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.
Q4 2025 vs. Q3 2025
How the institutions holding Calamos Long/Short Equity & Dynamic Income Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 59 | 1 | 59 | +1 |
| Shares | 5.85M | 26.6K | 6.18M | +350.4K (+6.0%) |
| Value | $94.6M | $429.2K | $90.3M | −$3.87M (−4.1%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pathstone Holdings, LLC | 181,145 | $2.65M | 0.01% |
| Closed-End Fund Advisors, Inc. | 141,572 | $2.07M | 1.22% |
| Shaker Financial Services, LLC | 125,750 | $1.85M | 0.59% |
| Evolve Private Wealth, LLC | 68,360 | $1.01M | 0.06% |
| Jane Street Group, LLC | 57,167 | $835.8K | 0.00% |
| Concurrent Investment Advisors, LLC | 39,529 | $577.9K | 0.01% |
| Wiley Bros.-Aintree Capital, LLC | 33,627 | $491.6K | 0.00% |
| Logan Stone Capital, LLC | 26,240 | $383.6K | 0.09% |
| Almitas Capital LLC | 25,204 | $368.5K | 0.08% |
| Apollon Wealth Management, LLC | 19,662 | $287.5K | 0.00% |
| XTX Topco Ltd | 14,653 | $214.2K | 0.01% |
| Readystate Asset Management LP | 13,900 | $203.2K | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 26 | $380 | 0.00% |
Sold out (12)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Cohen & Steers, Inc. | 96,149 | $1.56M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 26,379 | $426.3K |
| Ameriprise Financial Inc | 19,016 | $307.3K |
| Level Four Advisory Services, LLC | 14,152 | $228.7K |
| Rockefeller Capital Management L.P. | 14,054 | $227.1K |
| Newbridge Financial Services Group, Inc. | 13,229 | $213.8K |
| Envestnet Asset Management Inc | 11,389 | $184.0K |
| Saba Capital Management, L.P. | 11,330 | $183.1K |
| CoreCap Advisors, LLC | 1,170 | $18.9K |
| Salem Investment Counselors Inc | 1,150 | $18.6K |
| Advisory Services Network, LLC | 234 | $3.78K |
| Minot DeBlois Advisors LLC | 5 | $81 |
Not filed for Q4 2025 yet (1)
Institutions that held Calamos Long/Short Equity & Dynamic Income Trust at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Optimum Investment Advisors | 26,560 | $429.2K |