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

15.59

+0.04 (+0.26%)

(As of 06:32 PM ET)

Number of Institutional Buyers (last 12 months): 28
Total Institutional Inflows (last 12 months): $10.28M

Number of Institutional Sellers (last 12 months): 14
Total Institutional Outflows (last 12 months): $7.89M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/5/2024	Sanctuary Advisors LLC	49,244	$765K	0.0%	N/A	0.000%
8/16/2024	Almitas Capital LLC	15,151	$231K	0.1%	-87.1%	0.000%
8/15/2024	Logan Stone Capital LLC	22,047	$336K	0.1%	-77.3%	0.000%
8/9/2024	Cornerstone Advisors LLC	96,629	$1.47M	0.1%	-52.8%	0.000%
8/8/2024	J.W. Cole Advisors Inc.	16,598	$253K	0.0%	N/A	0.000%
8/8/2024	Sykon Capital LLC	10,000	$152K	0.1%	N/A	0.000%
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8/8/2024	Oppenheimer & Co. Inc.	193,001	$2.94M	0.0%	+4.2%	0.000%
8/7/2024	Wedbush Securities Inc.	25,035	$382K	0.0%	+3.8%	0.000%
8/5/2024	Blue Bell Private Wealth Management LLC	30,886	$471K	0.1%	+7.1%	0.000%
8/3/2024	Shaker Financial Services LLC	15,272	$233K	0.1%	-39.1%	0.000%
7/25/2024	Calamos Wealth Management LLC	26,783	$408K	0.0%	+155.7%	0.000%
7/24/2024	Catalina Capital Group LLC	16,617	$253K	0.1%	+62.3%	0.000%
7/12/2024	Optimum Investment Advisors	13,300	$203K	0.1%	+43.0%	0.000%
5/17/2024	Comerica Bank	24,604	$380K	0.0%	+14.3%	0.000%
5/14/2024	Advisors Asset Management Inc.	200,368	$3.09M	0.1%	-10.0%	0.000%
5/10/2024	Cornerstone Advisors LLC	204,771	$3.16M	0.1%	-9.2%	0.000%
5/7/2024	Oppenheimer & Co. Inc.	185,175	$2.86M	0.0%	+6.7%	0.000%
5/3/2024	Catalina Capital Group LLC	10,237	$158K	0.1%	N/A	0.000%
5/3/2024	Whittier Trust Co.	7,500	$116K	0.0%	N/A	0.000%
5/1/2024	Janney Montgomery Scott LLC	25,568	$395K	0.0%	+6.4%	0.000%
4/30/2024	Private Advisor Group LLC	54,800	$846K	0.0%	+26.9%	0.000%
4/24/2024	Blue Bell Private Wealth Management LLC	28,845	$445K	0.1%	+116.1%	0.000%
4/23/2024	Raymond James Financial Services Advisors Inc.	143,440	$2.21M	0.0%	+3.6%	0.000%
4/15/2024	Brookstone Capital Management	14,747	$228K	0.0%	+21.3%	0.000%
4/11/2024	Optimum Investment Advisors	9,300	$143K	0.1%	-27.9%	0.000%
3/27/2024	Nomura Holdings Inc.	10,550	$152K	0.0%	N/A	0.000%
2/13/2024	Stephens Inc. AR	66,925	$967K	0.0%	+9.8%	0.000%
2/13/2024	Oppenheimer & Co. Inc.	173,544	$2.51M	0.0%	+7.9%	0.000%
2/9/2024	City of London Investment Management Co. Ltd.	46,457	$671K	0.1%	+114.6%	0.000%
2/9/2024	Cornerstone Advisors LLC	225,640	$3.26M	0.1%	+31.9%	0.000%
2/9/2024	UBS Group AG	472,049	$6.82M	0.0%	-2.6%	0.000%
2/8/2024	Matisse Capital	19,411	$280K	0.1%	N/A	0.000%
2/7/2024	Shaker Financial Services LLC	119,433	$1.74M	0.7%	+3.9%	0.000%
2/7/2024	Kayne Anderson Capital Advisors LP	11,800	$171K	0.0%	N/A	0.000%
2/6/2024	Private Advisor Group LLC	43,170	$624K	0.0%	-2.8%	0.000%
2/2/2024	Atria Wealth Solutions Inc.	40,898	$591K	0.0%	-13.2%	0.000%
1/31/2024	Calamos Wealth Management LLC	10,475	$151K	0.0%	-34.0%	0.000%
1/30/2024	Capital Analysts LLC	3,465	$50K	0.0%	-21.9%	0.000%
1/25/2024	Blue Bell Private Wealth Management LLC	13,346	$193K	0.0%	+32.8%	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	138,407	$2M	0.0%	+9.7%	0.000%
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1/16/2024	Raymond James & Associates	61,868	$894K	0.0%	-14.8%	0.000%
1/11/2024	Brookstone Capital Management	12,156	$176K	0.0%	N/A	0.000%
1/8/2024	Optimum Investment Advisors	12,900	$186K	0.1%	-53.4%	0.000%
11/15/2023	Advisors Asset Management Inc.	288,874	$4.27M	0.1%	-0.6%	0.000%
11/14/2023	AQR Arbitrage LLC	106,667	$1.58M	0.1%	+135.2%	0.000%
11/14/2023	Saba Capital Management L.P.	400,819	$5.93M	0.1%	+70.4%	0.000%
11/13/2023	Kestra Advisory Services LLC	44,106	$652K	0.0%	+10.1%	0.000%
11/9/2023	Cornerstone Advisors LLC	171,017	$2.53M	0.1%	-12.6%	0.000%
11/9/2023	UBS Group AG	484,691	$7.17M	0.0%	+18.2%	0.000%
11/8/2023	D.A. Davidson & CO.	14,796	$219K	0.0%	-14.5%	0.000%
11/8/2023	Janney Montgomery Scott LLC	16,950	$251K	0.0%	-10.6%	0.000%
11/8/2023	Atria Wealth Solutions Inc.	47,100	$697K	0.0%	-5.7%	0.000%
11/8/2023	Oppenheimer & Co. Inc.	160,866	$2.38M	0.0%	+8.0%	0.000%
11/7/2023	Atlas Wealth LLC	19,294	$285K	0.1%	+5.7%	0.000%
11/3/2023	Private Advisor Group LLC	44,420	$657K	0.0%	+4.2%	0.000%
11/2/2023	Shaker Financial Services LLC	114,909	$1.70M	0.8%	-45.3%	0.000%
10/30/2023	Blue Bell Private Wealth Management LLC	10,046	$149K	0.0%	+18.9%	0.000%
10/24/2023	Raymond James Financial Services Advisors Inc.	126,185	$1.87M	0.0%	+12.0%	0.000%
10/24/2023	Raymond James & Associates	72,607	$1.07M	0.0%	+3.9%	0.000%
10/13/2023	Optimum Investment Advisors	27,683	$409K	0.2%	-2.6%	0.000%
8/15/2023	Rivernorth Capital Management LLC	323,114	$5.00M	0.2%	+7.7%	0.000%
8/11/2023	Almitas Capital LLC	87,130	$1.37M	0.6%	+325.0%	0.000%
8/11/2023	Kestra Advisory Services LLC	40,051	$620K	0.0%	+7.9%	0.000%
8/11/2023	Landscape Capital Management L.L.C.	18,354	$284K	0.0%	+35.8%	0.000%
8/11/2023	Weiss Asset Management LP	12,966	$201K	0.0%	N/A	0.000%
8/11/2023	Guggenheim Capital LLC	77,032	$1.19M	0.0%	+31.3%	0.000%
8/10/2023	Sykon Capital LLC	10,000	$155K	0.1%	N/A	0.000%
8/10/2023	Private Advisor Group LLC	42,620	$671K	0.0%	+38.8%	0.000%
8/10/2023	Cetera Advisor Networks LLC	20,264	$313K	0.0%	+10.6%	0.000%
8/10/2023	Sit Investment Associates Inc.	768,104	$11.88M	0.3%	+2.0%	0.000%
8/8/2023	Blue Bell Private Wealth Management LLC	8,446	$131K	0.0%	+33.1%	0.000%
8/7/2023	Shaker Financial Services LLC	210,057	$3.25M	1.4%	+9.4%	0.000%
8/3/2023	Atria Wealth Solutions Inc.	49,958	$773K	0.0%	-8.3%	0.000%
8/3/2023	Optimum Investment Advisors	28,422	$440K	0.2%	-6.8%	0.000%
8/3/2023	Oppenheimer & Co. Inc.	148,898	$2.30M	0.0%	+14.6%	0.000%
7/31/2023	LPL Financial LLC	34,735	$537K	0.0%	+15.0%	0.000%
7/25/2023	Raymond James Financial Services Advisors Inc.	112,681	$1.74M	0.0%	+9.7%	0.000%
7/25/2023	Raymond James & Associates	69,852	$1.08M	0.0%	+3.5%	0.000%
5/12/2023	Advisors Asset Management Inc.	458,214	$7.08M	0.1%	-1.4%	0.000%
5/11/2023	Elequin Securities LLC	3,178	$49K	0.0%	-80.3%	0.000%
5/11/2023	Guggenheim Capital LLC	58,669	$906K	0.0%	+6.5%	0.000%
5/10/2023	Oppenheimer & Co. Inc.	129,917	$2.01M	0.0%	+8.6%	0.000%
5/10/2023	Private Advisor Group LLC	30,703	$474K	0.0%	N/A	0.000%
5/10/2023	Landscape Capital Management L.L.C.	13,513	$209K	0.0%	-35.2%	0.000%
5/9/2023	Wedbush Securities Inc.	29,787	$460K	0.0%	-9.0%	0.000%
5/8/2023	Shaker Financial Services LLC	191,983	$2.97M	1.3%	-25.6%	0.000%
5/8/2023	Blue Bell Private Wealth Management LLC	6,346	$98K	0.0%	+18.3%	0.000%
5/3/2023	Optimum Investment Advisors	30,512	$471K	0.2%	+4.5%	0.000%
4/28/2023	Janney Montgomery Scott LLC	18,950	$293K	0.0%	+3.8%	0.000%
4/25/2023	D.A. Davidson & CO.	17,296	$267K	0.0%	-8.0%	0.000%
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4/14/2023	Raymond James Financial Services Advisors Inc.	102,704	$1.59M	0.0%	+18.3%	0.000%
4/14/2023	Raymond James & Associates	67,504	$1.04M	0.0%	+38.9%	0.000%
2/15/2023	Almitas Capital LLC	11,408	$173K	0.1%	N/A	0.000%
2/14/2023	Atlas Wealth LLC	12,500	$190K	0.1%	N/A	0.000%
2/13/2023	Advisors Asset Management Inc.	464,785	$7.06M	0.1%	-6.8%	0.000%
2/13/2023	Atria Wealth Solutions Inc.	54,484	$832K	0.0%	+142.1%	0.000%
2/10/2023	City of London Investment Management Co. Ltd.	42,167	$641K	0.1%	+105.5%	0.000%
2/10/2023	Coastal Investment Advisors Inc.	15,107	$229K	0.1%	-23.1%	0.000%
2/10/2023	Sit Investment Associates Inc.	753,544	$11.45M	0.3%	-4.9%	0.000%
2/9/2023	Landscape Capital Management L.L.C.	20,864	$317K	0.0%	N/A	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, 48 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. ($11.88M), UBS Group AG ($6.82M), Saba Capital Management L.P. ($5.93M), Rivernorth Capital Management LLC ($5.00M), Advisors Asset Management Inc. ($3.09M), Oppenheimer & Co. Inc. ($2.94M), and Raymond James Financial Services Advisors Inc. ($2.21M).Learn more on CPZ's institutional investors.
Which institutional investors have been buying Calamos Long/Short Equity & Dynamic Income Term Trust stock?: Of the 43 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: Saba Capital Management L.P. ($165.63K), Raymond James Financial Services Advisors Inc. ($129.35K), Shaker Financial Services LLC ($113.08K), Oppenheimer & Co. Inc. ($80.98K), Almitas Capital LLC ($78.04K), UBS Group AG ($74.57K), and Cornerstone Advisors LLC ($66.82K).
How much institutional buying is happening at Calamos Long/Short Equity & Dynamic Income Term Trust?: Institutional investors have bought a total of 1,450,212 shares in the last 24 months. This purchase volume represents approximately $21.84M in transactions.

Which Calamos Long/Short Equity & Dynamic Income Term Trust major shareholders have been selling company stock?: Of the 21 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: Shaker Financial Services LLC ($213.50K), UBS Group AG ($210.99K), Cornerstone Advisors LLC ($153.70K), Almitas Capital LLC ($102.07K), Logan Stone Capital LLC ($74.88K), Advisors Asset Management Inc. ($64.26K), and Sit Investment Associates Inc. ($38.67K).
How much institutional selling is happening at Calamos Long/Short Equity & Dynamic Income Term Trust?: Institutional investors have sold a total of 978,481 shares in the last 24 months. This volume of shares sold represents approximately $14.81M in transactions.