We are live on ! Find out more
CPZ icon

Calamos Long/Short Equity & Dynamic Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Sit Investment Associates
1
Sit Investment Associates
Minnesota
$17.5M -$13.2K -800 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$12.8M +$1.14M +69,471 +10%
Raymond James Financial
3
Raymond James Financial
Florida
$7.36M +$280K +17,042 +4%
Rivernorth Capital Management
4
Rivernorth Capital Management
Florida
$6.92M -$1.79M -108,869 -20%
Advisors Asset Management
5
Advisors Asset Management
Colorado
$6.5M -$1.56M -94,878 -19%
Penserra Capital Management
6
Penserra Capital Management
California
$4.89M +$626K +38,105 +14%
Wells Fargo
7
Wells Fargo
California
$4.53M +$230K +14,014 +5%
UBS Group
8
UBS Group
Switzerland
$3.89M -$2.22M -135,103 -36%
Oppenheimer & Co
9
Oppenheimer & Co
New York
$3.55M +$119K +7,242 +3%
LPL Financial
10
LPL Financial
California
$3.52M +$1.03M +62,354 +40%
J.W. Cole Advisors
11
J.W. Cole Advisors
Florida
$1.81M +$96.5K +5,872 +6%
Cohen & Steers
12
Cohen & Steers
New York
$1.56M -$1.06M -64,705 -40%
Guggenheim Capital
13
Guggenheim Capital
Illinois
$1.5M -$445K -27,040 -23%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.46M -$38.9K -2,369 -3%
Integrity Wealth Advisors
15
Integrity Wealth Advisors
California
$1.45M +$810K +49,288 +123%
Stifel Financial
16
Stifel Financial
Missouri
$1.35M +$44.7K +2,721 +3%
TrueMark Investments
17
TrueMark Investments
Illinois
$1.27M +$1.29M +78,576 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.27M +$243K +14,790 +23%
Private Advisor Group
19
Private Advisor Group
New Jersey
$988K – – –
Kestra Advisory Services
20
Kestra Advisory Services
Texas
$924K -$3.94K -240 -0.4%
Stephens Inc
21
Stephens Inc
Arkansas
$807K +$2.88K +175 +0.4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$805K -$19.8K -1,202 -2%
Blue Bell Private Wealth Management
23
Blue Bell Private Wealth Management
Pennsylvania
$609K +$4.01K +244 +0.7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$556K +$41.8K +2,542 +8%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$530K +$52K +3,166 +11%