345.0K |
| Arkadios Wealth Advisors | 8,402 | $174.0K |
| Blue Bell Private Wealth Management, LLC | 1,396 | $29.0K |
| Northwestern Mutual Wealth Management Co | 20 | $0 |