| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 5.1% | $15,415,087 | 1,007,522 | Sit Investment Associates, Inc. | 31 Dec 2024 |
As of 30 Sep 2025, 59 institutional investors reported holding 5,853,190 shares of Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ). This represents 30% of the company’s total 19,755,333 outstanding shares.
The largest institutional shareholders of Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 5.5% | 1,080,068 | -0.07% | 0.35% | $17,454,000 |
| MORGAN STANLEY | 4% | 789,739 | +9.6% | 0% | $12,762,199 |
| RAYMOND JAMES FINANCIAL INC | 2.3% | 455,147 | +3.9% | 0% | $7,355,178 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.2% | 428,309 | -20% | 0.39% | $6,921,473 |
| Advisors Asset Management, Inc. | 2% | 401,158 | -19% | 0.11% | $6,498,760 |
| Penserra Capital Management LLC | 1.5% | 302,794 | +14% | 0.06% | $4,893,000 |
| WELLS FARGO & COMPANY/MN | 1.4% | 280,518 | +5.3% | 0% | $4,533,162 |
| UBS Group AG | 1.2% | 240,488 | -36% | 0% | $3,886,286 |
| OPPENHEIMER & CO INC | 1.1% | 219,447 | +3.4% | 0.04% | $3,546,264 |
| LPL Financial LLC | 1.1% | 217,785 | +40% | 0% | $3,519,402 |
| J.W. COLE ADVISORS, INC. | 0.57% | 111,838 | +5.5% | 0.03% | $1,807,301 |
| COHEN & STEERS, INC. | 0.49% | 96,149 | -40% | 0% | $1,558,000 |
| GUGGENHEIM CAPITAL LLC | 0.47% | 92,792 | -23% | 0.01% | $1,503,230 |
| INTEGRITY WEALTH ADVISORS, INC. | 0.45% | 89,283 | +123% | 0.52% | $1,445,639 |
| OSAIC HOLDINGS, INC. | 0.45% | 88,027 | -2.6% | 0% | $1,462,783 |
| STIFEL FINANCIAL CORP | 0.42% | 83,483 | +3.4% | 0% | $1,349,070 |
| Janney Montgomery Scott LLC | 0.4% | 78,620 | +23% | 0% | $1,271,000 |
| TrueMark Investments, LLC | 0.4% | 78,576 | 0.22% | $1,272,931 | |
| Private Advisor Group, LLC | 0.31% | 61,150 | 0% | 0% | $988,184 |
| Kestra Advisory Services, LLC | 0.29% | 57,206 | -0.42% | 0% | $924,453 |
| STEPHENS INC /AR/ | 0.25% | 49,920 | +0.35% | 0.01% | $806,707 |
| ROYAL BANK OF CANADA | 0.25% | 49,792 | -2.4% | 0% | $805,000 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.19% | 37,669 | +0.65% | 0.09% | $608,731 |
| Cambridge Investment Research Advisors, Inc. | 0.17% | 34,387 | +8% | 0% | $556,000 |
| Cetera Investment Advisers | 0.17% | 32,815 | +11% | 0% | $530,303 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 170,233 | $2,498,695 | +$194,555 | $14.62 | 9 |
| 2025 Q3 | 5,853,190 | $94,641,804 | -$262,136 | $16.16 | 59 |
| 2025 Q2 | 5,945,827 | $96,505,465 | -$4,101,689 | $16.23 | 54 |
| 2025 Q1 | 6,199,960 | $96,470,177 | -$8,820,694 | $15.56 | 50 |
| 2024 Q4 | 6,773,982 | $100,464,188 | -$440,602 | $14.83 | 49 |
| 2024 Q3 | 6,695,985 | $105,048,968 | +$5,811,321 | $15.69 | 46 |
| 2024 Q2 | 6,328,919 | $96,539,810 | -$6,165,880 | $15.25 | 49 |
| 2024 Q1 | 6,683,204 | $103,122,321 | +$1,798,813 | $15.43 | 52 |
| 2023 Q4 | 6,574,111 | $95,016,687 | +$9,060,834 | $14.45 | 49 |
| 2023 Q3 | 5,944,943 | $87,925,710 | +$5,135,542 | $14.79 | 48 |
| 2023 Q2 | 5,601,660 | $86,735,300 | +$4,625,506 | $15.47 | 49 |
| 2023 Q1 | 5,304,312 | $81,943,217 | -$3,364,463 | $15.45 | 48 |
| 2022 Q4 | 5,524,793 | $549,874,277 | +$3,729,663 | $15.19 | 55 |
| 2022 Q3 | 5,281,329 | $78,966,446 | -$2,034,148 | $14.95 | 46 |
| 2022 Q2 | 5,415,784 | $89,354,000 | -$1,124,915 | $16.50 | 44 |
| 2022 Q1 | 5,621,760 | $114,498,527 | -$5,640,036 | $20.37 | 38 |
| 2021 Q4 | 5,916,236 | $115,247,565 | -$3,633,748 | $19.48 | 39 |
| 2021 Q3 | 6,096,707 | $124,070,126 | -$6,993,038 | $20.35 | 41 |
| 2021 Q2 | 6,420,119 | $133,434,000 | -$4,309,853 | $20.78 | 36 |
| 2021 Q1 | 6,630,359 | $133,693,000 | +$15,142,080 | $20.18 | 34 |
| 2020 Q4 | 5,910,597 | $103,039,000 | +$37,584,855 | $17.43 | 32 |
| 2020 Q3 | 3,721,887 | $54,105,000 | +$12,453,904 | $14.54 | 22 |
| 2020 Q2 | 2,864,242 | $44,333,000 | +$6,185,246 | $15.48 | 20 |
| 2020 Q1 | 2,465,426 | $35,597,000 | +$26,489,373 | $14.44 | 18 |
| 2019 Q4 | 617,923 | $12,119,000 | +$12,016,000 | $19.62 | 12 |