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Calamos Long/Short Equity & Dynamic Income Trust
$13.02 +0.03 (+0.23%) At close · Jul 2
Market Cap
$255.61M
Shares
19,632,194

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 58
Total Value: $79,599,922
Total Shares: 5,865,877

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 58 13F filers · Δ vs Dec 31, 2025
Top Holder
16.7%
Jun 2023 → Mar 2026 · range 14.9% – 18.5%
+0.9 pts
Top 5
53.3%
Jun 2023 → Mar 2026 · range 50.1% – 59.9%
+3.3 pts
Top 10
71.4%
Jun 2023 → Mar 2026 · range 69.7% – 79.6%
+1.7 pts
HHI
792
Jun 2023 → Mar 2026 · range 715 – 868
Broadly held+77

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
28
Decreased
19
Sold Out
7
Unchanged
5
Holder count: -1
Institutional value: -11.9%
Shares held: -5.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +70,488 981,247
Mid READYSTATE ASSET MANAGEMENT LP +36,109 50,009
Mid Belpointe Asset Management LLC +30,991 41,873
Small Fortis Capital Advisors, LLC +30,991 41,873
Mega LPL Financial LLC +21,438 262,516

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid Advisors Asset Management, Inc. −147,709 192,539
Large Pathstone Holdings, LLC −139,601 41,544
Mega JANE STREET GROUP, LLC −41,046 16,121
Large GUGGENHEIM CAPITAL LLC −39,468 26,782
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC −26,702 462,511

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large FIFTH THIRD BANCORP 16,868 $228,898
Mega ENVESTNET ASSET MANAGEMENT INC 16,475 $223,565
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,062 $136,541
Small Quarry LP 2,359 $32,011
Mid SALEM INVESTMENT COUNSELORS INC 1,150 $15,605

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid J.W. COLE ADVISORS, INC. 108,845 $1,591,313
Small Almitas Capital LLC 25,204 $368,482
Large COMERICA BANK 17,768 $259,768
Mid XTX Topco Ltd 14,653 $214,226
Mega BANK OF AMERICA CORP /DE/ 2,557 $37,383
Filter: New 6 Increased 28 Reduced 19 Sold out 7 Unchanged 5
Showing 58 of 58
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $13,315,521 16.73% 981,247
Mid SIT INVESTMENT ASSOCIATES INC $13,283,822 16.69% 978,911
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $6,276,274 7.88% 462,511
Mega RAYMOND JAMES FINANCIAL INC $4,942,885 6.21% 364,251
Mid Penserra Capital Management LLC $4,636,963 5.83% 341,707
Mega LPL Financial LLC $3,562,342 4.48% 262,516
Mega WELLS FARGO & COMPANY/MN $3,231,708 4.06% 238,151
Mid OPPENHEIMER & CO INC $3,060,184 3.84% 225,511
Mid Advisors Asset Management, Inc. $2,612,754 3.28% 192,539
Micro Closed-End Fund Advisors, Inc. $1,876,418 2.36% 138,277
Mega UBS Group AG $1,777,086 2.23% 130,957
Small Shaker Financial Services, LLC $1,682,110 2.11% 123,958
Large OSAIC HOLDINGS, INC. $1,272,811 1.60% 93,796
Small TrueMark Investments, LLC $1,151,767 1.45% 84,876
Large Janney Montgomery Scott LLC $1,138,577 1.43% 83,904
Large STIFEL FINANCIAL CORP $1,072,640 1.35% 79,045
Mid EVOLVE PRIVATE WEALTH, LLC $931,254 1.17% 68,626
Mid STEPHENS INC /AR/ $866,987 1.09% 63,890
Mid Private Advisor Group, LLC $843,375 1.06% 62,150
Mega ROYAL BANK OF CANADA Bank $793,451 1.00% 58,471
Micro INTEGRITY WEALTH ADVISORS, INC. $774,277 0.97% 57,058
Large Kestra Advisory Services, LLC $753,311 0.95% 55,513
Mid Concurrent Investment Advisors, LLC $703,726 0.88% 51,859
Mid READYSTATE ASSET MANAGEMENT LP $678,622 0.85% 50,009
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $621,913 0.78% 45,830
Small Fortis Capital Advisors, LLC $568,216 0.71% 41,873
Mid Belpointe Asset Management LLC $568,216 0.71% 41,873
Large Pathstone Holdings, LLC $563,752 0.71% 41,544
Mid Brookstone Capital Management $519,161 0.65% 38,258
Large Cetera Investment Advisers $494,897 0.62% 36,470
Large Cambridge Investment Research Advisors, Inc. $492,468 0.62% 36,291
Large &PARTNERS $469,494 0.59% 34,598
Small Logan Stone Capital, LLC $463,795 0.58% 34,178
Small MCCARTER PRIVATE WEALTH SERVICES LLC $420,547 0.53% 30,991
Large GUGGENHEIM CAPITAL LLC $363,431 0.46% 26,782
Mid Apollon Wealth Management, LLC $266,813 0.34% 19,662
Mid VestGen Advisors, LLC $260,476 0.33% 19,195
Large COMMONWEALTH EQUITY SERVICES, LLC $249,430 0.31% 18,381
Large FIFTH THIRD BANCORP Bank $228,898 0.29% 16,868
Small Sovran Advisors, LLC $224,949 0.28% 16,577
Mega ENVESTNET ASSET MANAGEMENT INC $223,565 0.28% 16,475
Mega JANE STREET GROUP, LLC $218,761 0.27% 16,121
Mid WEDBUSH SECURITIES INC Broker-Dealer $196,995 0.25% 14,517
Mid B. Riley Wealth Advisors, Inc. $193,874 0.24% 14,287
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $182,937 0.23% 13,481
Mega Invesco Ltd. $152,540 0.19% 11,241
Small Integrated Advisors Network LLC $139,852 0.18% 10,306
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $136,541 0.17% 10,062
Small AdvisorNet Financial, Inc $32,866 0.04% 2,422
Small Quarry LP $32,011 0.04% 2,359
Mid SALEM INVESTMENT COUNSELORS INC $15,605 0.02% 1,150
Mid HARBOUR INVESTMENTS, INC. $13,773 0.02% 1,015
Large Steward Partners Investment Advisory, LLC $13,570 0.02% 1,000
Mid Geneos Wealth Management Inc. $11,724 0.01% 864
Small Capital Analysts, LLC $10,028 0.01% 739
Mid Spire Wealth Management $5,631 0.01% 415
Small HIGHLINE WEALTH PARTNERS LLC $2,714 0.00% 200
Mid Advisory Services Network, LLC $1,614 0.00% 119
Key facts CIK 1717457 CUSIP 12812C106

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