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

Calamos Long/Short Equity & Dynamic Income Term Trust logo
$16.20 -0.10 (-0.61%)
As of 04:00 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)
$27.08M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.93M
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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
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%
6/2/2025Integrity 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%
5/16/2025Advisors 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%
4/17/2025 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%
3/17/2025 Wealth 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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
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%
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%
1/17/2025 Janney 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%
10/24/2024 Wealth Enhancement Advisory Services LLC30,089$472K0.0%-4.5%0.000%
9/5/2024Sanctuary Advisors LLC49,244$765K0.0%N/A0.000%
8/16/2024Almitas 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%
7/24/2024 Catalina 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%
5/3/2024 Catalina Capital Group LLC10,237$158K0.1%N/A0.000%
5/3/2024Whittier Trust Co.7,500$116K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC25,568$395K0.0%+6.4%0.000%
4/30/2024Private 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%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
2/8/2024 Matisse 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%
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%
(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, 58 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 51 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 1,784,335 shares in the last 24 months. This purchase volume represents approximately $27.08M 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 722,302 shares in the last 24 months. This volume of shares sold represents approximately $10.93M in transactions.


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This page (NASDAQ:CPZ) was last updated on 7/25/2025 by MarketBeat.com Staff
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