NAPERVILLE, IL
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUSTCPZ— Latest position per institution from SEC 13F filings
15
Institutional holders
5.24M
Total shares held
51.40M
Estimated value
261.97K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
981.25K
Value
13.32M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
978.91K
Value
13.28K
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
462.51K
Value
6.28M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
364.25K
Value
4.94M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
341.71K
Value
4.64K
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
262.52K
Value
3.56M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
238.15K
Value
3.23M
Filed
Mar 31, 2026
OPPENHEIMER & CO INC
CIK 822581
Shares
225.51K
Value
3.06M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
192.54K
Value
2.61M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
159.65K
Value
2.50M
Filed
Sep 30, 2024
CLOSED-END FUND ADVISORS, INC.
CIK 2103520
Shares
138.28K
Value
1.88M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
130.96K
Value
1.78M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
123.96K
Value
1.68M
Filed
Mar 31, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
108.84K
Value
1.59M
Filed
Dec 31, 2025
COHEN & STEERS, INC.
CIK 1284812
Shares
96.15K
Value
1.56K
Filed
Sep 30, 2025
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
93.80K
Value
1.27M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
92.60K
Value
1.45M
Filed
Sep 30, 2024
TRUEMARK INVESTMENTS, LLC
CIK 1974457
Shares
84.88K
Value
1.15M
Filed
Mar 31, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
83.90K
Value
1.14K
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
79.05K
Value
1.07M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 981.25K | 13.32M | Mar 31, 2026 |
| 2 | SIT INVESTMENT ASSOCIATES INC | 769317 | 978.91K | 13.28K | Mar 31, 2026 |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 462.51K | 6.28M | Mar 31, 2026 |
| 4 | RAYMOND JAMES FINANCIAL INC | 720005 | 364.25K | 4.94M | Mar 31, 2026 |
| 5 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 341.71K | 4.64K | Mar 31, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 262.52K | 3.56M | Mar 31, 2026 |
| 7 | WELLS FARGO & COMPANY/MN | 72971 | 238.15K | 3.23M | Mar 31, 2026 |
| 8 | OPPENHEIMER & CO INC | 822581 | 225.51K | 3.06M | Mar 31, 2026 |
| 9 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 192.54K | 2.61M | Mar 31, 2026 |
| 10 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 159.65K | 2.50M | Sep 30, 2024 |
| 11 | CLOSED-END FUND ADVISORS, INC. | 2103520 | 138.28K | 1.88M | Mar 31, 2026 |
| 12 | UBS GROUP AG | 1610520 | 130.96K | 1.78M | Mar 31, 2026 |
| 13 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 123.96K | 1.68M | Mar 31, 2026 |
| 14 | J.W. COLE ADVISORS, INC. | 1404763 | 108.84K | 1.59M | Dec 31, 2025 |
| 15 | COHEN & STEERS, INC. | 1284812 | 96.15K | 1.56K | Sep 30, 2025 |
| 16 | OSAIC HOLDINGS, INC. | 1677044 | 93.80K | 1.27M | Mar 31, 2026 |
| 17 | RAYMOND JAMES & ASSOCIATES | 1084208 | 92.60K | 1.45M | Sep 30, 2024 |
| 18 | TRUEMARK INVESTMENTS, LLC | 1974457 | 84.88K | 1.15M | Mar 31, 2026 |
| 19 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 83.90K | 1.14K | Mar 31, 2026 |
| 20 | STIFEL FINANCIAL CORP | 720672 | 79.05K | 1.07M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.