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, 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 | $79.4M |
| 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, 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 |
|---|---|---|---|---|---|
| Minot DeBlois Advisors LLC | 5 | $81 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 127 | $2.05K | 0.00% | +3+2.4% | Added |
| Highline Wealth Partners LLC | 200 | $3.23K | 0.00% | +200 | New |
| Advisory Services Network, LLC | 234 | $3.78K | 0.00% | +234 | New |
| Capital Analysts, LLC | 739 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 864 | $14.0K | 0.00% | +864 | New |
| Salem Investment Counselors Inc | 1,150 | $18.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,170 | $18.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $24.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,816 | $45.5K | 0.00% | +947+50.7% | Added |
| Harbour Investments, Inc. | 2,975 | $48.1K | 0.00% | −340−10.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,650 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,994 | $80.7K | 0.00% | −4,543−47.6% | Reduced |
| Invesco Ltd. | 10,422 | $168.4K | 0.00% | +10,422 | 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 |
| Sovran Advisors, LLC | 12,109 | $181.8K | 0.02% | +12,109 | New |
| Saba Capital Management, L.P. | 11,330 | $183.1K | 0.01% | −42,531−79.0% | Reduced |
| Envestnet Asset Management Inc | 11,389 | $184.0K | 0.00% | +11,389 | New |
| Integrated Advisors Network LLC | 11,556 | $186.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,911 | $209.0K | 0.01% | +193+1.5% | Added |
| Newbridge Financial Services Group, Inc. | 13,229 | $213.8K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,054 | $227.1K | 0.00% | +1,624+13.1% | Added |
| Level Four Advisory Services, LLC | 14,152 | $228.7K | 0.01% | +14,152 | New |
| Comerica Bank | 17,766 | $287.1K | 0.00% | +1,000+6.0% | Added |
| Commonwealth Equity Services, LLC | 18,364 | $297.0K | 0.00% | +2,824+18.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,181 | $306.1K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 19,016 | $307.3K | 0.00% | +90+0.5% | Added |
| Brookstone Capital Management | 25,179 | $406.9K | 0.00% | +6,179+32.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 26,379 | $426.3K | 0.05% | −1,052−3.8% | Reduced |
| 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 |
| National Asset Management, Inc. | 31,664 | $511.7K | 0.02% | +11,949+60.6% | Added |
| B&L Asset Management LLC | 32,641 | $527.5K | 0.27% | +32,641 | New |
| Cetera Investment Advisers | 32,815 | $530.3K | 0.00% | +3,166+10.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,387 | $556.0K | 0.00% | +2,542+8.0% | Added |
| Blue Bell Private Wealth Management, LLC | 37,669 | $608.7K | 0.09% | +244+0.7% | Added |
| Royal Bank of Canada | 49,792 | $805.0K | 0.00% | −1,202−2.4% | Reduced |
| Stephens Inc | 49,920 | $806.7K | 0.01% | +175+0.4% | Added |
| Kestra Advisory Services, LLC | 57,206 | $924.5K | 0.00% | −240−0.4% | Reduced |
| Private Advisor Group, LLC | 61,150 | $988.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 78,620 | $1.27M | 0.00% | +14,790+23.2% | Added |
| TrueMark Investments, LLC | 78,576 | $1.27M | 0.22% | +78,576 | New |
| Stifel Financial Corp | 83,483 | $1.35M | 0.00% | +2,721+3.4% | Added |
| Integrity Wealth Advisors, Inc. | 89,283 | $1.45M | 0.52% | +49,288+123.2% | Added |
| Advisor Group Holdings, Inc. | 88,027 | $1.46M | 0.00% | −2,369−2.6% | Reduced |
| Guggenheim Capital LLC | 92,792 | $1.50M | 0.01% | −27,040−22.6% | Reduced |
| Cohen & Steers, Inc. | 96,149 | $1.56M | 0.00% | −64,705−40.2% | Reduced |
| J.W. Cole Advisors, Inc. | 111,838 | $1.81M | 0.03% | +5,872+5.5% | Added |
| LPL Financial LLC | 217,785 | $3.52M | 0.00% | +62,354+40.1% | Added |
| Oppenheimer & Co Inc | 219,447 | $3.55M | 0.04% | +7,242+3.4% | Added |
| UBS Group AG | 240,488 | $3.89M | 0.00% | −135,103−36.0% | Reduced |
| Wells Fargo & Company | 280,518 | $4.53M | 0.00% | +14,014+5.3% | Added |
| Penserra Capital Management LLC | 302,794 | $4.89M | 0.06% | +38,105+14.4% | Added |
| Advisors Asset Management, Inc. | 401,158 | $6.50M | 0.11% | −94,878−19.1% | Reduced |
| Rivernorth Capital Management, LLC | 428,309 | $6.92M | 0.39% | −108,869−20.3% | Reduced |
| Raymond James Financial Inc | 455,147 | $7.36M | 0.00% | +17,042+3.9% | Added |
| Morgan Stanley | 789,739 | $12.8M | 0.00% | +69,471+9.6% | Added |
| Sit Investment Associates Inc | 1,080,068 | $17.5M | 0.35% | −800−0.1% | Reduced |
| 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 |