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

Calamos Long/Short Equity & Dynamic Income Term Trust logo
$16.66 +0.02 (+0.12%)
As of 09/3/2025 03:59 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)
35
Total
Institutional Inflows
(last 12 months)
$30.05M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.21M
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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
8/19/2025 B. Riley Wealth Advisors Inc.19,715$320K0.0%N/A0.000%
8/19/2025 Newbridge Financial Services Group Inc.13,229$215K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE9,537$155K0.0%-28.8%0.000%
8/15/2025 Ameriprise Financial Inc.18,926$307K0.0%-19.9%0.000%
8/14/2025 Raymond James Financial Inc.438,105$7.11M0.0%+31.1%0.000%
8/13/2025 Guggenheim Capital LLC119,832$1.95M0.0%-17.6%0.000%
8/12/2025 Advisors Asset Management Inc.496,036$8.05M0.1%-0.7%0.000%
8/12/2025 XTX Topco Ltd12,384$201K0.0%N/A0.000%
8/12/2025 Steward Partners Investment Advisory LLC3,650$59K0.0%+52.1%0.000%
8/8/2025 Rockefeller Capital Management L.P.12,430$202K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers29,649$481K0.0%+5.4%0.000%
8/6/2025 Penserra Capital Management LLC264,689$4.30M0.1%+3.0%0.000%
8/6/2025 Wedbush Securities Inc.12,718$206K0.0%-5.9%0.000%
8/5/2025 Shaker Financial Services LLC12,739$207K0.1%N/A0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors27,431$445K0.1%N/A0.000%
7/31/2025 Optimum Investment Advisors25,960$421K0.2%+13.6%0.000%
7/30/2025 Brookstone Capital Management19,000$308K0.0%+15.4%0.000%
7/29/2025 Stephens Inc. AR49,745$807K0.0%-16.0%0.000%
7/17/2025 Janney Montgomery Scott LLC63,830$1.04M0.0%+22.5%0.000%
7/14/2025 AdvisorNet Financial Inc1,869$30K0.0%+78.0%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC19,181$314K0.0%-7.2%0.000%
6/2/2025 Integrity Wealth Advisors Inc.53,664$835K0.6%+5.5%0.000%
5/20/2025 Belpointe Asset Management LLC12,868$200K0.0%N/A0.000%
5/20/2025 Fortis Capital Advisors LLC12,868$200K0.0%N/A0.000%
5/16/2025 Advisors Asset Management Inc.499,303$7.77M0.1%+2.6%0.000%
5/15/2025 Royal Bank of Canada50,598$787K0.0%-27.1%0.000%
5/13/2025 Raymond James Financial Inc.334,170$5.20M0.0%+9.5%0.000%
5/13/2025 Cresset Asset Management LLC10,108$157K0.0%N/A0.000%
5/13/2025 Sit Investment Associates Inc.1,080,868$16.82M0.4%+7.3%0.000%
5/9/2025 Atria Wealth Solutions Inc.67,233$1.05M0.0%+63.6%0.000%
5/6/2025 Wedbush Securities Inc.13,517$210K0.0%-32.2%0.000%
5/5/2025 J.W. Cole Advisors Inc.106,383$1.66M0.1%+37.1%0.000%
5/5/2025 Private Advisor Group LLC59,950$933K0.0%+1.5%0.000%
5/2/2025 Larson Financial Group LLC3,000$47K0.0%N/A0.000%
5/1/2025 Stephens Inc. AR59,190$921K0.0%-1.1%0.000%
4/30/2025 Optimum Investment Advisors22,860$356K0.2%+71.9%0.000%
4/29/2025 Penserra Capital Management LLC256,888$4.00M0.1%-8.4%0.000%
4/23/2025 Oppenheimer & Co. Inc.210,894$3.28M0.0%+7.0%0.000%
4/17/2025 Janney Montgomery Scott LLC52,103$811K0.0%+47.4%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC20,667$322K0.0%+9.0%0.000%
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3/17/2025 Wealth Enhancement Advisory Services LLC18,960$281K0.0%-37.0%0.000%
2/25/2025 Integrated Advisors Network LLC11,356$168K0.0%N/A0.000%
2/17/2025 Saba Capital Management L.P.916,845$13.60M0.3%-8.6%0.000%
2/17/2025 Citadel Advisors LLC32,694$485K0.0%-74.7%0.000%
2/17/2025 Bank of America Corp DE3,500$52K0.0%+55.1%0.000%
2/14/2025 AQR Arbitrage LLC49,416$733K0.0%-50.8%0.000%
2/14/2025 Comerica Bank16,573$246K0.0%-5.7%0.000%
2/14/2025 Stifel Financial Corp82,700$1.23M0.0%-7.5%0.000%
2/14/2025 Shaker Financial Services LLC49,239$736K0.3%+132.4%0.000%
2/13/2025 Integrity Wealth Advisors Inc.50,881$755K0.6%N/A0.000%
2/13/2025 Guggenheim Capital LLC132,265$1.96M0.0%+9.4%0.000%
2/13/2025 Cohen & Steers Inc.160,854$2.39M0.0%+6.6%0.000%
2/13/2025 Raymond James Financial Inc.305,270$4.53M0.0%N/A0.000%
2/13/2025 Wedbush Securities Inc.19,929$296K0.0%-18.6%0.000%
2/13/2025 Sit Investment Associates Inc.1,007,522$14.94M0.3%+14.7%0.000%
2/13/2025 Wells Fargo & Company MN309,365$4.59M0.0%-14.2%0.000%
2/11/2025 LPL Financial LLC114,315$1.70M0.0%+1.4%0.000%
2/10/2025 Advisors Asset Management Inc.486,773$7.22M0.1%+24.2%0.000%
2/7/2025 Blue Bell Private Wealth Management LLC39,150$581K0.1%+11.3%0.000%
2/6/2025 Raymond James Financial Inc.305,270$4.53M0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.197,120$2.92M0.0%+0.5%0.000%
2/3/2025 Private Advisor Group LLC59,050$876K0.0%+7.9%0.000%
1/31/2025 Atria Wealth Solutions Inc.41,097$610K0.0%+7.9%0.000%
1/31/2025 J.W. Cole Advisors Inc.77,586$1.15M0.0%+57.4%0.000%
1/28/2025 Stephens Inc. AR59,870$888K0.0%-3.3%0.000%
1/17/2025 Janney Montgomery Scott LLC35,356$524K0.0%+9.8%0.000%
12/3/2024 Rivernorth Capital Management LLC584,400$9.17M0.4%+0.7%0.000%
11/15/2024 Rivernorth Capital Management LLC584,400$9.17M0.5%+0.7%0.000%
11/14/2024 Walleye Capital LLC18,483$290K0.0%N/A0.000%
11/12/2024 Penserra Capital Management LLC261,481$4.10M0.1%N/A0.000%
11/8/2024 Cornerstone Advisors LLC33,275$522K0.0%-65.6%0.000%
11/8/2024 Advisors Asset Management Inc.391,828$6.15M0.1%+38.5%0.000%
11/6/2024 Oppenheimer & Co. Inc.196,061$3.08M0.0%+1.6%0.000%
10/31/2024 Shaker Financial Services LLC21,188$332K0.1%+38.7%0.000%
10/28/2024 Stephens Inc. AR61,900$971K0.0%-1.6%0.000%
10/24/2024 J.W. Cole Advisors Inc.49,285$773K0.0%+196.9%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC30,089$472K0.0%-4.5%0.000%
9/5/2024Sanctuary Advisors LLC49,244$765K0.0%N/A0.000%
8/16/2024 Almitas Capital LLC15,151$231K0.1%-87.1%0.000%
8/15/2024 Logan Stone Capital LLC22,047$336K0.1%-77.3%0.000%
8/9/2024 Cornerstone Advisors LLC96,629$1.47M0.1%-52.8%0.000%
8/8/2024 J.W. Cole Advisors Inc.16,598$253K0.0%N/A0.000%
8/8/2024 Sykon Capital LLC10,000$152K0.1%N/A0.000%
8/8/2024 Oppenheimer & Co. Inc.193,001$2.94M0.0%+4.2%0.000%
8/7/2024 Wedbush Securities Inc.25,035$382K0.0%+3.8%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC30,886$471K0.1%+7.1%0.000%
8/3/2024 Shaker Financial Services LLC15,272$233K0.1%-39.1%0.000%
7/25/2024 Calamos Wealth Management LLC26,783$408K0.0%+155.7%0.000%
7/24/2024 Catalina Capital Group LLC16,617$253K0.1%+62.3%0.000%
7/12/2024 Optimum Investment Advisors13,300$203K0.1%+43.0%0.000%
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5/17/2024 Comerica Bank24,604$380K0.0%+14.3%0.000%
5/14/2024 Advisors Asset Management Inc.200,368$3.09M0.1%-10.0%0.000%
5/10/2024 Cornerstone Advisors LLC204,771$3.16M0.1%-9.2%0.000%
5/7/2024 Oppenheimer & Co. Inc.185,175$2.86M0.0%+6.7%0.000%
5/3/2024 Catalina Capital Group LLC10,237$158K0.1%N/A0.000%
5/3/2024 Whittier Trust Co.7,500$116K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC25,568$395K0.0%+6.4%0.000%
4/30/2024 Private Advisor Group LLC54,800$846K0.0%+26.9%0.000%
4/24/2024 Blue 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%
(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, 63 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. ($8.05M), Raymond James Financial Inc. ($7.11M), UBS Group AG ($6.82M), 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 54 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. ($743.38K), Penserra Capital Management LLC ($269.28K), Advisors Asset Management Inc. ($216.33K), Sit Investment Associates Inc. ($202.38K), Saba Capital Management L.P. ($165.63K), J.W. Cole Advisors Inc. ($106.38K), and UBS Group AG ($74.57K).

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

Institutional investors have bought a total of 1,965,020 shares in the last 24 months. This purchase volume represents approximately $30.05M in transactions.

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

Of the 16 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: Citadel Advisors LLC ($96.70K), Saba Capital Management L.P. ($86.24K), Cornerstone Advisors LLC ($63.35K), Wells Fargo & Company MN ($51.40K), AQR Arbitrage LLC ($51.00K), Guggenheim Capital LLC ($25.56K), and Penserra Capital Management LLC ($23.47K).

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

Institutional investors have sold a total of 475,005 shares in the last 24 months. This volume of shares sold represents approximately $7.21M in transactions.


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This page (NASDAQ:CPZ) was last updated on 9/4/2025 by MarketBeat.com Staff
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