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CPZ

Calamos Long/Short Equity & Dynamic Income Trust
CPZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.5M +$440K +28,704 +3%
SIA
2
Sit Investment Associates
Minnesota
$12.3M +$927K +60,505 +8%
UBS Group
3
UBS Group
Switzerland
$7.17M +$1.14M +74,567 +18%
Wells Fargo
4
Wells Fargo
California
$6.18M -$2.03M -132,610 -24%
SCM
5
Saba Capital Management
New York
$5.93M +$2.54M +165,626 +70%
RCM
6
Rivernorth Capital Management
Florida
$5.65M +$902K +58,882 +18%
AAM
7
Advisors Asset Management
Colorado
$4.27M -$26.1K -1,704 -0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.71M -$520K -33,964 -16%
CA
9
Cornerstone Advisors
North Carolina
$2.53M -$378K -24,687 -13%
OC
10
Oppenheimer & Co
New York
$2.38M +$183K +11,968 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.87M +$207K +13,504 +12%
SFS
12
Shaker Financial Services
Virginia
$1.7M -$1.46M -95,148 -45%
AA
13
AQR Arbitrage
Connecticut
$1.58M +$939K +61,313 +135%
GC
14
Guggenheim Capital
Illinois
$1.49M +$368K +24,019 +31%
Cohen & Steers
15
Cohen & Steers
New York
$1.41M +$1.45M +95,000 New
AC
16
Almitas Capital
California
$1.29M – – –
LPL Financial
17
LPL Financial
California
$1.19M +$698K +45,568 +131%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.17M +$286K +18,681 +31%
Stifel Financial
19
Stifel Financial
Missouri
$1.16M +$29.5K +1,929 +3%
RJA
20
Raymond James & Associates
Florida
$1.07M +$42.2K +2,755 +4%
SI
21
Stephens Inc
Arkansas
$901K +$53K +3,460 +6%
LSC
22
Logan Stone Capital
Illinois
$880K -$124K -8,069 -12%
Osaic Holdings
23
Osaic Holdings
Arizona
$731K +$46.7K +3,051 +7%
AWS
24
Atria Wealth Solutions
New York
$697K -$43.8K -2,858 -6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$687K +$712K +46,481 New
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