Calamos Long/Short Equity & Dynamic Income Trust - CPZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OPPENHEIMER & CO INC | History | Added to | 225,511 | 3,060 | 0.04% | 0.05% | 1 | +4,475 | 2.02% | Q1 2026 | Apr 23, 2026 |
| TrueMark Investments, LLC | History | Added to | 84,876 | 1,151 | 0.22% | 0.22% | 2 | +4,320 | 5.36% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 83,904 | 1,139 | 0.0% | 0.0% | 3 | +4,157 | 5.21% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 68,626 | 931 | 0.05% | 0.06% | 4 | +266 | 0.39% | Q1 2026 | Apr 16, 2026 |
| STEPHENS INC /AR/ | History | Added to | 63,890 | 866 | 0.01% | 0.01% | 5 | +1,775 | 2.86% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 62,150 | 843 | 0.0% | 0.0% | 6 | +1,500 | 2.47% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 55,513 | 753 | 0.0% | 0.0% | 7 | -193 | -0.35% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 51,859 | 703 | 0.01% | 0.01% | 8 | +12,330 | 31.19% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 41,873 | 568 | 0.02% | 0.01% | 9 | +30,991 | 284.79% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 41,873 | 568 | 0.07% | 0.02% | 10 | +30,991 | 284.79% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 38,258 | 519 | 0.01% | 0.01% | 11 | +1,544 | 4.21% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,291 | 492 | 0.0% | 0.0% | 12 | -1,393 | -3.7% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | No change | 19,662 | 266 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,381 | 249 | 0.0% | 0.0% | 14 | +41 | 0.22% | Q1 2026 | Apr 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,517 | 197 | 0.01% | 0.01% | 15 | +229 | 1.6% | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 14,287 | 189 | 0.01% | 0.02% | 16 | -18,342 | -56.21% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,481 | 183 | 0.0% | 0.0% | 17 | -2,107 | -13.52% | Q1 2026 | Apr 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,306 | 139 | 0.01% | 0.01% | 18 | -1,250 | -10.82% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,422 | 32 | 0.0% | 0.0% | 19 | -566 | -18.94% | Q1 2026 | Apr 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,150 | 15 | 0.0% | — | 20 | +1,150 | New | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Added to | 415 | 5 | 0.0% | 0.0% | 21 | +11 | 2.72% | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 17.55% | — | -978,911 | -100.0% | Q4 2025 | Feb 25, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -910,759 | -100.0% | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -489,213 | -100.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -373,934 | -100.0% | Q4 2025 | Feb 18, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -340,248 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -333,681 | -100.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -241,078 | -100.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -234,945 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -181,145 | -100.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -154,646 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Closed-End Fund Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.22% | — | -141,572 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -125,750 | -100.0% | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -108,845 | -100.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -88,707 | -100.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -78,580 | -100.0% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66,250 | -100.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,167 | -100.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -50,886 | -100.0% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.46% | — | -46,659 | -100.0% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -40,014 | -100.0% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -35,817 | -100.0% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -33,627 | -100.0% | Q4 2025 | Feb 17, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -32,641 | -100.0% | Q4 2025 | Feb 10, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -26,240 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -25,204 | -100.0% | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,710 | -100.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -17,768 | -100.0% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,653 | -100.0% | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,900 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,621 | -100.0% | Q4 2025 | Jan 20, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,207 | -100.0% | Q4 2025 | Feb 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,557 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,250 | -100.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,245 | -100.0% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -864 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -739 | -100.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q4 2025 | Feb 13, 2026 |