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 2025 vs. Q1 2025
How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 52 | 54 | +2 |
| Shares | 6.21M | 5.94M | −276.7K (−4.5%) |
| Value | $96.7M | $96.3M | −$322.2K (−0.3%) |
New holders (8)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,431 | $445.2K | 0.06% |
| Readystate Asset Management LP | 25,450 | $413.1K | 0.02% |
| Newbridge Financial Services Group, Inc. | 13,229 | $214.7K | 0.03% |
| Shaker Financial Services, LLC | 12,739 | $206.8K | 0.07% |
| Rockefeller Capital Management L.P. | 12,430 | $201.8K | 0.00% |
| XTX Topco Ltd | 12,384 | $201.0K | 0.01% |
| McIlrath & Eck, LLC | 1,300 | $21.1K | 0.00% |
| Elequin Capital LP | 70 | $1.14K | 0.00% |
Sold out (6)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Belpointe Asset Management LLC | 12,868 | $200.2K |
| Fortis Capital Advisors, LLC | 12,868 | $200.2K |
| Cresset Asset Management, LLC | 10,108 | $157.3K |
| JPMorgan Chase & Co | 5,000 | $77.8K |
| Larson Financial Group LLC | 3,000 | $46.7K |
| Continuum Advisory, LLC | 700 | $10.9K |