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, Q1 2025
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Mar 31, 2025. 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
- 52
- +2 vs. Q4 2024
- Shares held
- 6.21M
- −561.9K (−8.3%) vs. Q4 2024
- Total value
- $96.7M
- −$3.81M (−3.8%) vs. Q4 2024
- New holders
- 10
- 18 more added
- Sold out
- 8
- 16 more reduced
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $78 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 61 | $942 | 0.00% | +61 | New |
| Continuum Advisory, LLC | 700 | $10.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 739 | $11.0K | 0.00% | +739 | New |
| AdvisorNet Financial, Inc | 1,050 | $16.3K | 0.00% | +1,050 | New |
| Salem Investment Counselors Inc | 1,150 | $17.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,170 | $18.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $23.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,400 | $37.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,000 | $46.7K | 0.00% | +3,000 | New |
| Harbour Investments, Inc. | 3,215 | $50.0K | 0.00% | −340−9.6% | Reduced |
| JPMorgan Chase & Co | 5,000 | $77.8K | 0.00% | +5,000 | New |
| Cresset Asset Management, LLC | 10,108 | $157.3K | 0.00% | +10,108 | New |
| Integrated Advisors Network LLC | 11,206 | $174.4K | 0.01% | −150−1.3% | Reduced |
| National Asset Management, Inc. | 12,144 | $189.0K | 0.01% | +12,144 | New |
| Belpointe Asset Management LLC | 12,868 | $200.2K | 0.01% | +12,868 | New |
| Fortis Capital Advisors, LLC | 12,868 | $200.2K | 0.04% | +12,868 | New |
| Bank of America Corp | 13,390 | $208.3K | 0.00% | +9,890+282.6% | Added |
| Wedbush Securities Inc | 13,517 | $210.0K | 0.01% | −6,412−32.2% | Reduced |
| Brookstone Capital Management | 16,458 | $256.1K | 0.00% | +473+3.0% | Added |
| Commonwealth Equity Services, LLC | 16,678 | $260.0K | 0.00% | +16,678 | New |
| Comerica Bank | 16,933 | $263.5K | 0.00% | +360+2.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,667 | $321.6K | 0.00% | +1,707+9.0% | Added |
| Optimum Investment Advisors | 22,860 | $355.7K | 0.17% | +9,560+71.9% | Added |
| Ameriprise Financial Inc | 23,614 | $367.4K | 0.00% | −2,140−8.3% | Reduced |
| Cetera Investment Advisers | 28,133 | $437.7K | 0.00% | −284−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,018 | $529.0K | 0.00% | −8,926−20.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 39,409 | $613.2K | 0.12% | +259+0.7% | Added |
| Royal Bank of Canada | 50,598 | $787.0K | 0.00% | −18,771−27.1% | Reduced |
| Kestra Advisory Services, LLC | 51,691 | $804.3K | 0.00% | +268+0.5% | Added |
| Janney Montgomery Scott LLC | 52,103 | $811.0K | 0.00% | +16,747+47.4% | Added |
| Integrity Wealth Advisors, Inc. | 53,664 | $835.0K | 0.61% | +2,783+5.5% | Added |
| Stephens Inc | 59,190 | $921.0K | 0.01% | −680−1.1% | Reduced |
| Private Advisor Group, LLC | 59,950 | $932.8K | 0.01% | +900+1.5% | Added |
| Atria Wealth Solutions, Inc. | 67,233 | $1.05M | 0.01% | +26,136+63.6% | Added |
| Advisor Group Holdings, Inc. | 71,730 | $1.12M | 0.00% | +31,066+76.4% | Added |
| Stifel Financial Corp | 82,635 | $1.29M | 0.00% | −65−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 106,383 | $1.66M | 0.05% | +28,797+37.1% | Added |
| LPL Financial LLC | 113,746 | $1.77M | 0.00% | −569−0.5% | Reduced |
| Guggenheim Capital LLC | 145,389 | $2.26M | 0.02% | +13,124+9.9% | Added |
| Cohen & Steers, Inc. | 160,854 | $2.50M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 210,894 | $3.28M | 0.05% | +13,774+7.0% | Added |
| Penserra Capital Management LLC | 256,888 | $4.00M | 0.07% | −23,468−8.4% | Reduced |
| Wells Fargo & Company | 281,253 | $4.38M | 0.00% | −28,112−9.1% | Reduced |
| Raymond James Financial Inc | 334,170 | $5.20M | 0.00% | +28,900+9.5% | Added |
| UBS Group AG | 418,896 | $6.52M | 0.00% | −23,854−5.4% | Reduced |
| Saba Capital Management, L.P. | 444,502 | $6.92M | 0.19% | −472,343−51.5% | Reduced |
| Advisors Asset Management, Inc. | 499,303 | $7.77M | 0.15% | +12,530+2.6% | Added |
| Rivernorth Capital Management, LLC | 578,930 | $9.01M | 0.48% | −4,718−0.8% | Reduced |
| Morgan Stanley | 706,373 | $11.0M | 0.00% | −156,856−18.2% | Reduced |
| Sit Investment Associates Inc | 1,080,868 | $16.8M | 0.39% | +73,346+7.3% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −49,239−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −49,416−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −32,694−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −26,783−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |