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 2024 vs. Q2 2024
How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 49 | 47 | −2 |
| Shares | 6.33M | 6.70M | +367.1K (+5.8%) |
| Value | $96.5M | $105.0M | +$8.51M (+8.8%) |
New holders (7)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 261,481 | $4.10M | 0.09% |
| Citadel Advisors LLC | 129,394 | $2.03M | 0.00% |
| Janney Montgomery Scott LLC | 32,196 | $505.0K | 0.00% |
| Walleye Capital LLC | 18,483 | $290.0K | 0.00% |
| Steward Partners Investment Advisory, LLC | 2,400 | $37.7K | 0.00% |
| Winch Advisory Services, LLC | 51 | $799 | 0.00% |
| CWM, LLC | 30 | $0 | 0.00% |
Sold out (9)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Sanctuary Advisors, LLC | 49,244 | $764.8K |
| Atlas Wealth LLC | 30,078 | $463.8K |
| Logan Stone Capital, LLC | 22,047 | $336.2K |
| Landscape Capital Management, L.L.C. | 21,572 | $329.0K |
| Almitas Capital LLC | 15,151 | $231.1K |
| San Luis Wealth Advisors LLC | 11,826 | $180.0K |
| Sykon Capital LLC | 10,000 | $152.5K |
| Capital Analysts, LLC | 1,454 | $22.0K |
| Global Retirement Partners, LLC | 800 | $12.2K |