Capital Analysts, LLC
Position in CPZ — Calamos Long/Short Equity & Dynamic Income Trust
CIK 1624758
FORT WASHINGTON, PA
Position in CPZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,666
-$362 QoQ
Shares Held
739
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 62 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $11,481,598 across 35 Asset Management names. CPZ ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,556 | $4,380,867 | |
| 2 | KKR |
KKR & Co. Inc.
|
21,389 | $1,961,706 | |
| 3 | BX |
Blackstone Inc.
|
10,706 | $1,259,774 | |
| 4 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
36,343 | $751,209 | |
| 5 | MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
|
66,245 | $481,327 | |
| 6 | GOF |
Guggenheim Strategic Opportunities Fund
|
37,376 | $408,145 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
32,953 | $396,424 | |
| 8 | GAM |
General American Investors Co Inc
|
4,483 | $285,791 |
All Filings in CPZ
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,666 | 739 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $10,028 | 739 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $10,804 | 739 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $11,942 | 739 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,993 | 739 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $11,498 | 739 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $22,173 | 1,454 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $22,435 | 1,454 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $50,069 | 3,465 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $65,608 | 4,436 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $218,915 | 14,151 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $301,089 | 19,488 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $296,022 | 19,488 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $435,523 | 29,132 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $656,122 | 39,765 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $754,952 | 37,062 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $679,910 | 34,903 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $602,319 | 29,598 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $299,896 | 14,432 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $190,035 | 9,417 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||