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

Calamos Long/Short Equity & Dynamic Income Term Trust logo
$15.50 -0.05 (-0.32%)
As of 03/28/2025 03:54 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)
29
Total
Institutional Inflows
(last 12 months)
$24.39M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.86M
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CPZ Institutional Buying and Selling by Quarter

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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
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%
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%
9/5/2024 Sanctuary 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%
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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%
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%
11/14/2023 AQR Arbitrage LLC106,667$1.58M0.1%+135.2%0.000%
11/14/2023 Saba Capital Management L.P.400,819$5.93M0.1%+70.4%0.000%
11/13/2023 Kestra Advisory Services LLC44,106$652K0.0%+10.1%0.000%
11/9/2023 Cornerstone Advisors LLC171,017$2.53M0.1%-12.6%0.000%
11/9/2023 UBS Group AG484,691$7.17M0.0%+18.2%0.000%
11/8/2023 D.A. Davidson & CO.14,796$219K0.0%-14.5%0.000%
11/8/2023 Janney Montgomery Scott LLC16,950$251K0.0%-10.6%0.000%
11/8/2023 Atria Wealth Solutions Inc.47,100$697K0.0%-5.7%0.000%
11/8/2023 Oppenheimer & Co. Inc.160,866$2.38M0.0%+8.0%0.000%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
11/7/2023 Atlas Wealth LLC19,294$285K0.1%+5.7%0.000%
11/3/2023 Private Advisor Group LLC44,420$657K0.0%+4.2%0.000%
11/2/2023 Shaker Financial Services LLC114,909$1.70M0.8%-45.3%0.000%
10/30/2023 Blue Bell Private Wealth Management LLC10,046$149K0.0%+18.9%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.126,185$1.87M0.0%+12.0%0.000%
10/24/2023Raymond James & Associates72,607$1.07M0.0%+3.9%0.000%
10/13/2023 Optimum Investment Advisors27,683$409K0.2%-2.6%0.000%
8/15/2023 Rivernorth Capital Management LLC323,114$5.00M0.2%+7.7%0.000%
8/11/2023 Almitas Capital LLC87,130$1.37M0.6%+325.0%0.000%
8/11/2023 Kestra Advisory Services LLC40,051$620K0.0%+7.9%0.000%
(Data available from 1/1/2016 forward)

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CPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CPZ shares?

During the previous two years, 53 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. ($14.94M), Saba Capital Management L.P. ($13.60M), Rivernorth Capital Management LLC ($9.17M), Advisors Asset Management Inc. ($7.22M), UBS Group AG ($6.82M), Wells Fargo & Company MN ($4.59M), and Raymond James Financial Inc. ($4.53M).Learn more on CPZ's institutional investors.

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

Of the 45 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. ($610.54K), Penserra Capital Management LLC ($261.48K), Advisors Asset Management Inc. ($203.80K), Saba Capital Management L.P. ($165.63K), Sit Investment Associates Inc. ($143.81K), J.W. Cole Advisors Inc. ($77.59K), and Oppenheimer & Co. Inc. ($77.45K).

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

Institutional investors have bought a total of 2,429,183 shares in the last 24 months. This purchase volume represents approximately $36.61M 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 ($171.12K), 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 1,003,927 shares in the last 24 months. This volume of shares sold represents approximately $15.14M in transactions.


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This page (NASDAQ:CPZ) was last updated on 3/29/2025 by MarketBeat.com Staff
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