Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Calamos Long/short Equity & Dynamic Income Trust (CPZ)  
$15.79 0.09 (0.57%) as of 4:30 Thu 5/9


Download
     
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  : 
1.45 (10.11%)  




 
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  
Free Registration Required For Full Results

            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
   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
   FIXED INCOME SECURITIES INC 374 - 2023-12-31 222,586 $3,216,000 -66,288
   ROYAL BANK OF CANADA 2543 - 2023-12-31 143,104 $2,068,000 -39,958
   GUGGENHEIM CAPITAL LLC 1011 - 2023-12-31 93,773 $1,355,000 -7,278
   STIFEL FINANCIAL CORP 2109 - 2023-12-31 72,304 $1,045,000 -6,043
   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
   Kestra Advisory Services LLC 1380 - 2023-12-31 43,485 $628,000 -621
   Atria Wealth Solutions Inc. 1112 - 2023-12-31 40,898 $591,000 -6,202
   WEDBUSH MORGAN SECURITIES INC 622 - 2023-12-31 28,795 $416,000 -2,569
   FINANCIAL NETWORK 2301 - 2023-12-31 18,881 $273,000 -1,807
   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
   Capital Analysts Inc. 642 - 2023-12-31 3,465 $50,000 -971
   Raleigh Capital Management Inc. 761 - 2023-12-31 300 $4,000 -300
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us