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Get Institutions for : 
Calamos Long/short Equity & Dynamic Income Trust (CPZ)  
$15.37 0.26 (1.66%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    0
Total shares held : 
 6,573,812  
% of shares held : 
 73.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 629,469  
% of shares held change : 
   6.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.62  
Last Quarter's Ending Price : 
 $14.45  
Last Quarter's Average Price : 
 $14.34  
Change from last quarter's     
avg. price to the last closing  : 
1.03 (7.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 65,561
 1%
 
Increased Positions :
20
 908,548
 13.82%
 
Unchanged Positions :
3
 4,705
 0.07%
 
Decreased Positions :
20
-251,409
-3.82%
 
Closed Positions :
6
-93,231
-1.42%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2822 - 2024-03-31 1,136,048 $17,529,000 104,998
   SABA CAPITAL MANAGEMENT, L.P. 65 - 2024-03-31 995,978 $15,368,000 238,891
   SIT INVESTMENT ASSOCIATES INC 133 - 2024-03-31 638,883 $9,858,000 -186,449
   RIVERNORTH CAPITAL MANAGEMENT, INC. 56 - 2024-03-31 580,181 $8,952,000 98,981
   UBS Group AG 1810 - 2024-03-31 490,764 $7,572,000 18,715
   WELLS FARGO & CO/MN 1876 - 2024-03-31 379,260 $5,852,000 -496
   Cornerstone Advisors LLC 171 - 2024-03-31 204,771 $3,160,000 -20,869
   FIXED INCOME SECURITIES INC 417 - 2024-03-31 200,368 $3,092,000 -22,218
   CNH PARTNERS LLC 125 - 2024-03-31 187,854 $2,899,000 19,051
   OPPENHEIMER & CO INC 419 - 2024-03-31 185,175 $2,857,000 11,631
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1579 - 2024-03-31 143,440 $2,213,000 5,033
   ROYAL BANK OF CANADA 2448 - 2024-03-31 142,043 $2,192,000 -1,061
   Almitas Capital LLC 40 - 2024-03-31 117,221 $1,809,000 -59,375
   LPL FINANCIAL CORP 2625 - 2024-03-31 111,602 $1,722,000 15,847
   COHEN & STEERS INC 227 - 2024-03-31 106,000 $1,636,000 7,000
   Logan Stone Capital LLC 66 - 2024-03-31 96,926 $1,496,000 -39,375
   GUGGENHEIM CAPITAL LLC 1015 - 2024-03-31 96,265 $1,485,000 2,492
   STIFEL FINANCIAL CORP 2003 - 2024-03-31 86,650 $1,337,000 14,346
   STEPHENS INC /AR/ 566 - 2024-03-31 67,065 $1,035,000 140
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1723 - 2024-03-31 64,679 $998,000 -13,113
   RAYMOND JAMES & ASSOCIATES 2609 - 2024-03-31 61,120 $943,000 -748
   Advisor Group Holdings Inc. 2456 - 2024-03-31 57,047 $880,000 2,915
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 332 - 2024-03-31 55,967 $864,000 -3,999
   Private Advisor Group LLC 1237 - 2024-03-31 54,800 $846,000 11,630
   Kestra Advisory Services LLC 1464 - 2024-03-31 43,858 $677,000 373
   Atria Wealth Solutions Inc. 1183 - 2024-03-31 37,798 $583,000 -3,100
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1589 - 2024-03-31 31,594 $487,000 1,866
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 114 - 2024-03-31 28,845 $445,000 15,499
   Nelson Van Denburg & Campbell Wealth Management Gr 502 *New 2024-03-31 26,860 $414,000 26,860
   JANNEY MONTGOMERY SCOTT LLC 2139 - 2024-03-31 25,568 $395,000 1,528
   AMERIPRISE FINANCIAL INC 3419 *New 2024-03-31 25,481 $393,000 25,481
   SHAKER FINANCIAL SERVICES, LLC 120 - 2024-03-31 25,087 $387,000 -94,346
   COMERICA BANK 2006 - 2024-03-31 24,604 $380,000 3,082
   WEDBUSH MORGAN SECURITIES INC 766 - 2024-03-31 24,113 $372,000 -4,682
   Deschutes Portfolio Strategy LLC 154 - 2024-03-31 19,411 $300,000 0
   FINANCIAL NETWORK 2309 - 2024-03-31 18,602 $287,000 -279
   Brookstone Capital Management 828 - 2024-03-31 14,747 $228,000 2,591
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4458 *New 2024-03-31 13,725 $212,000 13,725
   San Luis Wealth Advisors LLC 44 - 2024-03-31 11,826 $182,000 0
   Ahrens Investment Partners LLC 161 - 2023-03-31 11,452 $177,000 218
   CALAMOS WEALTH MANAGEMENT LLC 247 - 2024-03-31 10,475 $162,000 0
   Catalina Capital Group LLC 267 *New 2024-03-31 10,237 $158,000 10,237
   OPTIMUM INVESTMENT ADVISORS 225 - 2024-03-31 9,300 $143,000 -3,600
   WHITTIER TRUST CO 760 *New 2024-03-31 7,500 $116,000 7,500
   First Capital Advisors Group LLC. 206 *New 2023-06-30 6,719 $104,000 6,719
   J P MORGAN CHASE & CO 4690 *New 2024-03-31 3,305 $51,000 3,305
   HARBOUR INVESTMENTS INC. 1447 - 2023-12-31 3,555 $51,000 0
   BANK OF AMERICA CORP /DE/ 5653 *New 2024-03-31 1,493 $23,000 1,493
   Capital Analysts Inc. 797 - 2024-03-31 1,454 $22,000 -2,011
   SALEM INVESTMENT COUNSELORS INC 723 - 2024-03-31 1,150 $18,000 0
   Continuum Advisory LLC 916 *New 2024-03-31 700 $11,000 700
   Raleigh Capital Management Inc. 600 - 2024-03-31 425 $7,000 125
   TOWER RESEARCH CAPITAL LLC 4929 - 2024-03-31 197 $3,000 197
   NOMURA HOLDINGS INC 980 *Closed 2024-03-31 0 $0 -10,550
   Goss Wealth Management LLC 3754 *Closed 2024-03-31 0 $0 -13,119
   PROEQUITIES INC. 5473 - 2024-03-31 0 $0 0
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 110 *Closed 2024-03-31 0 $0 -46,457
   JANE STREET GROUP LLC 5811 *Closed 2024-03-31 0 $0 -10,644
   GRADIENT INVESTMENTS LLC 1749 *Closed 2024-03-31 0 $0 -1,000
   KAYNE ANDERSON CAPITAL ADVISORS LP 97 *Closed 2024-03-31 0 $0 -11,800
   ELEQUIN CAPITAL LP 246 *Closed 2024-03-31 0 $0 -9,036
  61 Records found
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