CPZ
Calamos Long/Short Equity & Dynamic Income Trust
Nasdaq
Total Trades
7
Buys
3
Sells
4
Largest Trade
$500K+
Insiders
4
Institutional Funds
48
Inst. Value
$1M+
Activist Filings
6
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| CALAMOS JOHN P SR | President and Chai… | SELL | $100K–$500K | 14K | $14.74 | Dec 18, 2025 |
| CALAMOS JOHN P SR | President and Chai… | SELL | $100K–$500K | 25K | $14.72 | Dec 17, 2025 |
| CALAMOS JOHN P SR | President and Chai… | SELL | $500K+ | 35K | $14.61 | Dec 16, 2025 |
| Herman Thomas E | VP and CFO | SELL | $100K–$500K | 27K | $15.60 | Jan 31, 2025 |
| TOUB CHRISTOPHER M | Director | BUY | $15K–$50K | 2K | $15.20 | Jan 10, 2025 |
| Herman Thomas E | VP and CFO | BUY | $100K–$500K | 16K | $15.55 | May 2, 2024 |
| Mickey Mark | Chief Compliance O… | BUY | $15K–$50K | 2K | $14.90 | Feb 15, 2024 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 48 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 979K | $1M+ | SH |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 489K | $1M+ | SH |
| Advisors Asset Management, Inc. | 340K | $1M+ | SH |
| Penserra Capital Management LLC | 334K | $1M+ | SH |
| LPL Financial LLC | 241K | $1M+ | SH |
| OPPENHEIMER & CO INC | 221K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 182K | $1M+ | SH |
| Pathstone Holdings, LLC | 181K | $1M+ | SH |
| UBS Group AG | 148K | $1M+ | SH |
| Closed-End Fund Advisors, Inc. | 142K | $1M+ | SH |
| Shaker Financial Services, LLC | 126K | $1M+ | SH |
| J.W. COLE ADVISORS, INC. | 109K | $1M+ | SH |
| TrueMark Investments, LLC | 81K | $1M+ | SH |
| Janney Montgomery Scott LLC | 80K | $1M+ | SH |
| STIFEL FINANCIAL CORP | 79K | $1M+ | SH |
| GUGGENHEIM CAPITAL LLC | 66K | $500K+ | SH |
| STEPHENS INC /AR/ | 62K | $500K+ | SH |
| Kestra Advisory Services, LLC | 56K | $500K+ | SH |
| WELLS FARGO & COMPANY/MN | 54K | $500K+ | SH |
| JANE STREET GROUP, LLC | 48K | $500K+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Sit Investment Associates, Inc.
SC 13G · Jan 3, 2025
5.1%
1.0M shares
SC 13D/A · Dec 6, 2024
4.9%
958K shares
SC 13D · Mar 18, 2024
5.1%
996K shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 12, 2024
4.6%
908K shares
SC 13G/A · Feb 14, 2022
1.8%
348K shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G · Feb 11, 2022
6.1%
1.2M shares