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Get Institutions for : 
Calamos Long/short Equity & Dynamic Income Trust (CPZ)  
$15.53 0.17 (1.11%) as of 4:30 Fri 4/26


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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  : 
1.19 (8.3%)  




 
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 2964 - 2023-12-31 1,031,050 $14,899,000 -14,401
   SIT INVESTMENT ASSOCIATES INC 102 - 2023-12-31 825,332 $11,926,000 -3,277
   SABA CAPITAL MANAGEMENT, L.P. 80 - 2023-12-31 757,087 $10,940,000 356,268
   RIVERNORTH CAPITAL MANAGEMENT, INC. 69 - 2023-12-31 481,200 $6,953,000 99,204
   UBS Group AG 1717 - 2023-12-31 472,049 $6,821,000 -12,642
   WELLS FARGO & CO/MN 1866 - 2023-12-31 379,756 $5,487,000 -38,428
   Cornerstone Advisors LLC 160 - 2023-12-31 225,640 $3,260,000 54,623
   FIXED INCOME SECURITIES INC 374 - 2023-12-31 222,586 $3,216,000 -66,288
   Almitas Capital LLC 34 - 2023-12-31 176,596 $2,552,000 89,466
   OPPENHEIMER & CO INC 438 - 2023-12-31 173,544 $2,508,000 12,678
   CNH PARTNERS LLC 162 - 2023-12-31 168,803 $2,439,000 62,136
   ROYAL BANK OF CANADA 2543 - 2023-12-31 143,104 $2,068,000 -39,958
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1550 - 2023-12-31 138,407 $2,000,000 12,222
   Logan Stone Capital LLC 68 - 2023-12-31 136,301 $1,970,000 76,795
   SHAKER FINANCIAL SERVICES, LLC 54 - 2023-12-31 119,433 $1,742,000 4,524
   COHEN & STEERS INC 228 - 2023-12-31 99,000 $1,431,000 4,000
   LPL FINANCIAL CORP 2718 - 2023-12-31 95,755 $1,384,000 15,452
   GUGGENHEIM CAPITAL LLC 1011 - 2023-12-31 93,773 $1,355,000 -7,278
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1553 - 2023-12-31 77,792 $1,124,000 -1,499
   STIFEL FINANCIAL CORP 2109 - 2023-12-31 72,304 $1,045,000 -6,043
   STEPHENS INC /AR/ 540 - 2023-12-31 66,925 $967,000 5,980
   RAYMOND JAMES & ASSOCIATES 2562 - 2023-12-31 61,868 $894,000 -10,739
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 258 - 2023-12-31 59,966 $867,000 59,966
   Advisor Group Holdings Inc. 2744 - 2023-12-31 54,132 $782,000 4,703
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 90 - 2023-12-31 46,457 $671,000 24,811
   Kestra Advisory Services LLC 1380 - 2023-12-31 43,485 $628,000 -621
   Private Advisor Group LLC 1341 - 2023-12-31 43,170 $624,000 -1,250
   Atria Wealth Solutions Inc. 1112 - 2023-12-31 40,898 $591,000 -6,202
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1589 - 2024-03-31 31,594 $487,000 1,866
   WEDBUSH MORGAN SECURITIES INC 622 - 2023-12-31 28,795 $416,000 -2,569
   JANNEY MONTGOMERY SCOTT LLC 2116 - 2023-12-31 24,040 $347,000 7,090
   COMERICA BANK 2074 - 2023-12-31 21,522 $311,000 5,314
   Deschutes Portfolio Strategy LLC 158 *New 2023-12-31 19,411 $280,000 19,411
   FINANCIAL NETWORK 2301 - 2023-12-31 18,881 $273,000 -1,807
   Brookstone Capital Management 828 - 2024-03-31 14,747 $228,000 2,591
   Goss Wealth Management LLC 1710 - 2023-12-31 13,119 $194,000 1,137
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - 2023-12-31 13,346 $193,000 3,300
   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
   KAYNE ANDERSON CAPITAL ADVISORS LP 88 *New 2023-12-31 11,800 $171,000 11,800
   JANE STREET GROUP LLC 4858 *New 2023-12-31 10,644 $154,000 10,644
   NOMURA HOLDINGS INC 915 *New 2023-12-31 10,550 $152,000 10,550
   CALAMOS WEALTH MANAGEMENT LLC 244 - 2023-12-31 10,475 $151,000 -5,400
   OPTIMUM INVESTMENT ADVISORS 225 - 2024-03-31 9,300 $143,000 -3,600
   ELEQUIN CAPITAL LP 150 - 2023-12-31 9,036 $131,000 8,879
   First Capital Advisors Group LLC. 206 *New 2023-06-30 6,719 $104,000 6,719
   HARBOUR INVESTMENTS INC. 1447 - 2023-12-31 3,555 $51,000 0
   Capital Analysts Inc. 642 - 2023-12-31 3,465 $50,000 -971
   SALEM INVESTMENT COUNSELORS INC 723 - 2024-03-31 1,150 $18,000 0
   GRADIENT INVESTMENTS LLC 754 *New 2023-12-31 1,000 $14,000 1,000
   Raleigh Capital Management Inc. 761 - 2023-12-31 300 $4,000 -300
   INVESCO LTD 3695 *Closed 2023-12-31 0 $0 -28,332
   DAVIDSON D A & CO 1333 *Closed 2023-12-31 0 $0 -14,796
   Atlas Wealth LLC 112 *Closed 2023-12-31 0 $0 -19,294
   PROEQUITIES INC. 6848 - 2023-12-31 0 $0 0
   SkyView Investment Advisors LLC 343 *Closed 2023-12-31 0 $0 -30,641
   TOWER RESEARCH CAPITAL LLC 6288 *Closed 2023-12-31 0 $0 -167
   FMR LLC 5408 *Closed 2023-12-31 0 $0 -1
  58 Records found
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