Calamos Long/Short Equity & Dynamic Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 978.91 K | $14.31 M | -9.37% | 4.99% |
| MORGAN STANLEY | 02/13/2026 | 910.76 K | $13.32 M | 15.32% | 4.64% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 489.21 K | $7.15 M | 14.22% | 2.49% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 373.93 K | $5.47 M | -17.84% | 1.90% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 340.25 K | $4.97 M | -15.18% | 1.73% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 333.68 K | $4.88 M | 10.20% | 1.70% |
| LPL FINANCIAL LLC | 02/11/2026 | 241.08 K | $3.52 M | 10.70% | 1.23% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 234.95 K | $3.43 M | -16.25% | 1.20% |
| OPPENHEIMER & CO INC | 02/02/2026 | 221.04 K | $3.23 M | 0.72% | 1.13% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 181.15 K | $2.65 M | 100.00% | 0.92% |
| UBS GROUP AG | 01/29/2026 | 154.65 K | $2.26 M | -35.69% | 0.79% |
| 02/11/2026 | 141.57 K | $2.07 M | 100.00% | 0.72% | |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 125.75 K | $1.85 M | 100.00% | 0.64% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 108.85 K | $1.59 M | -2.68% | 0.55% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 88.71 K | $1.30 M | 0.77% | 0.45% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 80.56 K | $1.18 M | 2.52% | 0.41% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 79.75 K | $1.17 M | 1.43% | 0.41% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 78.58 K | $1.15 M | -5.87% | 0.40% |
| 02/17/2026 | 68.36 K | $1.01 M | 100.00% | 0.35% | |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 66.25 K | $968.58 K | -28.60% | 0.34% |
| STEPHENS INC /AR/ | 02/05/2026 | 62.12 K | $908.12 K | 24.43% | 0.32% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 60.65 K | $886.70 K | -0.82% | 0.31% |
| JANE STREET GROUP, LLC | 02/12/2026 | 57.17 K | $835.78 K | 100.00% | 0.29% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 55.71 K | $814.42 K | -2.62% | 0.28% |
| ROYAL BANK OF CANADA | 02/17/2026 | 50.89 K | $744.00 K | 2.20% | 0.26% |
| INTEGRITY WEALTH ADVISORS, INC. | 02/17/2026 | 46.66 K | $682.16 K | -47.74% | 0.24% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 40.01 K | $585.01 K | 6.23% | 0.20% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 39.53 K | $577.91 K | 100.00% | 0.20% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 37.68 K | $551.00 K | 9.59% | 0.19% |
| BROOKSTONE CAPITAL MANAGEMENT | 01/15/2026 | 36.71 K | $536.76 K | 45.81% | 0.19% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 35.82 K | $523.64 K | 9.15% | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 33.63 K | $491.62 K | 100.00% | 0.17% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 02/10/2026 | 32.64 K | $477.21 K | 0.00% | 0.17% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 32.63 K | $477.03 K | 3.05% | 0.17% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 26.24 K | $383.63 K | 100.00% | 0.13% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 25.20 K | $368.48 K | 100.00% | 0.13% |
| VESTGEN ADVISORS, LLC | 02/17/2026 | 20.71 K | $302.78 K | -22.03% | 0.11% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 19.66 K | $287.46 K | 100.00% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 18.34 K | $268.13 K | -0.13% | 0.09% |
| COMERICA BANK | 01/29/2026 | 17.77 K | $259.77 K | 0.01% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 15.59 K | $232.11 K | -18.73% | 0.08% |
| XTX TOPCO LTD | 02/17/2026 | 14.65 K | $214.23 K | 100.00% | 0.07% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 14.29 K | $209.00 K | 10.67% | 0.07% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 13.90 K | $203.22 K | 100.00% | 0.07% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 12.62 K | $190.20 K | 4.23% | 0.06% |
| INTEGRATED ADVISORS NETWORK LLC | 02/17/2026 | 11.56 K | $168.95 K | 0.00% | 0.06% |
| INVESCO LTD. | 02/19/2026 | 11.21 K | $163.85 K | 7.53% | 0.06% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 10.88 K | $159.10 K | 2.93% | 0.06% |
| FORTIS CAPITAL ADVISORS, LLC | 01/27/2026 | 10.88 K | $159.10 K | 2.93% | 0.06% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 2.99 K | $43.69 K | 6.11% | 0.02% |
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Calamos Long/Short Equity & Dynamic Income Trust institutional Ownership - FAQ's
During the previous two years, 81 institutional investors and hedge funds held shares of Calamos Long/Short Equity & Dynamic Income Trust. The most heavily invested institutionals were:
OPPENHEIMER & CO INC: 225,511
UBS Group AG: 130,957
TrueMark Investments, LLC: 84,876
Janney Montgomery Scott LLC: 83,904
STEPHENS INC /AR/: 63,890
Private Advisor Group, LLC: 62,150
31.46% of Calamos Long/Short Equity & Dynamic Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.50 M shares in the last 24 months. This purchase volume represents approximately $94.42 M in transactions.