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, 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 | $79.4M |
| 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, 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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 26 | $380 | 0.00% | +26 | New |
| Highline Wealth Partners LLC | 200 | $2.92K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 404 | $5.90K | 0.00% | +277+218.1% | Added |
| Capital Analysts, LLC | 739 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 864 | $12.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $21.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,245 | $32.8K | 0.00% | −730−24.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,250 | $32.9K | 0.00% | −1,400−38.4% | Reduced |
| Bank of America Corp | 2,557 | $37.4K | 0.00% | −2,437−48.8% | Reduced |
| AdvisorNet Financial, Inc | 2,988 | $43.7K | 0.00% | +172+6.1% | 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 |
| Invesco Ltd. | 11,207 | $163.8K | 0.00% | +785+7.5% | Added |
| Integrated Advisors Network LLC | 11,556 | $168.9K | 0.01% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 12,621 | $190.2K | 0.02% | +512+4.2% | Added |
| Readystate Asset Management LP | 13,900 | $203.2K | 0.01% | +13,900 | New |
| Wedbush Securities Inc | 14,288 | $209.0K | 0.01% | +1,377+10.7% | Added |
| XTX Topco Ltd | 14,653 | $214.2K | 0.01% | +14,653 | New |
| Wealth Enhancement Advisory Services, LLC | 15,588 | $232.1K | 0.00% | −3,593−18.7% | Reduced |
| Comerica Bank | 17,768 | $259.8K | 0.00% | +20.0% | Added |
| Commonwealth Equity Services, LLC | 18,340 | $268.1K | 0.00% | −24−0.1% | Reduced |
| Apollon Wealth Management, LLC | 19,662 | $287.5K | 0.00% | +19,662 | New |
| VestGen Advisors, LLC | 20,710 | $302.8K | 0.01% | −5,850−22.0% | Reduced |
| Almitas Capital LLC | 25,204 | $368.5K | 0.08% | +25,204 | New |
| Logan Stone Capital, LLC | 26,240 | $383.6K | 0.09% | +26,240 | New |
| National Asset Management, Inc. | 32,629 | $477.0K | 0.02% | +965+3.0% | Added |
| B&L Asset Management LLC | 32,641 | $477.2K | 0.21% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 33,627 | $491.6K | 0.00% | +33,627 | New |
| Cetera Investment Advisers | 35,817 | $523.6K | 0.00% | +3,002+9.1% | Added |
| Brookstone Capital Management | 36,714 | $536.8K | 0.01% | +11,535+45.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,684 | $551.0K | 0.00% | +3,297+9.6% | Added |
| Concurrent Investment Advisors, LLC | 39,529 | $577.9K | 0.01% | +39,529 | New |
| Blue Bell Private Wealth Management, LLC | 40,014 | $585.0K | 0.09% | +2,345+6.2% | Added |
| Integrity Wealth Advisors, Inc. | 46,659 | $682.2K | 0.48% | −42,624−47.7% | Reduced |
| Royal Bank of Canada | 50,886 | $744.0K | 0.00% | +1,094+2.2% | Added |
| Kestra Advisory Services, LLC | 55,706 | $814.4K | 0.00% | −1,500−2.6% | Reduced |
| Jane Street Group, LLC | 57,167 | $835.8K | 0.00% | +57,167 | New |
| Private Advisor Group, LLC | 60,650 | $886.7K | 0.00% | −500−0.8% | Reduced |
| Stephens Inc | 62,115 | $908.1K | 0.01% | +12,195+24.4% | Added |
| Guggenheim Capital LLC | 66,250 | $968.6K | 0.01% | −26,542−28.6% | Reduced |
| Evolve Private Wealth, LLC | 68,360 | $1.01M | 0.06% | +68,360 | New |
| Stifel Financial Corp | 78,580 | $1.15M | 0.00% | −4,903−5.9% | Reduced |
| Janney Montgomery Scott LLC | 79,747 | $1.17M | 0.00% | +1,127+1.4% | Added |
| TrueMark Investments, LLC | 80,556 | $1.18M | 0.22% | +1,980+2.5% | Added |
| Advisor Group Holdings, Inc. | 88,707 | $1.30M | 0.00% | +680+0.8% | Added |
| J.W. Cole Advisors, Inc. | 108,845 | $1.59M | 0.04% | −2,993−2.7% | Reduced |
| Shaker Financial Services, LLC | 125,750 | $1.85M | 0.59% | +125,750 | New |
| Closed-End Fund Advisors, Inc. | 141,572 | $2.07M | 1.22% | +141,572 | New |
| UBS Group AG | 154,646 | $2.26M | 0.00% | −85,842−35.7% | Reduced |
| Pathstone Holdings, LLC | 181,145 | $2.65M | 0.01% | +181,145 | New |
| Oppenheimer & Co Inc | 221,036 | $3.23M | 0.05% | +1,589+0.7% | Added |
| Wells Fargo & Company | 234,945 | $3.43M | 0.00% | −45,573−16.2% | Reduced |
| LPL Financial LLC | 241,078 | $3.52M | 0.00% | +23,293+10.7% | Added |
| Penserra Capital Management LLC | 333,681 | $4.88M | 0.06% | +30,887+10.2% | Added |
| Advisors Asset Management, Inc. | 340,248 | $4.97M | 0.08% | −60,910−15.2% | Reduced |
| Raymond James Financial Inc | 373,934 | $5.47M | 0.00% | −81,213−17.8% | Reduced |
| Rivernorth Capital Management, LLC | 489,213 | $7.15M | 0.34% | +60,904+14.2% | Added |
| Morgan Stanley | 910,759 | $13.3M | 0.00% | +121,020+15.3% | Added |
| Sit Investment Associates Inc | 978,911 | $14.3M | 0.28% | −101,157−9.4% | Reduced |
| 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 |