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

Calamos Long/Short Equity & Dynamic Income Term Trust logo
$12.64 +0.10 (+0.80%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$12.66 +0.01 (+0.12%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
39
Total
Institutional Inflows
(last 12 months)
$17.67M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$11.64M
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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
8/23/2026Readystate Asset Management LP28,292$370K0.0%-43.4%0.000%
8/22/2026Concurrent Investment Advisors LLC47,997$628K0.0%-7.4%0.000%
8/21/2026Continuum Advisory LLC7,120$93K0.0%N/A0.000%
8/20/2026Rivernorth Capital Management LLC465,879$6.09M0.3%+0.7%0.000%
8/20/2026IMC Chicago LLC17,816$233K0.0%N/A0.000%
8/20/2026Wedbush Securities Inc.12,136$159K0.0%-16.4%0.000%
8/17/2026Almitas Capital LLC38,584$505K0.1%N/A0.000%
8/12/2026Evolve Private Wealth LLC67,711$886K0.1%N/A0.000%
8/6/2026IMC Chicago LLC17,816$233K0.0%N/A0.000%
5/18/2026Readystate Asset Management LP50,009$679K0.0%+259.8%0.000%
5/18/2026Rivernorth Capital Management LLC462,511$6.28M0.3%-5.5%0.000%
5/18/2026Royal Bank of Canada58,471$793K0.0%+14.9%0.000%
5/1/2026Fifth Third Bancorp16,868$229K0.0%N/A0.000%
5/1/2026Sovran Advisors LLC16,577$226K0.0%+31.3%0.000%
4/29/2026Integrated Advisors Network LLC10,306$140K0.0%-10.8%0.000%
4/28/2026Stephens Inc. AR63,890$867K0.0%+2.9%0.000%
4/27/2026Private Advisor Group LLC62,150$843K0.0%+2.5%0.000%
4/22/2026Janney Montgomery Scott LLC83,904$1.14M0.0%+5.2%0.000%
4/20/2026TrueMark Investments LLC84,876$1.15M0.2%+5.4%0.000%
4/17/2026Brookstone Capital Management38,258$519K0.0%+4.2%0.000%
2/25/2026Sit Investment Associates Inc.978,911$14.31M0.3%-9.4%0.000%
2/19/2026Invesco Ltd.11,207$164K0.0%+7.5%0.000%
2/18/2026XTX Topco Ltd14,653$214K0.0%N/A0.000%
2/18/2026VestGen Advisors LLC20,710$303K0.0%-22.0%0.000%
2/18/2026Readystate Asset Management LP13,900$203K0.0%N/A0.000%
2/18/2026Rivernorth Capital Management LLC489,213$7.15M0.3%+14.2%0.000%
2/18/2026Integrity Wealth Advisors Inc.46,659$682K0.5%-47.7%0.000%
2/18/2026Evolve Private Wealth LLC68,360$1.01M0.1%N/A0.000%
2/17/2026Guggenheim Capital LLC66,250$969K0.0%-28.6%0.000%
2/17/2026Almitas Capital LLC25,204$368K0.1%N/A0.000%
2/17/2026Cetera Investment Advisers35,817$524K0.0%+9.1%0.000%
2/17/2026Osaic Holdings Inc.88,707$1.30M0.0%+0.8%0.000%
2/17/2026&PARTNERS33,627$492K0.0%N/A0.000%
2/17/2026Royal Bank of Canada50,886$744K0.0%+2.2%0.000%
2/13/2026Kestra Advisory Services LLC55,706$814K0.0%-2.6%0.000%
2/13/2026Stifel Financial Corp78,580$1.15M0.0%-5.9%0.000%
2/13/2026Wells Fargo & Company MN234,945$3.44M0.0%-16.2%0.000%
2/12/2026Advisors Asset Management Inc.340,248$4.97M0.1%-15.2%0.000%
2/12/2026Jane Street Group LLC57,167$836K0.0%N/A0.000%
2/12/2026Steward Partners Investment Advisory LLC2,250$33K0.0%-38.4%0.000%
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2/12/2026Wedbush Securities Inc.14,288$209K0.0%+10.7%0.000%
2/12/2026Sit Investment Associates Inc.978,911$14.31M0.3%-9.4%0.000%
2/11/2026Janney Montgomery Scott LLC79,747$1.17M0.0%+1.4%0.000%
2/11/2026LPL Financial LLC241,078$3.53M0.0%+10.7%0.000%
2/11/2026Closed End Fund Advisors Inc.141,572$2.07M1.2%N/A0.000%
2/11/2026J.W. Cole Advisors Inc.108,845$1.59M0.0%-2.7%0.000%
2/9/2026Blue Bell Private Wealth Management LLC40,014$585K0.1%+6.2%0.000%
2/9/2026Harbour Investments Inc.2,245$33K0.0%-24.5%0.000%
2/5/2026Stephens Inc. AR62,115$908K0.0%+24.4%0.000%
2/2/2026Oppenheimer & Co. Inc.221,036$3.23M0.0%+0.7%0.000%
1/29/2026UBS Group AG154,646$2.26M0.0%-35.7%0.000%
1/29/2026Concurrent Investment Advisors LLC39,529$578K0.0%N/A0.000%
1/26/2026Shaker Financial Services LLC125,750$1.85M0.6%N/A0.000%
1/22/2026Apollon Wealth Management LLC19,662$287K0.0%N/A0.000%
1/15/2026Brookstone Capital Management36,714$537K0.0%+45.8%0.000%
1/14/2026TrueMark Investments LLC80,556$1.18M0.2%+2.5%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC15,588$232K0.0%-18.7%0.000%
11/17/2025Bank of America Corp DE4,994$81K0.0%-47.6%0.000%
11/14/2025Integrity Wealth Advisors Inc.89,283$1.45M0.5%+123.2%0.000%
11/14/2025Raymond James Financial Inc.455,147$7.36M0.0%+3.9%0.000%
11/14/2025Comerica Bank17,766$287K0.0%+6.0%0.000%
11/13/2025UBS Group AG240,488$3.89M0.0%-36.0%0.000%
11/12/2025Level Four Advisory Services LLC14,152$229K0.0%N/A0.000%
11/6/2025Advisors Asset Management Inc.401,158$6.50M0.1%-19.1%0.000%
11/6/2025Oppenheimer & Co. Inc.219,447$3.55M0.0%+3.4%0.000%
11/5/2025J.W. Cole Advisors Inc.111,838$1.81M0.0%+5.5%0.000%
11/5/2025Envestnet Asset Management Inc.11,389$184K0.0%N/A0.000%
11/4/2025Penserra Capital Management LLC302,794$4.89M0.1%+14.4%0.000%
11/3/2025Belpointe Asset Management LLC10,572$171K0.0%N/A0.000%
10/31/2025Fortis Capital Advisors LLC10,572$171K0.0%N/A0.000%
10/31/2025B. Riley Wealth Advisors Inc.31,664$512K0.0%+60.6%0.000%
10/31/2025Sovran Advisors LLC12,109$182K0.0%N/A0.000%
10/30/2025TrueMark Investments LLC78,576$1.27M0.2%N/A0.000%
10/24/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors26,379$426K0.1%-3.8%0.000%
10/22/2025Mccarter Private Wealth Services LLC32,641$527K0.3%N/A0.000%
10/15/2025Brookstone Capital Management25,179$407K0.0%+32.5%0.000%
10/9/2025AdvisorNet Financial Inc2,816$46K0.0%+50.7%0.000%
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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
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%


CPZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 67 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. ($14.31M), Saba Capital Management L.P. ($13.60M), Raymond James Financial Inc. ($7.36M), Rivernorth Capital Management LLC ($6.09M), Advisors Asset Management Inc. ($4.97M), Penserra Capital Management LLC ($4.89M), and LPL Financial LLC ($3.53M).Learn more on Calamos Long/Short Equity & Dynamic Income Term Trust's institutional investors.

Of the 56 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. ($760.42K), Penserra Capital Management LLC ($307.39K), Advisors Asset Management Inc. ($216.33K), Sit Investment Associates Inc. ($202.38K), Shaker Financial Services LLC ($172.46K), Closed End Fund Advisors Inc. ($141.57K), and Evolve Private Wealth LLC ($136.07K).

Institutional investors have bought a total of 1,198,247 shares in the last 24 months. This purchase volume represents approximately $17.67M in transactions.

Of the 20 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: UBS Group AG ($220.95K), Sit Investment Associates Inc. ($202.31K), Advisors Asset Management Inc. ($155.79K), Wells Fargo & Company MN ($45.57K), Integrity Wealth Advisors Inc. ($42.62K), Rivernorth Capital Management LLC ($26.70K), and Guggenheim Capital LLC ($26.54K).

Institutional investors have sold a total of 776,262 shares in the last 24 months. This volume of shares sold represents approximately $11.64M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CPZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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