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 | 08/13/2026 | 833.06 K | $10.90 M | -15.10% | 4.24% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 827.58 K | $10.83 M | -15.46% | 4.22% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 465.88 K | $6.09 M | 0.73% | 2.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 384.85 K | $5.03 M | 5.65% | 1.96% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 355.24 K | $4.65 M | 3.96% | 1.81% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 335.55 K | $4.39 M | 100.00% | 1.71% |
| LPL FINANCIAL LLC | 08/07/2026 | 309.51 K | $4.05 M | 17.90% | 1.58% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 226.85 K | $2.97 M | -4.75% | 1.16% |
| OPPENHEIMER & CO INC | 08/03/2026 | 222.70 K | $2.91 M | -1.25% | 1.13% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 184.02 K | $2.41 M | 48.46% | 0.94% |
| ATLAS WEALTH LLC | 07/28/2026 | 147.23 K | $1.93 M | 100.00% | 0.75% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 143.18 K | $1.87 M | 3.54% | 0.73% |
| UBS GROUP AG | 08/13/2026 | 131.64 K | $1.72 M | 0.52% | 0.67% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 122.65 K | $1.60 M | -36.30% | 0.62% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 111.69 K | $1.46 M | 19.08% | 0.57% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 90.88 K | $1.19 M | 7.07% | 0.46% |
| STEPHENS INC /AR/ | 07/29/2026 | 84.91 K | $1.11 M | 32.90% | 0.43% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 83.89 K | $1.10 M | -0.02% | 0.43% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 77.44 K | $1.01 M | -2.03% | 0.39% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 67.71 K | $885.66 K | -1.33% | 0.34% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 59.90 K | $783.52 K | 30.70% | 0.31% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 59.34 K | $776.10 K | 260.15% | 0.30% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 55.89 K | $731.04 K | 0.68% | 0.28% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 48.00 K | $627.80 K | -7.45% | 0.24% |
| ROYAL BANK OF CANADA | 08/14/2026 | 44.95 K | $588.00 K | -23.12% | 0.23% |
| BROOKSTONE CAPITAL MANAGEMENT | 07/15/2026 | 43.83 K | $573.31 K | 14.57% | 0.22% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 41.17 K | $538.45 K | 20.45% | 0.21% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 39.06 K | $510.94 K | 45.86% | 0.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 38.84 K | $508.07 K | 6.51% | 0.20% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 38.58 K | $504.68 K | 100.00% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 35.70 K | $466.93 K | 3.18% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 28.54 K | $373.00 K | -21.37% | 0.15% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 28.29 K | $370.06 K | -43.43% | 0.14% |
| HRT FINANCIAL LP | 08/14/2026 | 27.89 K | $364.00 K | 100.00% | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 26.74 K | $352.75 K | 98.38% | 0.14% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 19.66 K | $257.18 K | 0.00% | 0.10% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 18.36 K | $241.64 K | 10.77% | 0.09% |
| IMC-CHICAGO, LLC | 08/06/2026 | 17.82 K | $233.03 K | 100.00% | 0.09% |
| BLEAKLEY FINANCIAL GROUP, LLC | 08/05/2026 | 16.90 K | $221.05 K | 100.00% | 0.09% |
| FIFTH THIRD BANCORP | 08/05/2026 | 16.87 K | $220.63 K | 0.00% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 16.57 K | $216.68 K | -9.87% | 0.08% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 16.45 K | $215.17 K | -14.30% | 0.08% |
| JANE STREET GROUP, LLC | 08/14/2026 | 16.44 K | $215.09 K | 2.00% | 0.08% |
| MAREX GROUP PLC | 08/14/2026 | 16.12 K | $210.84 K | 100.00% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 15.30 K | $200.11 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 12.84 K | $167.91 K | 100.00% | 0.07% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 12.14 K | $159.00 K | -16.40% | 0.06% |
| INVESCO LTD. | 08/14/2026 | 11.11 K | $145.36 K | -1.14% | 0.06% |
| SPIREPOINT PRIVATE CLIENT, LLC | 08/05/2026 | 10.61 K | $138.81 K | 100.00% | 0.05% |
| INTEGRATED ADVISORS NETWORK LLC | 08/11/2026 | 10.31 K | $134.80 K | 0.00% | 0.05% |
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Calamos Long/Short Equity & Dynamic Income Trust institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of Calamos Long/Short Equity & Dynamic Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 833,063
SIT INVESTMENT ASSOCIATES INC: 827,578
RIVERNORTH CAPITAL MANAGEMENT, LLC: 465,879
RAYMOND JAMES FINANCIAL INC: 384,849
Penserra Capital Management LLC: 355,241
Saba Capital Management, L.P.: 335,551
30.92% of Calamos Long/Short Equity & Dynamic Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.70 M shares in the last 24 months. This purchase volume represents approximately $97.38 M in transactions.