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, Q4 2022
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Dec 31, 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
- 56
- +10 vs. Q3 2022
- Shares held
- 5.52M
- +243.6K (+4.6%) vs. Q3 2022
- Total value
- $84.0M
- +$5.00M (+6.3%) vs. Q3 2022
- New holders
- 14
- 19 more added
- Sold out
- 4
- 19 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 88 | $1.00K | 0.00% | +88 | New |
| Cornerstone Planning Group LLC | 146 | $2.35K | 0.00% | +146 | New |
| The PNC Financial Services Group, Inc. | 250 | $3.80K | 0.00% | +250 | New |
| Bank of America Corp | 300 | $4.56K | 0.00% | −9,024−96.8% | Reduced |
| Raleigh Capital Management Inc. | 600 | $9.11K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,170 | $17.8K | 0.00% | +1,170 | New |
| Salem Investment Counselors Inc | 1,500 | $23.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,227 | $64.0K | 0.00% | +3,843+1,000.8% | Added |
| Harbour Investments, Inc. | 4,630 | $70.3K | 0.00% | −850−15.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,365 | $81.5K | 0.03% | +5,165+2,582.5% | Added |
| Synovus Financial Corp | 10,219 | $155.2K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,500 | $159.5K | 0.01% | −100−0.9% | Reduced |
| Weiss Asset Management LP | 10,962 | $166.5K | 0.01% | +10,962 | New |
| Ahrens Investment Partners LLC | 11,234 | $170.6K | 0.08% | +299+2.7% | Added |
| Almitas Capital LLC | 11,408 | $173.3K | 0.08% | +11,408 | New |
| San Luis Wealth Advisors LLC | 12,326 | $187.0K | 0.17% | −6,041−32.9% | Reduced |
| Atlas Wealth LLC | 12,500 | $189.9K | 0.05% | +12,500 | New |
| LPL Financial LLC | 12,903 | $196.0K | 0.00% | +12,903 | New |
| Cetera Advisor Networks LLC | 13,486 | $204.9K | 0.00% | −12,246−47.6% | Reduced |
| Coastal Investment Advisors, Inc. | 15,107 | $229.5K | 0.06% | −4,527−23.1% | Reduced |
| Calamos Wealth Management LLC | 15,875 | $241.1K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,103 | $244.6K | 0.00% | −682−4.1% | Reduced |
| Elequin Capital LP | 16,163 | $245.5K | 0.07% | +16,163 | New |
| Janney Montgomery Scott LLC | 18,250 | $277.0K | 0.00% | +5,000+37.7% | Added |
| Jane Street Group, LLC | 18,722 | $284.4K | 0.00% | +18,722 | New |
| D.A. Davidson & Co. | 18,796 | $285.5K | 0.00% | −742−3.8% | Reduced |
| Capital Analysts, LLC | 19,488 | $296.0K | 0.02% | −9,644−33.1% | Reduced |
| Landscape Capital Management, L.L.C. | 20,864 | $316.9K | 0.05% | +20,864 | New |
| Susquehanna International Group, LLP | 21,255 | $322.9K | 0.00% | +21,255 | New |
| Optimum Investment Advisors | 29,203 | $443.6K | 0.24% | −391−1.3% | Reduced |
| SkyView Investment Advisors, LLC | 30,398 | $462.0K | 0.14% | +135+0.4% | Added |
| Private Advisor Group, LLC | 30,703 | $466.4K | 0.02% | −12,333−28.7% | Reduced |
| Wedbush Securities Inc | 32,735 | $497.0K | 0.03% | +3,250+11.0% | Added |
| Kestra Advisory Services, LLC | 37,681 | $572.4K | 0.01% | +7,455+24.7% | Added |
| Advisor Group Holdings, Inc. | 38,676 | $587.0K | 0.00% | +15,874+69.6% | Added |
| Logan Stone Capital, LLC | 39,081 | $593.6K | 0.22% | +39,081 | New |
| Invesco Ltd. | 41,271 | $626.9K | 0.00% | +16,198+64.6% | Added |
| City of London Investment Management Co Ltd | 42,167 | $641.4K | 0.05% | +21,646+105.5% | Added |
| Stephens Inc | 47,965 | $728.6K | 0.01% | +12,335+34.6% | Added |
| Raymond James & Associates | 48,595 | $738.2K | 0.00% | +8,979+22.7% | Added |
| Atria Wealth Solutions, Inc. | 54,484 | $832.2K | 0.01% | +31,979+142.1% | Added |
| Guggenheim Capital LLC | 55,074 | $836.6K | 0.01% | −631−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,632 | $891.0K | 0.00% | +10,203+21.1% | Added |
| Stifel Financial Corp | 70,969 | $1.08M | 0.00% | +3,494+5.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 86,848 | $1.32M | 0.00% | +68,882+383.4% | Added |
| Saba Capital Management, L.P. | 96,321 | $1.46M | 0.02% | +96,321 | New |
| Oppenheimer & Co Inc | 119,672 | $1.82M | 0.04% | +3,170+2.7% | Added |
| Royal Bank of Canada | 189,275 | $2.88M | 0.00% | −43,681−18.8% | Reduced |
| Shaker Financial Services, LLC | 258,144 | $3.96M | 1.85% | +90,482+54.0% | Added |
| Cornerstone Advisors, LLC | 299,359 | $4.55M | 0.22% | +287,159+2,353.8% | Added |
| Rivernorth Capital Management, LLC | 311,917 | $4.74M | 0.21% | −44,250−12.4% | Reduced |
| Advisors Asset Management, Inc. | 464,785 | $7.06M | 0.15% | −33,771−6.8% | Reduced |
| UBS Group AG | 481,783 | $7.32M | 0.00% | −151,728−24.0% | Reduced |
| Wells Fargo & Company | 499,544 | $7.59M | 0.00% | −90,456−15.3% | Reduced |
| Sit Investment Associates Inc | 753,544 | $11.4M | 0.32% | −38,670−4.9% | Reduced |
| Morgan Stanley | 1,001,618 | $15.2M | 0.00% | −66,315−6.2% | Reduced |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −66,807−100.0% | Sold out |
| Treasure Coast Financial Planning | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −539−100.0% | Sold out |