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, Q3 2025
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Sep 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
- 59
- +6 vs. Q2 2025
- Shares held
- 5.85M
- −14.9K (−0.3%) vs. Q2 2025
- Total value
- $94.6M
- −$599.4K (−0.6%) vs. Q2 2025
- New holders
- 12
- 24 more added
- Sold out
- 6
- 13 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,080,068 | $17.5M | 0.35% | −800−0.1% | Reduced |
| Morgan Stanley | 789,739 | $12.8M | 0.00% | +69,471+9.6% | Added |
| Raymond James Financial Inc | 455,147 | $7.36M | 0.00% | +17,042+3.9% | Added |
| Rivernorth Capital Management, LLC | 428,309 | $6.92M | 0.39% | −108,869−20.3% | Reduced |
| Advisors Asset Management, Inc. | 401,158 | $6.50M | 0.11% | −94,878−19.1% | Reduced |
| Penserra Capital Management LLC | 302,794 | $4.89M | 0.06% | +38,105+14.4% | Added |
| Wells Fargo & Company | 280,518 | $4.53M | 0.00% | +14,014+5.3% | Added |
| UBS Group AG | 240,488 | $3.89M | 0.00% | −135,103−36.0% | Reduced |
| Oppenheimer & Co Inc | 219,447 | $3.55M | 0.04% | +7,242+3.4% | Added |
| LPL Financial LLC | 217,785 | $3.52M | 0.00% | +62,354+40.1% | Added |
| J.W. Cole Advisors, Inc. | 111,838 | $1.81M | 0.03% | +5,872+5.5% | Added |
| Cohen & Steers, Inc. | 96,149 | $1.56M | 0.00% | −64,705−40.2% | Reduced |
| Guggenheim Capital LLC | 92,792 | $1.50M | 0.01% | −27,040−22.6% | Reduced |
| Advisor Group Holdings, Inc. | 88,027 | $1.46M | 0.00% | −2,369−2.6% | Reduced |
| Integrity Wealth Advisors, Inc. | 89,283 | $1.45M | 0.52% | +49,288+123.2% | Added |
| Stifel Financial Corp | 83,483 | $1.35M | 0.00% | +2,721+3.4% | Added |
| TrueMark Investments, LLC | 78,576 | $1.27M | 0.22% | +78,576 | New |
| Janney Montgomery Scott LLC | 78,620 | $1.27M | 0.00% | +14,790+23.2% | Added |
| Private Advisor Group, LLC | 61,150 | $988.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 57,206 | $924.5K | 0.00% | −240−0.4% | Reduced |
| Stephens Inc | 49,920 | $806.7K | 0.01% | +175+0.4% | Added |
| Royal Bank of Canada | 49,792 | $805.0K | 0.00% | −1,202−2.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 37,669 | $608.7K | 0.09% | +244+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,387 | $556.0K | 0.00% | +2,542+8.0% | Added |
| Cetera Investment Advisers | 32,815 | $530.3K | 0.00% | +3,166+10.7% | Added |
| B&L Asset Management LLC | 32,641 | $527.5K | 0.27% | +32,641 | New |
| National Asset Management, Inc. | 31,664 | $511.7K | 0.02% | +11,949+60.6% | Added |
| Optimum Investment Advisors | 26,560 | $429.2K | 0.17% | +600+2.3% | Added |
| VestGen Advisors, LLC | 26,560 | $429.2K | 0.01% | +26,560 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 26,379 | $426.3K | 0.05% | −1,052−3.8% | Reduced |
| Brookstone Capital Management | 25,179 | $406.9K | 0.00% | +6,179+32.5% | Added |
| Ameriprise Financial Inc | 19,016 | $307.3K | 0.00% | +90+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,181 | $306.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,364 | $297.0K | 0.00% | +2,824+18.2% | Added |
| Comerica Bank | 17,766 | $287.1K | 0.00% | +1,000+6.0% | Added |
| Level Four Advisory Services, LLC | 14,152 | $228.7K | 0.01% | +14,152 | New |
| Rockefeller Capital Management L.P. | 14,054 | $227.1K | 0.00% | +1,624+13.1% | Added |
| Newbridge Financial Services Group, Inc. | 13,229 | $213.8K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,911 | $209.0K | 0.01% | +193+1.5% | Added |
| Integrated Advisors Network LLC | 11,556 | $186.7K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,389 | $184.0K | 0.00% | +11,389 | New |
| Saba Capital Management, L.P. | 11,330 | $183.1K | 0.01% | −42,531−79.0% | Reduced |
| Sovran Advisors, LLC | 12,109 | $181.8K | 0.02% | +12,109 | New |
| Belpointe Asset Management LLC | 10,572 | $170.8K | 0.01% | +10,572 | New |
| Fortis Capital Advisors, LLC | 10,572 | $170.8K | 0.03% | +10,572 | New |
| Invesco Ltd. | 10,422 | $168.4K | 0.00% | +10,422 | New |
| Bank of America Corp | 4,994 | $80.7K | 0.00% | −4,543−47.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,650 | $59.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,975 | $48.1K | 0.00% | −340−10.3% | Reduced |
| AdvisorNet Financial, Inc | 2,816 | $45.5K | 0.00% | +947+50.7% | Added |
| ORG Partners LLC | 1,500 | $24.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,170 | $18.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,150 | $18.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 864 | $14.0K | 0.00% | +864 | New |
| Capital Analysts, LLC | 739 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 234 | $3.78K | 0.00% | +234 | New |
| Highline Wealth Partners LLC | 200 | $3.23K | 0.00% | +200 | New |
| Spire Wealth Management | 127 | $2.05K | 0.00% | +3+2.4% | Added |
| Minot DeBlois Advisors LLC | 5 | $81 | 0.00% | 00.0% | Unchanged |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −25,450−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −12,739−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,384−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |