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, Q1 2026
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Mar 31, 2026. 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
- 58
- +1 vs. Q4 2025
- Shares held
- 5.87M
- −291.9K (−4.7%) vs. Q4 2025
- Total value
- $79.6M
- −$10.5M (−11.6%) vs. Q4 2025
- New holders
- 6
- 28 more added
- Sold out
- 5
- 19 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 119 | $1.61K | 0.00% | +119 | New |
| Highline Wealth Partners LLC | 200 | $2.71K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 415 | $5.64K | 0.00% | +11+2.7% | Added |
| Capital Analysts, LLC | 739 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 864 | $11.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $13.6K | 0.00% | −1,250−55.6% | Reduced |
| Harbour Investments, Inc. | 1,015 | $13.8K | 0.00% | −1,230−54.8% | Reduced |
| Salem Investment Counselors Inc | 1,150 | $15.6K | 0.00% | +1,150 | New |
| Quarry LP | 2,359 | $32.0K | 0.01% | +2,359 | New |
| AdvisorNet Financial, Inc | 2,422 | $32.9K | 0.00% | −566−18.9% | Reduced |
| Susquehanna International Group, LLP | 10,062 | $136.5K | 0.00% | +10,062 | New |
| Integrated Advisors Network LLC | 10,306 | $139.9K | 0.01% | −1,250−10.8% | Reduced |
| Invesco Ltd. | 11,241 | $152.5K | 0.00% | +34+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,481 | $183.9K | 0.00% | −2,107−13.5% | Reduced |
| National Asset Management, Inc. | 14,287 | $189.0K | 0.01% | −18,342−56.2% | Reduced |
| Wedbush Securities Inc | 14,517 | $197.0K | 0.01% | +229+1.6% | Added |
| Jane Street Group, LLC | 16,121 | $218.8K | 0.00% | −41,046−71.8% | Reduced |
| Envestnet Asset Management Inc | 16,475 | $223.6K | 0.00% | +16,475 | New |
| Sovran Advisors, LLC | 16,577 | $226.3K | 0.02% | +3,956+31.3% | Added |
| Fifth Third Bancorp | 16,868 | $228.9K | 0.00% | +16,868 | New |
| Commonwealth Equity Services, LLC | 18,381 | $249.4K | 0.00% | +41+0.2% | Added |
| VestGen Advisors, LLC | 19,195 | $257.6K | 0.01% | −1,515−7.3% | Reduced |
| Apollon Wealth Management, LLC | 19,662 | $266.8K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 26,782 | $363.4K | 0.00% | −39,468−59.6% | Reduced |
| B&L Asset Management LLC | 30,991 | $420.5K | 0.18% | −1,650−5.1% | Reduced |
| Logan Stone Capital, LLC | 34,178 | $463.8K | 0.13% | +7,938+30.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,598 | $469.5K | 0.00% | +971+2.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,291 | $492.0K | 0.00% | −1,393−3.7% | Reduced |
| Cetera Investment Advisers | 36,470 | $494.9K | 0.00% | +653+1.8% | Added |
| Brookstone Capital Management | 38,258 | $519.2K | 0.01% | +1,544+4.2% | Added |
| Pathstone Holdings, LLC | 41,544 | $563.8K | 0.00% | −139,601−77.1% | Reduced |
| Belpointe Asset Management LLC | 41,873 | $568.2K | 0.02% | +30,991+284.8% | Added |
| Fortis Capital Advisors, LLC | 41,873 | $568.2K | 0.07% | +30,991+284.8% | Added |
| Blue Bell Private Wealth Management, LLC | 45,830 | $621.9K | 0.09% | +5,816+14.5% | Added |
| Readystate Asset Management LP | 50,009 | $678.6K | 0.04% | +36,109+259.8% | Added |
| Concurrent Investment Advisors, LLC | 51,859 | $703.7K | 0.01% | +12,330+31.2% | Added |
| Kestra Advisory Services, LLC | 55,513 | $753.3K | 0.00% | −193−0.3% | Reduced |
| Integrity Wealth Advisors, Inc. | 57,058 | $774.3K | 0.46% | +10,399+22.3% | Added |
| Royal Bank of Canada | 58,471 | $793.0K | 0.00% | +7,585+14.9% | Added |
| Private Advisor Group, LLC | 62,150 | $843.4K | 0.00% | +1,500+2.5% | Added |
| Stephens Inc | 63,890 | $867.0K | 0.01% | +1,775+2.9% | Added |
| Evolve Private Wealth, LLC | 68,626 | $931.3K | 0.05% | +266+0.4% | Added |
| Stifel Financial Corp | 79,045 | $1.07M | 0.00% | +465+0.6% | Added |
| Janney Montgomery Scott LLC | 83,904 | $1.14M | 0.00% | +4,157+5.2% | Added |
| TrueMark Investments, LLC | 84,876 | $1.15M | 0.22% | +4,320+5.4% | Added |
| Advisor Group Holdings, Inc. | 93,796 | $1.27M | 0.00% | +5,089+5.7% | Added |
| Shaker Financial Services, LLC | 123,958 | $1.68M | 0.59% | −1,792−1.4% | Reduced |
| UBS Group AG | 130,957 | $1.78M | 0.00% | −23,689−15.3% | Reduced |
| Closed-End Fund Advisors, Inc. | 138,277 | $1.88M | 1.91% | −3,295−2.3% | Reduced |
| Advisors Asset Management, Inc. | 192,539 | $2.61M | 0.04% | −147,709−43.4% | Reduced |
| Oppenheimer & Co Inc | 225,511 | $3.06M | 0.04% | +4,475+2.0% | Added |
| Wells Fargo & Company | 238,151 | $3.23M | 0.00% | +3,206+1.4% | Added |
| LPL Financial LLC | 262,516 | $3.56M | 0.00% | +21,438+8.9% | Added |
| Penserra Capital Management LLC | 341,707 | $4.64M | 0.05% | +8,026+2.4% | Added |
| Raymond James Financial Inc | 364,251 | $4.94M | 0.00% | −9,683−2.6% | Reduced |
| Rivernorth Capital Management, LLC | 462,511 | $6.28M | 0.32% | −26,702−5.5% | Reduced |
| Sit Investment Associates Inc | 978,911 | $13.3M | 0.27% | 00.0% | Unchanged |
| Morgan Stanley | 981,247 | $13.3M | 0.00% | +70,488+7.7% | Added |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −108,845−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −25,204−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,653−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |