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.
Q3 2025 vs. Q2 2025
How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 54 | 1 | 59 | +6 |
| Shares | 5.94M | 67.4K | 5.85M | −14.9K (−0.3%) |
| Value | $96.3M | $1.10M | $94.6M | −$599.4K (−0.6%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| TrueMark Investments, LLC | 78,576 | $1.27M | 0.22% |
| B&L Asset Management LLC | 32,641 | $527.5K | 0.27% |
| VestGen Advisors, LLC | 26,560 | $429.2K | 0.01% |
| Level Four Advisory Services, LLC | 14,152 | $228.7K | 0.01% |
| Envestnet Asset Management Inc | 11,389 | $184.0K | 0.00% |
| Sovran Advisors, LLC | 12,109 | $181.8K | 0.02% |
| Belpointe Asset Management LLC | 10,572 | $170.8K | 0.01% |
| Fortis Capital Advisors, LLC | 10,572 | $170.8K | 0.03% |
| Invesco Ltd. | 10,422 | $168.4K | 0.00% |
| Geneos Wealth Management Inc. | 864 | $14.0K | 0.00% |
| Advisory Services Network, LLC | 234 | $3.78K | 0.00% |
| Highline Wealth Partners LLC | 200 | $3.23K | 0.00% |
Sold out (6)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Readystate Asset Management LP | 25,450 | $413.1K |
| Shaker Financial Services, LLC | 12,739 | $206.8K |
| XTX Topco Ltd | 12,384 | $201.0K |
| McIlrath & Eck, LLC | 1,300 | $21.1K |
| Elequin Capital LP | 70 | $1.14K |
| CWM, LLC | 30 | $0 |
Not filed for Q3 2025 yet (1)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 67,367 | $1.10M |