Calamos Long/Short Equity & Dynamic Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 981.25 K | $13.32 M | 7.74% | 5.00% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 978.91 K | $13.28 M | 0.00% | 4.99% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 462.51 K | $6.28 M | -5.46% | 2.36% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 364.25 K | $4.94 M | -2.59% | 1.86% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 341.71 K | $4.64 M | 2.41% | 1.74% |
| LPL FINANCIAL LLC | 05/06/2026 | 262.52 K | $3.56 M | 8.89% | 1.34% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 238.15 K | $3.23 M | 1.36% | 1.21% |
| OPPENHEIMER & CO INC | 04/24/2026 | 225.51 K | $3.06 M | 2.02% | 1.15% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 192.54 K | $2.61 M | -43.41% | 0.98% |
| 05/11/2026 | 138.28 K | $1.88 M | -2.33% | 0.70% | |
| UBS GROUP AG | 05/05/2026 | 130.96 K | $1.78 M | -15.32% | 0.67% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 123.96 K | $1.68 M | -1.43% | 0.63% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 93.80 K | $1.27 M | 5.74% | 0.48% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 84.88 K | $1.15 M | 5.36% | 0.43% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 83.90 K | $1.14 M | 5.21% | 0.43% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 79.05 K | $1.07 M | 0.59% | 0.40% |
| 04/16/2026 | 68.63 K | $931.26 K | 0.39% | 0.35% | |
| STEPHENS INC /AR/ | 04/28/2026 | 63.89 K | $866.99 K | 2.86% | 0.33% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 62.15 K | $843.38 K | 2.47% | 0.32% |
| ROYAL BANK OF CANADA | 05/15/2026 | 58.47 K | $793.00 K | 14.91% | 0.30% |
| INTEGRITY WEALTH ADVISORS, INC. | 05/14/2026 | 57.06 K | $774.28 K | 22.29% | 0.29% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 55.51 K | $753.31 K | -0.35% | 0.28% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 51.86 K | $703.73 K | 31.19% | 0.26% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 50.01 K | $678.62 K | 259.78% | 0.25% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 45.83 K | $621.91 K | 14.53% | 0.23% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 41.87 K | $568.22 K | 284.79% | 0.21% |
| FORTIS CAPITAL ADVISORS, LLC | 04/28/2026 | 41.87 K | $568.22 K | 284.79% | 0.21% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 41.54 K | $563.75 K | -77.07% | 0.21% |
| BROOKSTONE CAPITAL MANAGEMENT | 04/16/2026 | 38.26 K | $519.16 K | 4.21% | 0.19% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 36.47 K | $494.90 K | 1.82% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 36.29 K | $492.00 K | -3.70% | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 34.60 K | $469.49 K | 2.89% | 0.18% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 34.18 K | $463.80 K | 30.25% | 0.17% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 05/15/2026 | 30.99 K | $420.55 K | -5.06% | 0.16% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 26.78 K | $363.43 K | -59.57% | 0.14% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 19.66 K | $266.81 K | 0.00% | 0.10% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 19.20 K | $257.60 K | -7.32% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 18.38 K | $249.43 K | 0.22% | 0.09% |
| FIFTH THIRD BANCORP | 05/01/2026 | 16.87 K | $228.90 K | 100.00% | 0.09% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 16.58 K | $226.27 K | 31.34% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 16.48 K | $223.56 K | 100.00% | 0.08% |
| JANE STREET GROUP, LLC | 05/12/2026 | 16.12 K | $218.76 K | -71.80% | 0.08% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 14.52 K | $197.00 K | 1.60% | 0.07% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 14.29 K | $189.02 K | -56.21% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 13.48 K | $183.88 K | -13.52% | 0.07% |
| INVESCO LTD. | 05/12/2026 | 11.24 K | $152.54 K | 0.30% | 0.06% |
| INTEGRATED ADVISORS NETWORK LLC | 04/28/2026 | 10.31 K | $139.85 K | -10.82% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 10.06 K | $136.54 K | 100.00% | 0.05% |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 2.42 K | $32.87 K | -18.94% | 0.01% |
| QUARRY LP | 05/15/2026 | 2.36 K | $32.01 K | 100.00% | 0.01% |
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Calamos Long/Short Equity & Dynamic Income Trust institutional Ownership - FAQ's
During the previous two years, 74 institutional investors and hedge funds held shares of Calamos Long/Short Equity & Dynamic Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 981,247
SIT INVESTMENT ASSOCIATES INC: 978,911
RIVERNORTH CAPITAL MANAGEMENT, LLC: 462,511
RAYMOND JAMES FINANCIAL INC: 364,251
Penserra Capital Management LLC: 341,707
LPL Financial LLC: 262,516
29.88% of Calamos Long/Short Equity & Dynamic Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.23 M shares in the last 24 months. This purchase volume represents approximately $90.59 M in transactions.