CPZNasdaqFiscal year ends October 31
Calamos Long/Short Equity & Dynamic Income Trust
$12.44−0.02 (-0.16%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
6M
Shares held, 13F filers
Institutional holders
61
13 new, 9 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 47 sales
Net sold $1.08M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Sit Investment Associates, Inc. | 1,007,522 | 5.10% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CPZ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 833,063 | – | $10.90M | −148,184 | 0.00% |
| Sit Investment Associates Inc | 827,578 | – | $10.83K | −151,333 | 0.20% |
| Rivernorth Capital Management, LLC | 465,879 | – | $6.09M | +3,368 | 0.29% |
| Raymond James Financial Inc | 384,849 | – | $5.03M | +20,598 | 0.00% |
| Penserra Capital Management LLC | 355,241 | – | $4.65K | +13,534 | 0.04% |
| Saba Capital Management, L.P. | 335,551 | – | $4.39M | New | 0.11% |
| LPL Financial LLC | 309,510 | – | $4.05M | +46,994 | 0.00% |
| Wells Fargo & Company/Mn | 226,846 | – | $2.97M | −11,305 | 0.00% |
| Oppenheimer & Co Inc | 222,701 | – | $2.91M | −2,810 | 0.03% |
| Shaker Financial Services, LLC | 184,023 | – | $2.41M | +60,065 | 0.75% |
| Atlas Wealth LLC | 147,233 | – | $1.93M | New | 0.27% |
| Closed-End Fund Advisors, Inc. | 143,176 | – | $1.87M | +4,899 | 1.83% |
| UBS Group AG | 131,644 | – | $1.72M | +687 | 0.00% |
| Advisors Asset Management, Inc. | 122,651 | – | $1.60M | −69,888 | 0.02% |
| Osaic Holdings, Inc. | 111,689 | – | $1.46M | +17,893 | 0.00% |
| TrueMark Investments, LLC | 90,879 | – | $1.19M | +6,003 | 0.15% |
| Stephens Inc /Ar/ | 84,912 | – | $1.11M | +21,022 | 0.01% |
| Janney Montgomery Scott LLC | 83,886 | – | $1.10K | −18 | 0.00% |
| Stifel Financial Corp | 77,441 | – | $1.01M | −1,604 | 0.00% |
| Evolve Private Wealth, LLC | 67,711 | – | $885.66K | −915 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | 6M | 13 / 23 | 16 / 9 | 1M | 1M |
| Q1 2026 | 58 | 6M | 6 / 28 | 19 / 5 | 0M | 1M |
| Q4 2025 | 59 | 6M | 13 / 23 | 17 / 12 | 1M | 1M |
| Q3 2025 | 59 | 6M | 12 / 23 | 14 / 6 | 1M | 1M |
| Q2 2025 | 54 | 6M | 8 / 20 | 18 / 6 | 0M | 1M |
| Q1 2025 | 52 | 6M | 10 / 18 | 16 / 8 | 0M | 1M |
| Q4 2024 | 50 | 7M | 8 / 21 | 13 / 3 | 1M | 0M |
| Q3 2024 | 47 | 7M | 7 / 22 | 12 / 9 | 1M | 0M |
| Q2 2024 | 49 | 6M | 5 / 20 | 18 / 8 | 0M | 3M |
| Q1 2024 | 52 | 9M | 11 / 21 | 15 / 8 | 2M | 1M |
| Q4 2023 | 49 | 8M | 7 / 20 | 20 / 6 | 2M | 0M |
| Q3 2023 | 48 | 6M | 4 / 22 | 16 / 4 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CPZ | Value | % of fund | As of |
|---|---|---|---|---|---|
| Amplify CEF High Income ETF | 353,549 | – | $4.62M | 0.64% | Jun 30, 2026 |
| RiverNorth Active Income ETF | 91,440 | – | $1.21M | 3.06% | Jul 31, 2026 |
| Saba Closed-End Funds ETF | 39,760 | – | $518.87K | 0.12% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| John P. Calamos Sr | President and Chairman, Director | 80,152 | Dec 18, 2025 |
| John S. Koudounis | Vice President | 5,189 | Sep 9, 2025 |
| Walter M. Kelly | Chief Compliance Officer | – | Aug 4, 2025 |
| Thomas E. Herman | VP and CFO | 0 | Jan 31, 2025 |
| Thomas P. Kiley III | Vice President | – | Dec 27, 2024 |
| Christopher M. Toub | Director | 3,000 | Jan 10, 2025 |
| Jeffrey S. Phlegar | – | – | Sep 9, 2025 |
| Hugh Armstrong | – | – | Sep 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −750 | $14.74 | $11.06K | 5,450 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −3,667 | $14.73 | $54.01K | 6,200 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −1,150.16 | $14.72 | $16.93K | 9,867 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −600 | $14.71 | $8.83K | 11,017 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −400 | $14.70 | $5.88K | 11,617 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −700 | $14.68 | $10.28K | 12,017 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −800 | $14.67 | $11.74K | 12,717 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −800 | $14.81 | $11.85K | 0 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −350 | $14.75 | $5.16K | 5,100 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −2,100 | $14.76 | $31.00K | 3,000 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −600 | $14.77 | $8.86K | 2,400 |
| John P. Calamos Sr President and Chairman, Director | Dec 17, 2025 | Sale | −1,600 | $14.79 | $23.66K | 800 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −348 | $14.60 | $5.08K | 38,469 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −1,034 | $14.70 | $15.20K | 34,951 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −736 | $14.63 | $10.77K | 37,193 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −144 | $14.82 | $2.13K | 13,817 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −260 | $14.76 | $3.84K | 13,961 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −10,225 | $14.75 | $150.82K | 14,221 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −190 | $14.74 | $2.80K | 24,446 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −6,190 | $14.73 | $91.18K | 24,636 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −231 | $14.72 | $3.40K | 30,826 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −3,894 | $14.71 | $57.28K | 31,057 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −540 | $14.62 | $7.89K | 37,929 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −612 | $14.69 | $8.99K | 35,985 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −32 | $14.68 | $470 | 36,597 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −336 | $14.66 | $4.93K | 36,629 |
| John P. Calamos Sr President and Chairman, Director | Dec 16, 2025 | Sale | −228 | $14.65 | $3.34K | 36,965 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −1,400 | $14.64 | $20.50K | 57,417 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −1,599 | $14.63 | $23.39K | 55,818 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −2,726 | $14.62 | $39.85K | 53,092 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −5,475 | $14.61 | $79.99K | 47,617 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −3,180 | $14.56 | $46.30K | 38,817 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −1,320 | $14.57 | $19.23K | 41,997 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −500 | $14.58 | $7.29K | 43,317 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −1,300 | $14.59 | $18.97K | 43,817 |
| John P. Calamos Sr President and Chairman, Director | Dec 15, 2025 | Sale | −2,500 | $14.60 | $36.50K | 45,117 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −800 | $14.69 | $11.75K | 70,617 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −2,100 | $14.64 | $30.74K | 71,417 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −1,900 | $14.65 | $27.84K | 68,717 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −2,400 | $14.60 | $35.04K | 66,317 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −2,535 | $14.63 | $37.09K | 63,782 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −2,000 | $14.62 | $29.24K | 61,782 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −1,185 | $14.56 | $17.25K | 60,597 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −980 | $14.55 | $14.26K | 59,617 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −300 | $14.57 | $4.37K | 59,317 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −200 | $14.68 | $2.94K | 59,117 |
| John P. Calamos Sr President and Chairman, Director | Dec 12, 2025 | Sale | −600 | $14.61 | $8.77K | 58,817 |
| Thomas E. Herman VP and CFO | Jan 30, 2025 | Sale | −13,391 | $15.62 | $209.17K | 0 |
| Thomas E. Herman VP and CFO | Jan 29, 2025 | Sale | −13,392 | $15.58 | $208.65K | 13,391 |
| Christopher M. Toub Director | Jan 8, 2025 | Buy | +1,500 | $15.20 | $22.80K | 3,000 |
| John S. Koudounis Vice President | Sep 19, 2024 | Sale | −24,739 | $15.41 | $381.23K | 0 |
| Thomas E. Herman VP and CFO | May 1, 2024 | Buy | +167 | $15.54 | $2.60K | 26,783 |
| Thomas E. Herman VP and CFO | May 1, 2024 | Buy | +16,141 | $15.56 | $251.15K | 26,616 |
| Mark Mickey Chief Compliance Officer | Feb 14, 2024 | Buy | +1,500 | $14.90 | $22.35K | 1,500 |
| John P. Calamos Sr President and Chairman, Director | Dec 20, 2023 | Buy | +1,154 | $14.84 | $17.13K | 57,963 |
| John P. Calamos Sr President and Chairman, Director | Dec 20, 2023 | Buy | +1,000 | $14.88 | $14.88K | 62,503 |
| John P. Calamos Sr President and Chairman, Director | Dec 20, 2023 | Buy | +2,610 | $14.89 | $38.86K | 65,113 |
| John P. Calamos Sr President and Chairman, Director | Dec 20, 2023 | Buy | +2,244 | $14.87 | $33.37K | 61,503 |
| John P. Calamos Sr President and Chairman, Director | Dec 20, 2023 | Buy | +666 | $14.86 | $9.90K | 59,259 |
| John P. Calamos Sr President and Chairman, Director | Dec 20, 2023 | Buy | +630 | $14.85 | $9.36K | 58,593 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.