Free Trial
→ Watch This Robotics Demo Before July 23rd (From Brownstone Research) (Ad) Buy CPZ Stock  Free CPZ Stock Alerts

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

Calamos Long/Short Equity & Dynamic Income Term Trust logo
$15.95 -0.24 (-1.48%)
As of 06/12/2025 04:00 PM 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)
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
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.

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
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%
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%
Why July 22nd Could Mean Big Changes for Social Security (Ad)

In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22. What's coming next isn't about trimming waste.

To see the full playbook and how it could impact everyone, click here.
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%
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%
4/15/2024 Brookstone Capital Management14,747$228K0.0%+21.3%0.000%
4/11/2024 Optimum Investment Advisors9,300$143K0.1%-27.9%0.000%
3/27/2024 Nomura Holdings Inc.10,550$152K0.0%N/A0.000%
2/13/2024 Stephens Inc. AR66,925$967K0.0%+9.8%0.000%
2/13/2024 Oppenheimer & Co. Inc.173,544$2.51M0.0%+7.9%0.000%
2/9/2024 City of London Investment Management Co. Ltd.46,457$671K0.1%+114.6%0.000%
2/9/2024 Cornerstone Advisors LLC225,640$3.26M0.1%+31.9%0.000%
2/9/2024 UBS Group AG472,049$6.82M0.0%-2.6%0.000%
2/8/2024 Matisse Capital19,411$280K0.1%N/A0.000%
2/7/2024 Shaker Financial Services LLC119,433$1.74M0.7%+3.9%0.000%
2/7/2024 Kayne Anderson Capital Advisors LP11,800$171K0.0%N/A0.000%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profitable trends in tech … well ahead of Wall Street. Like when he called Nvidia at a mere 80 cents a share. Or Bitcoin when it was trading for just $300. Throughout his illustrious career … Michael has given his followers almost 150 different chances to register triple-digit gains.

Now he's identified his next potential winner. Click here to find out more.
2/6/2024 Private Advisor Group LLC43,170$624K0.0%-2.8%0.000%
2/2/2024 Atria Wealth Solutions Inc.40,898$591K0.0%-13.2%0.000%
1/31/2024 Calamos Wealth Management LLC10,475$151K0.0%-34.0%0.000%
1/30/2024 Capital Analysts LLC3,465$50K0.0%-21.9%0.000%
1/25/2024 Blue 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%
1/11/2024 Brookstone Capital Management12,156$176K0.0%N/A0.000%
1/8/2024 Optimum Investment Advisors12,900$186K0.1%-53.4%0.000%
11/15/2023 Advisors 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 CPZ's institutional investors.

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

Of the 50 institutional investors that purchased Calamos Long/Short Equity & Dynamic Income Term Trust 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 2,600,909 shares in the last 24 months. This purchase volume represents approximately $39.29M in transactions.

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

Of the 25 institutional investors that sold Calamos Long/Short Equity & Dynamic Income Term Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($217.05K), Shaker Financial Services LLC ($104.96K), Almitas Capital LLC ($102.07K), Citadel Advisors LLC ($96.70K), Saba Capital Management L.P. ($86.24K), Logan Stone Capital LLC ($74.88K), and Wells Fargo & Company MN ($51.40K).

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

Institutional investors have sold a total of 955,742 shares in the last 24 months. This volume of shares sold represents approximately $14.40M in transactions.


Related Companies

This page (NASDAQ:CPZ) was last updated on 6/13/2025 by MarketBeat.com Staff
From Our Partners
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
An AI run of epic proportions is only getting started
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
I just uncovered a strategy that could pay out up to $7,013 every month—without needing a traditional dividend...
Investors Alley | Sponsored
Silicon Valley Gold Rush
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Trump’s true trade war strategy
The media and financial pundits are all misreading Trump’s actions. They think Trump wants to make Canada t...
Porter & Company | Sponsored