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, Q3 2022
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Sep 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
- 46
- +2 vs. Q2 2022
- Shares held
- 5.28M
- −134.5K (−2.5%) vs. Q2 2022
- Total value
- $79.0M
- −$10.4M (−11.6%) vs. Q2 2022
- New holders
- 6
- 23 more added
- Sold out
- 4
- 11 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blue Bell Private Wealth Management, LLC | 200 | $3.00K | 0.00% | +200 | New |
| JPMorgan Chase & Co | 384 | $6.00K | 0.00% | +384 | New |
| Ellis Investment Partners, LLC | 539 | $8.00K | 0.00% | +13+2.5% | Added |
| Raleigh Capital Management Inc. | 600 | $9.00K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,480 | $90.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 9,324 | $140.0K | 0.00% | +5,000+115.6% | Added |
| MUFG Americas Holdings Corp | 10,000 | $150.0K | 0.00% | +10,000 | New |
| Synovus Financial Corp | 10,219 | $153.0K | 0.00% | +10,219 | New |
| Treasure Coast Financial Planning | 10,401 | $155.0K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,600 | $158.0K | 0.01% | +10,600 | New |
| Ahrens Investment Partners LLC | 10,935 | $163.0K | 0.09% | −48−0.4% | Reduced |
| Cornerstone Advisors, LLC | 12,200 | $182.0K | 0.01% | +12,200 | New |
| Janney Montgomery Scott LLC | 13,250 | $198.0K | 0.00% | +1,000+8.2% | Added |
| Calamos Wealth Management LLC | 15,875 | $237.0K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,785 | $251.0K | 0.00% | +63+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,966 | $269.0K | 0.00% | +3,877+27.5% | Added |
| San Luis Wealth Advisors LLC | 18,367 | $275.0K | 0.29% | +624+3.5% | Added |
| D.A. Davidson & Co. | 19,538 | $292.0K | 0.00% | −4,000−17.0% | Reduced |
| Coastal Investment Advisors, Inc. | 19,634 | $294.0K | 0.08% | +1,608+8.9% | Added |
| City of London Investment Management Co Ltd | 20,521 | $305.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 22,505 | $336.4K | 0.01% | −645−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 22,802 | $341.0K | 0.00% | +1,610+7.6% | Added |
| Invesco Ltd. | 25,073 | $375.0K | 0.00% | +14,668+141.0% | Added |
| Cetera Advisor Networks LLC | 25,732 | $385.0K | 0.00% | −2,493−8.8% | Reduced |
| Capital Analysts, LLC | 29,132 | $436.0K | 0.03% | −10,633−26.7% | Reduced |
| Wedbush Securities Inc | 29,485 | $441.0K | 0.02% | +3,869+15.1% | Added |
| Optimum Investment Advisors | 29,594 | $442.0K | 0.24% | −491−1.6% | Reduced |
| Kestra Advisory Services, LLC | 30,226 | $452.0K | 0.00% | +15,241+101.7% | Added |
| SkyView Investment Advisors, LLC | 30,263 | $453.0K | 0.13% | −38,639−56.1% | Reduced |
| Stephens Inc | 35,630 | $533.0K | 0.01% | +1,715+5.1% | Added |
| Raymond James & Associates | 39,616 | $592.0K | 0.00% | +5,178+15.0% | Added |
| Private Advisor Group, LLC | 43,036 | $643.0K | 0.01% | +4,820+12.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,429 | $724.0K | 0.00% | +9,769+25.3% | Added |
| Guggenheim Capital LLC | 55,705 | $833.0K | 0.01% | +18,833+51.1% | Added |
| Wealthsource Partners, LLC | 66,807 | $999.0K | 0.07% | +2,229+3.5% | Added |
| Stifel Financial Corp | 67,475 | $1.01M | 0.00% | +19,977+42.1% | Added |
| Oppenheimer & Co Inc | 116,502 | $1.74M | 0.04% | +4,478+4.0% | Added |
| Shaker Financial Services, LLC | 167,662 | $2.51M | 1.24% | −42,372−20.2% | Reduced |
| Royal Bank of Canada | 232,956 | $3.48M | 0.00% | +13,427+6.1% | Added |
| Rivernorth Capital Management, LLC | 356,167 | $5.33M | 0.24% | −217,450−37.9% | Reduced |
| Advisors Asset Management, Inc. | 498,556 | $7.45M | 0.15% | +37,018+8.0% | Added |
| Wells Fargo & Company | 590,000 | $8.82M | 0.00% | +25,684+4.6% | Added |
| UBS Group AG | 633,511 | $9.47M | 0.01% | −46,623−6.9% | Reduced |
| Sit Investment Associates Inc | 792,214 | $11.8M | 0.35% | +77,811+10.9% | Added |
| Morgan Stanley | 1,067,933 | $16.0M | 0.00% | −67,975−6.0% | Reduced |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,173−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −900−100.0% | Sold out |