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.
Q1 2025 vs. Q4 2024
How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 50 | 52 | +2 |
| Shares | 6.77M | 6.21M | −561.9K (−8.3%) |
| Value | $100.5M | $96.7M | −$3.81M (−3.8%) |
New holders (10)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Commonwealth Equity Services, LLC | 16,678 | $260.0K | 0.00% |
| Belpointe Asset Management LLC | 12,868 | $200.2K | 0.01% |
| Fortis Capital Advisors, LLC | 12,868 | $200.2K | 0.04% |
| National Asset Management, Inc. | 12,144 | $189.0K | 0.01% |
| Cresset Asset Management, LLC | 10,108 | $157.3K | 0.00% |
| JPMorgan Chase & Co | 5,000 | $77.8K | 0.00% |
| Larson Financial Group LLC | 3,000 | $46.7K | 0.00% |
| AdvisorNet Financial, Inc | 1,050 | $16.3K | 0.00% |
| Capital Analysts, LLC | 739 | $11.0K | 0.00% |
| Spire Wealth Management | 61 | $942 | 0.00% |
Sold out (8)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Shaker Financial Services, LLC | 49,239 | $735.9K |
| CNH Partners LLC | 49,416 | $732.8K |
| Citadel Advisors LLC | 32,694 | $484.9K |
| Calamos Wealth Management LLC | 26,783 | $397.2K |
| Elequin Capital LP | 1,105 | $16.4K |
| Winch Advisory Services, LLC | 52 | $776 |
| WPG Advisers, LLC | 37 | $549 |
| FMR LLC | 1 | $15 |