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, Q2 2026
Institutional positions in Calamos Long/Short Equity & Dynamic Income Trust as of Jun 30, 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
- 62
- +5 vs. Q1 2026
- Shares held
- 6.07M
- +257.4K (+4.4%) vs. Q1 2026
- Total value
- $79.4M
- +$575.9K (+0.7%) vs. Q1 2026
- New holders
- 14
- 22 more added
- Sold out
- 9
- 17 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Calamos Long/Short Equity & Dynamic Income Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 66 | $864 | 0.00% | +66 | New |
| Highline Wealth Partners LLC | 200 | $2.62K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $7.85K | 0.00% | +185+44.6% | Added |
| Harbour Investments, Inc. | 695 | $9.09K | 0.00% | −320−31.5% | Reduced |
| Farther Finance Advisors, LLC | 741 | $9.69K | 0.00% | +741 | New |
| Capital Analysts, LLC | 739 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 864 | $11.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,150 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,422 | $31.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $44.5K | 0.00% | – | New |
| Continuum Advisory, LLC | 7,120 | $93.1K | 0.01% | +7,120 | New |
| Integrated Advisors Network LLC | 10,306 | $134.8K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,612 | $138.8K | 0.01% | +10,612 | New |
| Invesco Ltd. | 11,113 | $145.4K | 0.00% | −128−1.1% | Reduced |
| Wedbush Securities Inc | 12,136 | $159.0K | 0.00% | −2,381−16.4% | Reduced |
| Citadel Advisors LLC | 12,837 | $167.9K | 0.00% | +12,837 | New |
| XTX Topco Ltd | 15,299 | $200.1K | 0.00% | +15,299 | New |
| Marex Group plc | 16,119 | $210.8K | 0.00% | +16,119 | New |
| Jane Street Group, LLC | 16,444 | $215.1K | 0.00% | +323+2.0% | Added |
| VestGen Advisors, LLC | 16,450 | $215.2K | 0.01% | −2,745−14.3% | Reduced |
| Commonwealth Equity Services, LLC | 16,566 | $216.7K | 0.00% | −1,815−9.9% | Reduced |
| Fifth Third Bancorp | 16,868 | $220.6K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 16,900 | $221.1K | 0.00% | +16,900 | New |
| IMC-Chicago, LLC | 17,816 | $233.0K | 0.00% | +17,816 | New |
| Sovran Advisors, LLC | 18,362 | $241.6K | 0.02% | +1,785+10.8% | Added |
| Apollon Wealth Management, LLC | 19,662 | $257.2K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 26,744 | $352.8K | 0.00% | +13,263+98.4% | Added |
| HRT Financial LP | 27,888 | $364.0K | 0.00% | +27,888 | New |
| Readystate Asset Management LP | 28,292 | $370.1K | 0.02% | −21,717−43.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,535 | $373.0K | 0.00% | −7,756−21.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 35,698 | $466.9K | 0.00% | +1,100+3.2% | Added |
| Almitas Capital LLC | 38,584 | $504.7K | 0.12% | +38,584 | New |
| Cetera Investment Advisers | 38,843 | $508.1K | 0.00% | +2,373+6.5% | Added |
| Guggenheim Capital LLC | 39,063 | $510.9K | 0.00% | +12,281+45.9% | Added |
| Logan Stone Capital, LLC | 41,166 | $538.5K | 0.11% | +6,988+20.4% | Added |
| Brookstone Capital Management | 43,831 | $573.3K | 0.01% | +5,573+14.6% | Added |
| Royal Bank of Canada | 44,951 | $588.0K | 0.00% | −13,520−23.1% | Reduced |
| Concurrent Investment Advisors, LLC | 47,997 | $627.8K | 0.01% | −3,862−7.4% | Reduced |
| Kestra Advisory Services, LLC | 55,890 | $731.0K | 0.00% | +377+0.7% | Added |
| Envestnet Asset Management Inc | 59,335 | $776.1K | 0.00% | +42,860+260.2% | Added |
| Blue Bell Private Wealth Management, LLC | 59,902 | $783.5K | 0.10% | +14,072+30.7% | Added |
| Evolve Private Wealth, LLC | 67,711 | $885.7K | 0.05% | −915−1.3% | Reduced |
| Stifel Financial Corp | 77,441 | $1.01M | 0.00% | −1,604−2.0% | Reduced |
| Janney Montgomery Scott LLC | 83,886 | $1.10M | 0.00% | −180.0% | Reduced |
| Stephens Inc | 84,912 | $1.11M | 0.01% | +21,022+32.9% | Added |
| TrueMark Investments, LLC | 90,879 | $1.19M | 0.15% | +6,003+7.1% | Added |
| Advisor Group Holdings, Inc. | 111,689 | $1.46M | 0.00% | +17,893+19.1% | Added |
| Advisors Asset Management, Inc. | 122,651 | $1.60M | 0.02% | −69,888−36.3% | Reduced |
| UBS Group AG | 131,644 | $1.72M | 0.00% | +687+0.5% | Added |
| Closed-End Fund Advisors, Inc. | 143,176 | $1.87M | 1.83% | +4,899+3.5% | Added |
| Atlas Wealth LLC | 147,233 | $1.93M | 0.27% | +147,233 | New |
| Shaker Financial Services, LLC | 184,023 | $2.41M | 0.75% | +60,065+48.5% | Added |
| Oppenheimer & Co Inc | 222,701 | $2.91M | 0.03% | −2,810−1.2% | Reduced |
| Wells Fargo & Company | 226,846 | $2.97M | 0.00% | −11,305−4.7% | Reduced |
| LPL Financial LLC | 309,510 | $4.05M | 0.00% | +46,994+17.9% | Added |
| Saba Capital Management, L.P. | 335,551 | $4.39M | 0.13% | +335,551 | New |
| Penserra Capital Management LLC | 355,241 | $4.65M | 0.04% | +13,534+4.0% | Added |
| Raymond James Financial Inc | 384,849 | $5.03M | 0.00% | +20,598+5.7% | Added |
| Rivernorth Capital Management, LLC | 465,879 | $6.09M | 0.29% | +3,368+0.7% | Added |
| Sit Investment Associates Inc | 827,578 | $10.8M | 0.20% | −151,333−15.5% | Reduced |
| Morgan Stanley | 833,063 | $10.9M | 0.00% | −148,184−15.1% | Reduced |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −62,150−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −41,873−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −41,873−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −41,544−100.0% | Sold out |
| B&L Asset Management LLC | 0 | $0 | 0.00% | −30,991−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,287−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,062−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Integrity Wealth Advisors, Inc. | – | – | – | – | Not filed |