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Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ) Institutional Ownership

Calamos Long/Short Equity & Dynamic Income Term Trust logo
$16.39 +0.02 (+0.12%)
As of 07/3/2025 01:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Calamos Long/Short Equity & Dynamic Income Term Trust (NASDAQ:CPZ)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$27.28M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.91M
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CPZ Institutional Buying and Selling by Quarter

Calamos Long/Short Equity & Dynamic Income Term Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025Integrity Wealth Advisors Inc.53,664$835K0.6%+5.5%0.000%
5/20/2025Belpointe Asset Management LLC12,868$200K0.0%N/A0.000%
5/20/2025Fortis Capital Advisors LLC12,868$200K0.0%N/A0.000%
5/16/2025Advisors Asset Management Inc.499,303$7.77M0.1%+2.6%0.000%
5/15/2025Royal Bank of Canada50,598$787K0.0%-27.1%0.000%
5/13/2025Raymond James Financial Inc.334,170$5.20M0.0%+9.5%0.000%
5/13/2025Cresset Asset Management LLC10,108$157K0.0%N/A0.000%
5/13/2025Sit Investment Associates Inc.1,080,868$16.82M0.4%+7.3%0.000%
5/9/2025Atria Wealth Solutions Inc.67,233$1.05M0.0%+63.6%0.000%
5/6/2025Wedbush Securities Inc.13,517$210K0.0%-32.2%0.000%
5/5/2025J.W. Cole Advisors Inc.106,383$1.66M0.1%+37.1%0.000%
5/5/2025Private Advisor Group LLC59,950$933K0.0%+1.5%0.000%
5/2/2025Larson Financial Group LLC3,000$47K0.0%N/A0.000%
5/1/2025Stephens Inc. AR59,190$921K0.0%-1.1%0.000%
4/30/2025Optimum Investment Advisors22,860$356K0.2%+71.9%0.000%
4/29/2025Penserra Capital Management LLC256,888$4.00M0.1%-8.4%0.000%
4/23/2025Oppenheimer & Co. Inc.210,894$3.28M0.0%+7.0%0.000%
4/17/2025Janney Montgomery Scott LLC52,103$811K0.0%+47.4%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC20,667$322K0.0%+9.0%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC18,960$281K0.0%-37.0%0.000%
2/25/2025Integrated Advisors Network LLC11,356$168K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.916,845$13.60M0.3%-8.6%0.000%
2/17/2025Citadel Advisors LLC32,694$485K0.0%-74.7%0.000%
2/17/2025Bank of America Corp DE3,500$52K0.0%+55.1%0.000%
2/14/2025AQR Arbitrage LLC49,416$733K0.0%-50.8%0.000%
2/14/2025Comerica Bank16,573$246K0.0%-5.7%0.000%
2/14/2025Stifel Financial Corp82,700$1.23M0.0%-7.5%0.000%
2/14/2025Shaker Financial Services LLC49,239$736K0.3%+132.4%0.000%
2/13/2025Integrity Wealth Advisors Inc.50,881$755K0.6%N/A0.000%
2/13/2025Guggenheim Capital LLC132,265$1.96M0.0%+9.4%0.000%
2/13/2025Cohen & Steers Inc.160,854$2.39M0.0%+6.6%0.000%
2/13/2025Raymond James Financial Inc.305,270$4.53M0.0%N/A0.000%
2/13/2025Wedbush Securities Inc.19,929$296K0.0%-18.6%0.000%
2/13/2025Sit Investment Associates Inc.1,007,522$14.94M0.3%+14.7%0.000%
2/13/2025Wells Fargo & Company MN309,365$4.59M0.0%-14.2%0.000%
2/11/2025LPL Financial LLC114,315$1.70M0.0%+1.4%0.000%
2/10/2025Advisors Asset Management Inc.486,773$7.22M0.1%+24.2%0.000%
2/7/2025Blue Bell Private Wealth Management LLC39,150$581K0.1%+11.3%0.000%
2/6/2025Raymond James Financial Inc.305,270$4.53M0.0%N/A0.000%
2/5/2025Oppenheimer & Co. Inc.197,120$2.92M0.0%+0.5%0.000%
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2/3/2025Private Advisor Group LLC59,050$876K0.0%+7.9%0.000%
1/31/2025Atria Wealth Solutions Inc.41,097$610K0.0%+7.9%0.000%
1/31/2025J.W. Cole Advisors Inc.77,586$1.15M0.0%+57.4%0.000%
1/28/2025Stephens Inc. AR59,870$888K0.0%-3.3%0.000%
1/17/2025Janney Montgomery Scott LLC35,356$524K0.0%+9.8%0.000%
12/3/2024Rivernorth Capital Management LLC584,400$9.17M0.4%+0.7%0.000%
11/15/2024Rivernorth Capital Management LLC584,400$9.17M0.5%+0.7%0.000%
11/14/2024Walleye Capital LLC18,483$290K0.0%N/A0.000%
11/12/2024Penserra Capital Management LLC261,481$4.10M0.1%N/A0.000%
11/8/2024Cornerstone Advisors LLC33,275$522K0.0%-65.6%0.000%
11/8/2024Advisors Asset Management Inc.391,828$6.15M0.1%+38.5%0.000%
11/6/2024Oppenheimer & Co. Inc.196,061$3.08M0.0%+1.6%0.000%
10/31/2024Shaker Financial Services LLC21,188$332K0.1%+38.7%0.000%
10/28/2024Stephens Inc. AR61,900$971K0.0%-1.6%0.000%
10/24/2024J.W. Cole Advisors Inc.49,285$773K0.0%+196.9%0.000%
10/24/2024Wealth Enhancement Advisory Services LLC30,089$472K0.0%-4.5%0.000%
9/5/2024Sanctuary Advisors LLC49,244$765K0.0%N/A0.000%
8/16/2024Almitas Capital LLC15,151$231K0.1%-87.1%0.000%
8/15/2024Logan Stone Capital LLC22,047$336K0.1%-77.3%0.000%
8/9/2024Cornerstone Advisors LLC96,629$1.47M0.1%-52.8%0.000%
8/8/2024J.W. Cole Advisors Inc.16,598$253K0.0%N/A0.000%
8/8/2024Sykon Capital LLC10,000$152K0.1%N/A0.000%
8/8/2024Oppenheimer & Co. Inc.193,001$2.94M0.0%+4.2%0.000%
8/7/2024Wedbush Securities Inc.25,035$382K0.0%+3.8%0.000%
8/5/2024Blue Bell Private Wealth Management LLC30,886$471K0.1%+7.1%0.000%
8/3/2024Shaker Financial Services LLC15,272$233K0.1%-39.1%0.000%
7/25/2024Calamos Wealth Management LLC26,783$408K0.0%+155.7%0.000%
7/24/2024Catalina Capital Group LLC16,617$253K0.1%+62.3%0.000%
7/12/2024Optimum Investment Advisors13,300$203K0.1%+43.0%0.000%
5/17/2024Comerica Bank24,604$380K0.0%+14.3%0.000%
5/14/2024Advisors Asset Management Inc.200,368$3.09M0.1%-10.0%0.000%
5/10/2024Cornerstone Advisors LLC204,771$3.16M0.1%-9.2%0.000%
5/7/2024Oppenheimer & Co. Inc.185,175$2.86M0.0%+6.7%0.000%
5/3/2024Catalina Capital Group LLC10,237$158K0.1%N/A0.000%
5/3/2024Whittier Trust Co.7,500$116K0.0%N/A0.000%
5/1/2024Janney Montgomery Scott LLC25,568$395K0.0%+6.4%0.000%
4/30/2024Private Advisor Group LLC54,800$846K0.0%+26.9%0.000%
4/24/2024Blue Bell Private Wealth Management LLC28,845$445K0.1%+116.1%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.143,440$2.21M0.0%+3.6%0.000%
4/15/2024Brookstone Capital Management14,747$228K0.0%+21.3%0.000%
4/11/2024Optimum Investment Advisors9,300$143K0.1%-27.9%0.000%
3/27/2024Nomura Holdings Inc.10,550$152K0.0%N/A0.000%
2/13/2024Stephens Inc. AR66,925$967K0.0%+9.8%0.000%
2/13/2024Oppenheimer & Co. Inc.173,544$2.51M0.0%+7.9%0.000%
2/9/2024City of London Investment Management Co. Ltd.46,457$671K0.1%+114.6%0.000%
2/9/2024Cornerstone Advisors LLC225,640$3.26M0.1%+31.9%0.000%
2/9/2024UBS Group AG472,049$6.82M0.0%-2.6%0.000%
2/8/2024Matisse Capital19,411$280K0.1%N/A0.000%
2/7/2024Shaker Financial Services LLC119,433$1.74M0.7%+3.9%0.000%
2/7/2024Kayne Anderson Capital Advisors LP11,800$171K0.0%N/A0.000%
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2/6/2024Private Advisor Group LLC43,170$624K0.0%-2.8%0.000%
2/2/2024Atria Wealth Solutions Inc.40,898$591K0.0%-13.2%0.000%
1/31/2024Calamos Wealth Management LLC10,475$151K0.0%-34.0%0.000%
1/30/2024Capital Analysts LLC3,465$50K0.0%-21.9%0.000%
1/25/2024Blue Bell Private Wealth Management LLC13,346$193K0.0%+32.8%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.138,407$2M0.0%+9.7%0.000%
1/16/2024Raymond James & Associates61,868$894K0.0%-14.8%0.000%
1/11/2024Brookstone Capital Management12,156$176K0.0%N/A0.000%
1/8/2024Optimum Investment Advisors12,900$186K0.1%-53.4%0.000%
11/15/2023Advisors Asset Management Inc.288,874$4.27M0.1%-0.6%0.000%
(Data available from 1/1/2016 forward)

CPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CPZ shares?

During the previous two years, 57 institutional investors and hedge funds held shares of Calamos Long/Short Equity & Dynamic Income Term Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($16.82M), Saba Capital Management L.P. ($13.60M), Rivernorth Capital Management LLC ($9.17M), Advisors Asset Management Inc. ($7.77M), UBS Group AG ($6.82M), Raymond James Financial Inc. ($5.20M), and Wells Fargo & Company MN ($4.59M).Learn more on Calamos Long/Short Equity & Dynamic Income Term Trust's institutional investors.

Which institutional investors have been buying Calamos Long/Short Equity & Dynamic Income Term Trust's stock?

Of the 50 institutional investors that purchased Calamos Long/Short Equity & Dynamic Income Term Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($639.44K), Penserra Capital Management LLC ($261.48K), Sit Investment Associates Inc. ($217.16K), Advisors Asset Management Inc. ($216.33K), Saba Capital Management L.P. ($165.63K), J.W. Cole Advisors Inc. ($106.38K), and Oppenheimer & Co. Inc. ($80.98K).

How much institutional buying is happening at Calamos Long/Short Equity & Dynamic Income Term Trust?

Institutional investors have bought a total of 1,798,477 shares in the last 24 months. This purchase volume represents approximately $27.28M in transactions.

Which of Calamos Long/Short Equity & Dynamic Income Term Trust's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Calamos Long/Short Equity & Dynamic Income Term Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($171.50K), Almitas Capital LLC ($102.07K), Citadel Advisors LLC ($96.70K), Saba Capital Management L.P. ($86.24K), Logan Stone Capital LLC ($74.88K), Wells Fargo & Company MN ($51.40K), and AQR Arbitrage LLC ($51.00K).

How much institutional selling is happening at Calamos Long/Short Equity & Dynamic Income Term Trust?

Institutional investors have sold a total of 720,816 shares in the last 24 months. This volume of shares sold represents approximately $10.91M in transactions.


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This page (NASDAQ:CPZ) was last updated on 7/4/2025 by MarketBeat.com Staff
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