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 $79.8M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Jun 30, 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
- 54
- +2 vs. Q1 2025
- Shares held
- 5.94M
- −276.7K (−4.5%) vs. Q1 2025
- Total value
- $96.3M
- −$322.2K (−0.3%) vs. Q1 2025
- New holders
- 8
- 20 more added
- Sold out
- 6
- 18 more reduced
Compare with Q1 2025: 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 | $79.8M |
| Q1 2026 | 58 | $79.6M |
| Q4 2025 | 59 | $90.3M |
| Q3 2025 | 59 | $94.6M |
| Q2 2025 | 54 | $97.4M |
| Q1 2025 | 52 | $96.7M |
| Q4 2024 | 50 | $100.5M |
| Q3 2024 | 47 | $105.0M |
| Q2 2024 | 49 | $96.5M |
| Q1 2024 | 52 | $138.2M |
| Q4 2023 | 49 | $109.9M |
| 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 | $142.7M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,080,868 | $17.5M | 0.37% | 00.0% | Unchanged |
| Morgan Stanley | 720,268 | $11.7M | 0.00% | +13,895+2.0% | Added |
| Rivernorth Capital Management, LLC | 537,178 | $8.72M | 0.48% | −41,752−7.2% | Reduced |
| Advisors Asset Management, Inc. | 496,036 | $8.05M | 0.14% | −3,267−0.7% | Reduced |
| Raymond James Financial Inc | 438,105 | $7.11M | 0.00% | +103,935+31.1% | Added |
| UBS Group AG | 375,591 | $6.10M | 0.00% | −43,305−10.3% | Reduced |
| Wells Fargo & Company | 266,504 | $4.33M | 0.00% | −14,749−5.2% | Reduced |
| Penserra Capital Management LLC | 264,689 | $4.29M | 0.06% | +7,801+3.0% | Added |
| Oppenheimer & Co Inc | 212,205 | $3.44M | 0.05% | +1,311+0.6% | Added |
| Cohen & Steers, Inc. | 160,854 | $2.61M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 155,431 | $2.52M | 0.00% | +41,685+36.6% | Added |
| Guggenheim Capital LLC | 119,832 | $1.94M | 0.02% | −25,557−17.6% | Reduced |
| J.W. Cole Advisors, Inc. | 105,966 | $1.72M | 0.04% | −417−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 90,396 | $1.47M | 0.00% | +18,666+26.0% | Added |
| Stifel Financial Corp | 80,762 | $1.31M | 0.00% | −1,873−2.3% | Reduced |
| Atria Wealth Solutions, Inc. | 67,367 | $1.10M | 0.02% | +134+0.2% | Added |
| Janney Montgomery Scott LLC | 63,830 | $1.04M | 0.00% | +11,727+22.5% | Added |
| Private Advisor Group, LLC | 61,150 | $992.5K | 0.01% | +1,200+2.0% | Added |
| Kestra Advisory Services, LLC | 57,446 | $932.3K | 0.00% | +5,755+11.1% | Added |
| Saba Capital Management, L.P. | 53,861 | $874.2K | 0.02% | −390,641−87.9% | Reduced |
| Royal Bank of Canada | 50,994 | $828.0K | 0.00% | +396+0.8% | Added |
| Stephens Inc | 49,745 | $807.4K | 0.01% | −9,445−16.0% | Reduced |
| Integrity Wealth Advisors, Inc. | 39,995 | $649.1K | 0.45% | −13,669−25.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 37,425 | $607.4K | 0.10% | −1,984−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,845 | $517.0K | 0.00% | −2,173−6.4% | Reduced |
| Cetera Investment Advisers | 29,649 | $481.2K | 0.00% | +1,516+5.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,431 | $445.2K | 0.06% | +27,431 | New |
| Optimum Investment Advisors | 25,960 | $421.3K | 0.18% | +3,100+13.6% | Added |
| Readystate Asset Management LP | 25,450 | $413.1K | 0.02% | +25,450 | New |
| National Asset Management, Inc. | 19,715 | $320.0K | 0.02% | +7,571+62.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,181 | $314.4K | 0.00% | −1,486−7.2% | Reduced |
| Brookstone Capital Management | 19,000 | $308.4K | 0.00% | +2,542+15.4% | Added |
| Ameriprise Financial Inc | 18,926 | $307.2K | 0.00% | −4,688−19.9% | Reduced |
| Comerica Bank | 16,766 | $272.1K | 0.00% | −167−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 15,540 | $252.0K | 0.00% | −1,138−6.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,229 | $214.7K | 0.03% | +13,229 | New |
| Shaker Financial Services, LLC | 12,739 | $206.8K | 0.07% | +12,739 | New |
| Wedbush Securities Inc | 12,718 | $206.0K | 0.01% | −799−5.9% | Reduced |
| Rockefeller Capital Management L.P. | 12,430 | $201.8K | 0.00% | +12,430 | New |
| XTX Topco Ltd | 12,384 | $201.0K | 0.01% | +12,384 | New |
| Integrated Advisors Network LLC | 11,556 | $187.6K | 0.01% | +350+3.1% | Added |
| Bank of America Corp | 9,537 | $154.8K | 0.00% | −3,853−28.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,650 | $59.2K | 0.00% | +1,250+52.1% | Added |
| Harbour Investments, Inc. | 3,315 | $53.8K | 0.00% | +100+3.1% | Added |
| AdvisorNet Financial, Inc | 1,869 | $30.3K | 0.00% | +819+78.0% | Added |
| ORG Partners LLC | 1,500 | $24.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,300 | $21.1K | 0.00% | +1,300 | New |
| CoreCap Advisors, LLC | 1,170 | $19.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,150 | $18.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 739 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 124 | $2.01K | 0.00% | +63+103.3% | Added |
| Elequin Capital LP | 70 | $1.14K | 0.00% | +70 | New |
| Minot DeBlois Advisors LLC | 5 | $81 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12,868−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −12,868−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,108−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |