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

Calamos Long/Short Equity & Dynamic Income Term Trust logo
$13.09 +0.08 (+0.61%)
Closing price 06/29/2026 04:00 PM Eastern
Extended Trading
$13.10 +0.01 (+0.04%)
As of 06/29/2026 04:10 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)
43
Total
Institutional Inflows
(last 12 months)
$19.74M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$12.07M
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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
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%
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%
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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%
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%
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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%


CPZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 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 ($6.28M), 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 58 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 J.W. Cole Advisors Inc. ($112.26K).

Institutional investors have bought a total of 1,296,063 shares in the last 24 months. This purchase volume represents approximately $19.74M 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. ($159.06K), Guggenheim Capital LLC ($52.10K), Wells Fargo & Company MN ($45.57K), Integrity Wealth Advisors Inc. ($42.62K), and Rivernorth Capital Management LLC ($26.70K).

Institutional investors have sold a total of 797,397 shares in the last 24 months. This volume of shares sold represents approximately $12.07M in transactions.


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This page (NASDAQ:CPZ) was last updated on 6/30/2026 by MarketBeat.com Staff.
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