| 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 31 Dec 2025, 59 institutional investors reported holding 6,177,074 shares of Calamos Long/Short Equity & Dynamic Income Trust - Common Stock (CPZ). This represents 31% 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% | 978,911 | -9.4% | 0.28% | $14,312,000 |
| MORGAN STANLEY | 4.6% | 910,758 | +15% | 0% | $13,315,285 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.5% | 489,213 | +14% | 0.34% | $7,152,294 |
| RAYMOND JAMES FINANCIAL INC | 1.9% | 373,934 | -18% | 0% | $5,466,919 |
| Advisors Asset Management, Inc. | 1.7% | 340,248 | -15% | 0.08% | $4,974,426 |
| Penserra Capital Management LLC | 1.7% | 333,681 | +10% | 0.06% | $4,878,000 |
| LPL Financial LLC | 1.2% | 241,078 | +11% | 0% | $3,524,553 |
| WELLS FARGO & COMPANY/MN | 1.2% | 234,945 | -16% | 0% | $3,434,894 |
| OPPENHEIMER & CO INC | 1.1% | 221,036 | +0.72% | 0.05% | $3,231,546 |
| Pathstone Holdings, LLC | 0.92% | 181,145 | 0.01% | $2,648,340 | |
| UBS Group AG | 0.78% | 154,646 | -36% | 0% | $2,260,924 |
| Closed-End Fund Advisors, Inc. | 0.72% | 141,572 | 0% | 1.2% | $2,069,786 |
| Shaker Financial Services, LLC | 0.64% | 125,750 | 0.59% | $1,853,130 | |
| J.W. COLE ADVISORS, INC. | 0.55% | 108,845 | -2.7% | 0.04% | $1,591,316 |
| OSAIC HOLDINGS, INC. | 0.45% | 88,707 | +0.77% | 0% | $1,296,995 |
| TrueMark Investments, LLC | 0.41% | 80,556 | +2.5% | 0.22% | $1,177,729 |
| Janney Montgomery Scott LLC | 0.4% | 79,747 | +1.4% | 0% | $1,166,000 |
| STIFEL FINANCIAL CORP | 0.4% | 78,580 | -5.9% | 0% | $1,148,811 |
| EVOLVE PRIVATE WEALTH, LLC | 0.35% | 68,360 | 0% | 0.06% | $1,008,994 |
| GUGGENHEIM CAPITAL LLC | 0.34% | 66,250 | -29% | 0.01% | $968,575 |
| STEPHENS INC /AR/ | 0.31% | 62,115 | +24% | 0.01% | $908,121 |
| Private Advisor Group, LLC | 0.31% | 60,650 | -0.82% | 0% | $886,703 |
| JANE STREET GROUP, LLC | 0.29% | 57,167 | 0% | $835,782 | |
| Kestra Advisory Services, LLC | 0.28% | 55,706 | -2.6% | 0% | $814,421 |
| ROYAL BANK OF CANADA | 0.26% | 50,886 | +2.2% | 0% | $744,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,177,074 | $90,343,411 | +$1,743,183 | $14.62 | 59 |
| 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 |