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Get Institutions for : 
Calamos Long/short Equity & Dynamic Income Trust (CPZ)  
$15.74 0.11 (0.7%) as of 4:30 Tue 5/21


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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  : 
1.40 (9.76%)  




 
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
   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
   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
   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
   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
   Advisor Group Holdings Inc. 2456 - 2024-03-31 57,047 $880,000 2,915
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 2139 - 2024-03-31 25,568 $395,000 1,528
   COMERICA BANK 2006 - 2024-03-31 24,604 $380,000 3,082
   Brookstone Capital Management 828 - 2024-03-31 14,747 $228,000 2,591
   Ahrens Investment Partners LLC 161 - 2023-03-31 11,452 $177,000 218
   Raleigh Capital Management Inc. 600 - 2024-03-31 425 $7,000 125
   TOWER RESEARCH CAPITAL LLC 4929 - 2024-03-31 197 $3,000 197

  23 Records found
  1    
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