Free Trial
→ Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (From Banyan Hill Publishing) (Ad)tc pixel Free CPZ Stock Alerts

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

Calamos Long/Short Equity & Dynamic Income Term Trust logo
$16.34 +0.10 (+0.62%)
As of 11:35 AM Eastern
Compare

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)
$29.60M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.21M
Get CPZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Calamos Long/Short Equity & Dynamic Income Term Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CPZ Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.90,396$1.47M0.0%+26.0%0.000%
8/19/2025B. Riley Wealth Advisors Inc.19,715$320K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.13,229$215K0.0%N/A0.000%
8/15/2025Bank of America Corp DE9,537$155K0.0%-28.8%0.000%
8/15/2025Ameriprise Financial Inc.18,926$307K0.0%-19.9%0.000%
8/14/2025Raymond James Financial Inc.438,105$7.11M0.0%+31.1%0.000%
8/13/2025Guggenheim Capital LLC119,832$1.95M0.0%-17.6%0.000%
8/12/2025Advisors Asset Management Inc.496,036$8.05M0.1%-0.7%0.000%
8/12/2025XTX Topco Ltd12,384$201K0.0%N/A0.000%
8/12/2025Steward Partners Investment Advisory LLC3,650$59K0.0%+52.1%0.000%
8/8/2025Rockefeller Capital Management L.P.12,430$202K0.0%N/A0.000%
8/8/2025Cetera Investment Advisers29,649$481K0.0%+5.4%0.000%
8/6/2025Penserra Capital Management LLC264,689$4.30M0.1%+3.0%0.000%
8/6/2025Wedbush Securities Inc.12,718$206K0.0%-5.9%0.000%
8/5/2025Shaker Financial Services LLC12,739$207K0.1%N/A0.000%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors27,431$445K0.1%N/A0.000%
7/31/2025Optimum Investment Advisors25,960$421K0.2%+13.6%0.000%
7/30/2025Brookstone Capital Management19,000$308K0.0%+15.4%0.000%
7/29/2025Stephens Inc. AR49,745$807K0.0%-16.0%0.000%
7/17/2025Janney Montgomery Scott LLC63,830$1.04M0.0%+22.5%0.000%
7/14/2025AdvisorNet Financial Inc1,869$30K0.0%+78.0%0.000%
7/10/2025Wealth 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%
5/20/2025Belpointe 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%
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%
(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, 64 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 55 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 1,934,442 shares in the last 24 months. This purchase volume represents approximately $29.60M 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.


Related Companies

This page (NASDAQ:CPZ) was last updated on 9/29/2025 by MarketBeat.com Staff
From Our Partners
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel
A New Way to Double Your Retirement Income?
Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...
Investors Alley | Sponsoredtc pixel