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.
13F holders, Q2 2022
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Jun 30, 2022. 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
- 44
- +8 vs. Q1 2022
- Shares held
- 5.42M
- +285.4K (+5.6%) vs. Q1 2022
- Total value
- $89.4M
- −$15.1M (−14.5%) vs. Q1 2022
- New holders
- 9
- 21 more added
- Sold out
- 1
- 9 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $79.4M |
| Q1 2026 | 58 | $79.6M |
| Q4 2025 | 59 | $90.3M |
| Q3 2025 | 59 | $94.6M |
| Q2 2025 | 54 | $96.3M |
| Q1 2025 | 52 | $96.7M |
| Q4 2024 | 50 | $100.5M |
| Q3 2024 | 47 | $105.0M |
| Q2 2024 | 49 | $96.5M |
| Q1 2024 | 52 | $103.1M |
| Q4 2023 | 49 | $95.0M |
| 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 | $133.7M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 526 | $8.00K | 0.00% | +12+2.3% | Added |
| Raleigh Capital Management Inc. | 600 | $10.0K | 0.01% | +90+17.6% | Added |
| US Bancorp | 900 | $15.0K | 0.00% | +900 | New |
| SeaCrest Wealth Management, LLC | 958 | $16.0K | 0.00% | +958 | New |
| CoreCap Advisors, LLC | 1,170 | $19.0K | 0.00% | +1,170 | New |
| Salem Investment Counselors Inc | 1,500 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,324 | $71.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,480 | $90.0K | 0.01% | +5,480 | New |
| Invesco Ltd. | 10,405 | $172.0K | 0.00% | +10,405 | New |
| Treasure Coast Financial Planning | 10,401 | $172.0K | 0.13% | +10,401 | New |
| Ahrens Investment Partners LLC | 10,983 | $181.0K | 0.08% | +162+1.5% | Added |
| Janney Montgomery Scott LLC | 12,250 | $201.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,173 | $201.0K | 0.03% | +12,173 | New |
| Raymond James Financial Services Advisors, Inc. | 14,089 | $232.0K | 0.00% | −1,694−10.7% | Reduced |
| Kestra Advisory Services, LLC | 14,985 | $247.0K | 0.00% | +1,750+13.2% | Added |
| Calamos Wealth Management LLC | 15,875 | $262.0K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,722 | $276.0K | 0.00% | −67−0.4% | Reduced |
| San Luis Wealth Advisors LLC | 17,743 | $293.0K | 0.34% | +221+1.3% | Added |
| Coastal Investment Advisors, Inc. | 18,026 | $296.0K | 0.07% | +18,026 | New |
| City of London Investment Management Co Ltd | 20,521 | $337.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,192 | $350.0K | 0.00% | +18,442+670.6% | Added |
| Atria Wealth Solutions, Inc. | 23,150 | $382.0K | 0.01% | +1,682+7.8% | Added |
| D.A. Davidson & Co. | 23,538 | $388.0K | 0.00% | +4,000+20.5% | Added |
| Wedbush Securities Inc | 25,616 | $423.0K | 0.02% | +629+2.5% | Added |
| Cetera Advisor Networks LLC | 28,225 | $465.0K | 0.01% | +13,026+85.7% | Added |
| Optimum Investment Advisors | 30,085 | $496.0K | 0.25% | +308+1.0% | Added |
| Stephens Inc | 33,915 | $560.0K | 0.01% | +11,095+48.6% | Added |
| Raymond James & Associates | 34,438 | $568.0K | 0.00% | +1,520+4.6% | Added |
| Guggenheim Capital LLC | 36,872 | $608.0K | 0.00% | −1,220−3.2% | Reduced |
| Private Advisor Group, LLC | 38,216 | $631.0K | 0.01% | +2,416+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,660 | $638.0K | 0.00% | +4,257+12.4% | Added |
| Capital Analysts, LLC | 39,765 | $656.0K | 0.05% | +2,703+7.3% | Added |
| Stifel Financial Corp | 47,498 | $784.0K | 0.00% | +1,923+4.2% | Added |
| Wealthsource Partners, LLC | 64,578 | $1.07M | 0.08% | +18,860+41.3% | Added |
| SkyView Investment Advisors, LLC | 68,902 | $1.14M | 0.30% | −6,530−8.7% | Reduced |
| Oppenheimer & Co Inc | 112,024 | $1.85M | 0.04% | +2,862+2.6% | Added |
| Shaker Financial Services, LLC | 210,034 | $3.47M | 1.69% | +123,228+142.0% | Added |
| Royal Bank of Canada | 219,529 | $3.62M | 0.00% | −219,463−50.0% | Reduced |
| Advisors Asset Management, Inc. | 461,538 | $7.62M | 0.14% | +461,538 | New |
| Wells Fargo & Company | 564,316 | $9.31M | 0.00% | −20,175−3.5% | Reduced |
| Rivernorth Capital Management, LLC | 573,617 | $9.46M | 0.38% | +78,715+15.9% | Added |
| UBS Group AG | 680,134 | $11.2M | 0.01% | −5,808−0.8% | Reduced |
| Sit Investment Associates Inc | 714,403 | $11.8M | 0.36% | −195,774−21.5% | Reduced |
| Morgan Stanley | 1,135,908 | $18.7M | 0.00% | −71,648−5.9% | Reduced |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |