How many institutions held CPZ - Calamos Long/Short Equity & Dynamic Income Trust - Common Stock in Q4 2020?

32 institutional investors reported CPZ - Calamos Long/Short Equity & Dynamic Income Trust - Common Stock for Q4 2020. Use the holders table for investor-level position and value details.

Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ)

Q: What does CUSIP 12812C106 represent in this 13F holders report?

CUSIP 12812C106 is the security identifier for CPZ - Calamos Long/Short Equity & Dynamic Income Trust - Common Stock used to aggregate holder disclosures.

CUSIP: 12812C106

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class: Equity / Common Stock
Shares outstanding: 19,977,776
Total 13F shares: 5,910,597
Share change: +2,150,324
Total reported value: $103,039,000
Price per share: $17.43
Number of holders: 32
Value change: +$37,584,855
Number of buys: 23
Number of sells: 7

Security key

12812C106

Report period

Q4 2020

Institutions

Top holders

CPZ full security history Newer quarter: Q1 2021 Previous quarter: Q3 2020 Calamos Long/Short Equity & Dynamic Income Trust SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 12812C106

Newer quarter: Q1 2021 Previous quarter: Q3 2020

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top shareholders of CPZ - Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.

Lead holder

MORGAN STANLEY

13D/G signal

—

Evidence rows

Latest as of

30 Sep 2020

13F Lead comparable stake: 4.3%

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
MORGAN STANLEY	13F Company 13F	4.3%	$12,507,000 860,452 shares	—	30 Sep 2020
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F Company 13F	3.2%	$9,164,000 630,290 shares	—	30 Sep 2020
UBS Group AG	13F Company 13F	2.7%	$7,980,000 549,044 shares	—	30 Sep 2020
Shaker Financial Services, LLC	13F Company 13F	1.5%	$4,483,000 308,418 shares	—	30 Sep 2020
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13F Company 13F	1.5%	$4,483,000 308,076 shares	—	30 Sep 2020
WELLS FARGO & COMPANY/MN	13F Company 13F	1.5%	$4,392,000 302,132 shares	—	30 Sep 2020
Matisse Capital	13F Company 13F	1.4%	$4,059,000 279,268 shares	—	30 Sep 2020
Cornerstone Advisors, LLC	13F Company 13F	0.55%	$1,599,000 110,125 shares	—	30 Sep 2020
ROYAL BANK OF CANADA	13F Company 13F	0.49%	$1,429,000 98,301 shares	—	30 Sep 2020
OPPENHEIMER & CO INC	13F Company 13F	0.44%	$1,269,000 87,295 shares	—	30 Sep 2020
RAYMOND JAMES & ASSOCIATES	13F Company 13F	0.26%	$754,000 51,884 shares	—	30 Sep 2020
STEPHENS INC /AR/	13F Company 13F	0.14%	$413,000 28,400 shares	—	30 Sep 2020
STIFEL FINANCIAL CORP	13F Company 13F	0.14%	$395,000 27,200 shares	—	30 Sep 2020
B. Riley Wealth Advisors, Inc.	13F Company 13F	0.09%	$255,000 17,500 shares	—	30 Sep 2020
NEXT Financial Group, Inc	13F Company 13F	0.08%	$226,000 15,578 shares	—	30 Sep 2020
D.A. DAVIDSON & CO.	13F Company 13F	0.07%	$214,000 14,700 shares	—	30 Sep 2020
WEDBUSH SECURITIES INC	13F Company 13F	0.07%	$204,000 14,022 shares	—	30 Sep 2020
Calamos Wealth Management LLC	13F Company 13F	0.06%	$185,000 12,739 shares	—	30 Sep 2020
Birch Capital Management, LLC	13F Company 13F	0.01%	$41,000 2,799 shares	—	30 Sep 2020
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	13F Company 13F	0.01%	$29,000 1,990 shares	—	30 Sep 2020
OSAIC HOLDINGS, INC.	13F Company 13F	0.01%	$18,000 1,250 shares	—	30 Sep 2020
BANK OF AMERICA CORP /DE/	13F Company 13F	0%	$6,000 424 shares	—	30 Sep 2020
CITIGROUP INC	13F Company 13F	0%	$1,000 53 shares	—	30 Sep 2020

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

5,910,597

Rows loaded

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders

Q4 2020 holders

Holder diff

Investor	Q3 2020 Shares	Q4 2020 Shares	Share Diff	Share Chg %	Q3 2020 Value $	Q4 2020 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.