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.
Q2 2024 vs. Q1 2024
How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 52 | 49 | −3 |
| Shares | 6.68M | 6.33M | −354.3K (−5.3%) |
| Value | $103.1M | $96.5M | −$6.58M (−6.4%) |
New holders (5)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sanctuary Advisors, LLC | 49,244 | $764.8K | 0.01% |
| Atlas Wealth LLC | 30,078 | $463.8K | 0.07% |
| J.W. Cole Advisors, Inc. | 16,598 | $253.1K | 0.01% |
| Sykon Capital LLC | 10,000 | $152.5K | 0.06% |
| Global Retirement Partners, LLC | 800 | $12.2K | 0.00% |
Sold out (8)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,860 | $414.4K |
| Janney Montgomery Scott LLC | 25,568 | $395.0K |
| Matisse Capital | 19,411 | $299.5K |
| Susquehanna International Group, LLP | 13,725 | $211.8K |
| Whittier Trust Co | 7,500 | $115.7K |
| JPMorgan Chase & Co | 3,305 | $51.0K |
| Raleigh Capital Management Inc. | 425 | $6.56K |
| Tower Research Capital LLC (TRC) | 197 | $3.04K |