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, Q4 2025
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Dec 31, 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
- +1 vs. Q3 2025
- Shares held
- 6.18M
- +350.4K (+6.0%) vs. Q3 2025
- Total value
- $90.3M
- −$3.87M (−4.1%) vs. Q3 2025
- New holders
- 13
- 23 more added
- Sold out
- 12
- 17 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 978,911 | $14.3M | 0.28% | −101,157−9.4% | Reduced |
| Morgan Stanley | 910,759 | $13.3M | 0.00% | +121,020+15.3% | Added |
| Rivernorth Capital Management, LLC | 489,213 | $7.15M | 0.34% | +60,904+14.2% | Added |
| Raymond James Financial Inc | 373,934 | $5.47M | 0.00% | −81,213−17.8% | Reduced |
| Advisors Asset Management, Inc. | 340,248 | $4.97M | 0.08% | −60,910−15.2% | Reduced |
| Penserra Capital Management LLC | 333,681 | $4.88M | 0.06% | +30,887+10.2% | Added |
| LPL Financial LLC | 241,078 | $3.52M | 0.00% | +23,293+10.7% | Added |
| Wells Fargo & Company | 234,945 | $3.43M | 0.00% | −45,573−16.2% | Reduced |
| Oppenheimer & Co Inc | 221,036 | $3.23M | 0.05% | +1,589+0.7% | Added |
| Pathstone Holdings, LLC | 181,145 | $2.65M | 0.01% | +181,145 | New |
| UBS Group AG | 154,646 | $2.26M | 0.00% | −85,842−35.7% | Reduced |
| Closed-End Fund Advisors, Inc. | 141,572 | $2.07M | 1.22% | +141,572 | New |
| Shaker Financial Services, LLC | 125,750 | $1.85M | 0.59% | +125,750 | New |
| J.W. Cole Advisors, Inc. | 108,845 | $1.59M | 0.04% | −2,993−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 88,707 | $1.30M | 0.00% | +680+0.8% | Added |
| TrueMark Investments, LLC | 80,556 | $1.18M | 0.22% | +1,980+2.5% | Added |
| Janney Montgomery Scott LLC | 79,747 | $1.17M | 0.00% | +1,127+1.4% | Added |
| Stifel Financial Corp | 78,580 | $1.15M | 0.00% | −4,903−5.9% | Reduced |
| Evolve Private Wealth, LLC | 68,360 | $1.01M | 0.06% | +68,360 | New |
| Guggenheim Capital LLC | 66,250 | $968.6K | 0.01% | −26,542−28.6% | Reduced |
| Stephens Inc | 62,115 | $908.1K | 0.01% | +12,195+24.4% | Added |
| Private Advisor Group, LLC | 60,650 | $886.7K | 0.00% | −500−0.8% | Reduced |
| Jane Street Group, LLC | 57,167 | $835.8K | 0.00% | +57,167 | New |
| Kestra Advisory Services, LLC | 55,706 | $814.4K | 0.00% | −1,500−2.6% | Reduced |
| Royal Bank of Canada | 50,886 | $744.0K | 0.00% | +1,094+2.2% | Added |
| Integrity Wealth Advisors, Inc. | 46,659 | $682.2K | 0.48% | −42,624−47.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 40,014 | $585.0K | 0.09% | +2,345+6.2% | Added |
| Concurrent Investment Advisors, LLC | 39,529 | $577.9K | 0.01% | +39,529 | New |
| Cambridge Investment Research Advisors, Inc. | 37,684 | $551.0K | 0.00% | +3,297+9.6% | Added |
| Brookstone Capital Management | 36,714 | $536.8K | 0.01% | +11,535+45.8% | Added |
| Cetera Investment Advisers | 35,817 | $523.6K | 0.00% | +3,002+9.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 33,627 | $491.6K | 0.00% | +33,627 | New |
| B&L Asset Management LLC | 32,641 | $477.2K | 0.21% | 00.0% | Unchanged |
| National Asset Management, Inc. | 32,629 | $477.0K | 0.02% | +965+3.0% | Added |
| Logan Stone Capital, LLC | 26,240 | $383.6K | 0.09% | +26,240 | New |
| Almitas Capital LLC | 25,204 | $368.5K | 0.08% | +25,204 | New |
| VestGen Advisors, LLC | 20,710 | $302.8K | 0.01% | −5,850−22.0% | Reduced |
| Apollon Wealth Management, LLC | 19,662 | $287.5K | 0.00% | +19,662 | New |
| Commonwealth Equity Services, LLC | 18,340 | $268.1K | 0.00% | −24−0.1% | Reduced |
| Comerica Bank | 17,768 | $259.8K | 0.00% | +20.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,588 | $232.1K | 0.00% | −3,593−18.7% | Reduced |
| XTX Topco Ltd | 14,653 | $214.2K | 0.01% | +14,653 | New |
| Wedbush Securities Inc | 14,288 | $209.0K | 0.01% | +1,377+10.7% | Added |
| Readystate Asset Management LP | 13,900 | $203.2K | 0.01% | +13,900 | New |
| Sovran Advisors, LLC | 12,621 | $190.2K | 0.02% | +512+4.2% | Added |
| Integrated Advisors Network LLC | 11,556 | $168.9K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 11,207 | $163.8K | 0.00% | +785+7.5% | Added |
| Belpointe Asset Management LLC | 10,882 | $159.1K | 0.01% | +310+2.9% | Added |
| Fortis Capital Advisors, LLC | 10,882 | $159.1K | 0.02% | +310+2.9% | Added |
| AdvisorNet Financial, Inc | 2,988 | $43.7K | 0.00% | +172+6.1% | Added |
| Bank of America Corp | 2,557 | $37.4K | 0.00% | −2,437−48.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,250 | $32.9K | 0.00% | −1,400−38.4% | Reduced |
| Harbour Investments, Inc. | 2,245 | $32.8K | 0.00% | −730−24.5% | Reduced |
| ORG Partners LLC | 1,500 | $21.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 864 | $12.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 739 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 404 | $5.90K | 0.00% | +277+218.1% | Added |
| Highline Wealth Partners LLC | 200 | $2.92K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 26 | $380 | 0.00% | +26 | New |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −96,149−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −26,379−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −19,016−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −14,152−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −14,054−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −13,229−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −11,389−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −11,330−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Minot DeBlois Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Optimum Investment Advisors | – | – | – | – | Not filed |