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, 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 | $79.4M |
| 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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $81 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 70 | $1.14K | 0.00% | +70 | New |
| Spire Wealth Management | 124 | $2.01K | 0.00% | +63+103.3% | Added |
| Capital Analysts, LLC | 739 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,150 | $18.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,170 | $19.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,300 | $21.1K | 0.00% | +1,300 | New |
| ORG Partners LLC | 1,500 | $24.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,869 | $30.3K | 0.00% | +819+78.0% | Added |
| Harbour Investments, Inc. | 3,315 | $53.8K | 0.00% | +100+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,650 | $59.2K | 0.00% | +1,250+52.1% | Added |
| Bank of America Corp | 9,537 | $154.8K | 0.00% | −3,853−28.8% | Reduced |
| Integrated Advisors Network LLC | 11,556 | $187.6K | 0.01% | +350+3.1% | Added |
| XTX Topco Ltd | 12,384 | $201.0K | 0.01% | +12,384 | New |
| Rockefeller Capital Management L.P. | 12,430 | $201.8K | 0.00% | +12,430 | New |
| Wedbush Securities Inc | 12,718 | $206.0K | 0.01% | −799−5.9% | Reduced |
| Shaker Financial Services, LLC | 12,739 | $206.8K | 0.07% | +12,739 | New |
| Newbridge Financial Services Group, Inc. | 13,229 | $214.7K | 0.03% | +13,229 | New |
| Commonwealth Equity Services, LLC | 15,540 | $252.0K | 0.00% | −1,138−6.8% | Reduced |
| Comerica Bank | 16,766 | $272.1K | 0.00% | −167−1.0% | Reduced |
| Ameriprise Financial Inc | 18,926 | $307.2K | 0.00% | −4,688−19.9% | Reduced |
| Brookstone Capital Management | 19,000 | $308.4K | 0.00% | +2,542+15.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,181 | $314.4K | 0.00% | −1,486−7.2% | Reduced |
| National Asset Management, Inc. | 19,715 | $320.0K | 0.02% | +7,571+62.3% | Added |
| Readystate Asset Management LP | 25,450 | $413.1K | 0.02% | +25,450 | New |
| Optimum Investment Advisors | 25,960 | $421.3K | 0.18% | +3,100+13.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,431 | $445.2K | 0.06% | +27,431 | New |
| Cetera Investment Advisers | 29,649 | $481.2K | 0.00% | +1,516+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,845 | $517.0K | 0.00% | −2,173−6.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 37,425 | $607.4K | 0.10% | −1,984−5.0% | Reduced |
| Integrity Wealth Advisors, Inc. | 39,995 | $649.1K | 0.45% | −13,669−25.5% | Reduced |
| Stephens Inc | 49,745 | $807.4K | 0.01% | −9,445−16.0% | Reduced |
| Royal Bank of Canada | 50,994 | $828.0K | 0.00% | +396+0.8% | Added |
| Saba Capital Management, L.P. | 53,861 | $874.2K | 0.02% | −390,641−87.9% | Reduced |
| Kestra Advisory Services, LLC | 57,446 | $932.3K | 0.00% | +5,755+11.1% | Added |
| Private Advisor Group, LLC | 61,150 | $992.5K | 0.01% | +1,200+2.0% | Added |
| Janney Montgomery Scott LLC | 63,830 | $1.04M | 0.00% | +11,727+22.5% | Added |
| Atria Wealth Solutions, Inc. | 67,367 | $1.10M | 0.02% | +134+0.2% | Added |
| Stifel Financial Corp | 80,762 | $1.31M | 0.00% | −1,873−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 90,396 | $1.47M | 0.00% | +18,666+26.0% | Added |
| J.W. Cole Advisors, Inc. | 105,966 | $1.72M | 0.04% | −417−0.4% | Reduced |
| Guggenheim Capital LLC | 119,832 | $1.94M | 0.02% | −25,557−17.6% | Reduced |
| LPL Financial LLC | 155,431 | $2.52M | 0.00% | +41,685+36.6% | Added |
| Cohen & Steers, Inc. | 160,854 | $2.61M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 212,205 | $3.44M | 0.05% | +1,311+0.6% | Added |
| Penserra Capital Management LLC | 264,689 | $4.29M | 0.06% | +7,801+3.0% | Added |
| Wells Fargo & Company | 266,504 | $4.33M | 0.00% | −14,749−5.2% | Reduced |
| UBS Group AG | 375,591 | $6.10M | 0.00% | −43,305−10.3% | Reduced |
| Raymond James Financial Inc | 438,105 | $7.11M | 0.00% | +103,935+31.1% | Added |
| Advisors Asset Management, Inc. | 496,036 | $8.05M | 0.14% | −3,267−0.7% | Reduced |
| Rivernorth Capital Management, LLC | 537,178 | $8.72M | 0.48% | −41,752−7.2% | Reduced |
| Morgan Stanley | 720,268 | $11.7M | 0.00% | +13,895+2.0% | Added |
| Sit Investment Associates Inc | 1,080,868 | $17.5M | 0.37% | 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 |