CPZ Calamos Long/Short Equity & Dynamic Income Trust - Closed End Fund

NASDAQ · N/A
$13.43
Price · Aug 19, 2026
52W Range
$12–$17
23% of range
Analyst Rating
—
Price Target
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P/E (TTM)
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ROE
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Net Profit Margin
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CPZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$13.43
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$12 – $17

CPZ Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
CPZ
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
CPZ
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
CPZ
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
CPZ
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
CPZ
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
CPZ
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
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Payout Ratio
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5Y Div CAGR
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Ex-dateAmount
July 14, 2026$0.1400
June 12, 2026$0.1400
May 14, 2026$0.1400
April 14, 2026$0.1400
March 13, 2026$0.1400
Feb. 13, 2026$0.1400
Dec. 30, 2025$0.1400
Dec. 12, 2025$0.1400
Nov. 14, 2025$0.1400
Oct. 15, 2025$0.1400
Sept. 15, 2025$0.1400
Aug. 14, 2025$0.1400
July 14, 2025$0.1400
June 12, 2025$0.1400
May 13, 2025$0.1400
April 11, 2025$0.1400
March 13, 2025$0.1400
Feb. 13, 2025$0.1400
Dec. 30, 2024$0.3360
Dec. 13, 2024$0.1400

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Institutional owners (13F) 67 filers · $53.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (+4 vs prior Q) 9 (+4 vs prior Q) 21 (-4 vs prior Q) 16 (-1 vs prior Q) +437K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Advisors Asset Management, Inc. $7,218,844 486,773 13.44% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $6,093,697 465,879 11.35% Shares
Saba Capital Management, L.P. $4,389,007 335,551 8.17% Shares
LPL Financial LLC $4,048,387 309,510 7.54% Shares
OPPENHEIMER & CO INC $2,912,929 222,701 5.43% Shares
Shaker Financial Services, LLC $2,407,021 184,023 4.48% Shares
RAYMOND JAMES FINANCIAL INC $2,122,533 162,273 3.95% Shares
Atlas Wealth LLC $1,925,808 147,233 3.59% Shares
Closed-End Fund Advisors, Inc. $1,872,741 143,176 3.49% Shares
UBS Group AG $1,617,264 123,644 3.01% Shares
OSAIC HOLDINGS, INC. $1,461,011 111,689 2.72% Shares
TrueMark Investments, LLC $1,188,697 90,879 2.21% Shares
STEPHENS INC /AR/ $1,110,649 84,912 2.07% Shares
STIFEL FINANCIAL CORP $1,012,916 77,441 1.89% Shares
WELLS FARGO & COMPANY/MN $949,464 72,589 1.77% Shares
EVOLVE PRIVATE WEALTH, LLC $885,660 67,711 1.65% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $783,518 59,902 1.46% Shares
ENVESTNET ASSET MANAGEMENT INC $776,096 59,335 1.45% Shares
INTEGRITY WEALTH ADVISORS, INC. $774,277 57,058 1.44% Shares
Kestra Advisory Services, LLC $731,043 55,890 1.36% Shares
Atria Wealth Solutions, Inc. $664,835 40,813 1.24% Shares
Concurrent Investment Advisors, LLC $627,795 47,997 1.17% Shares
ROYAL BANK OF CANADA $588,000 44,951 1.10% Shares
Brookstone Capital Management $573,312 43,831 1.07% Shares
Logan Stone Capital, LLC $538,451 41,166 1.00% Shares
GUGGENHEIM CAPITAL LLC $510,944 39,063 0.95% Shares
Cetera Investment Advisers $508,066 38,843 0.95% Shares
Almitas Capital LLC $504,679 38,584 0.94% Shares
&PARTNERS $466,927 35,698 0.87% Shares
OPTIMUM INVESTMENT ADVISORS $429,210 26,560 0.80% Shares
READYSTATE ASSET MANAGEMENT LP $370,059 28,292 0.69% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $352,753 26,744 0.66% Shares
COMERICA BANK $259,768 17,768 0.48% Shares
Apollon Wealth Management, LLC $257,179 19,662 0.48% Shares
Sovran Advisors, LLC $241,637 18,362 0.45% Shares
IMC-Chicago, LLC $233,033 17,816 0.43% Shares
Bleakley Financial Group, LLC $221,052 16,900 0.41% Shares
FIFTH THIRD BANCORP $220,633 16,868 0.41% Shares
COMMONWEALTH EQUITY SERVICES, LLC $216,680 16,566 0.40% Shares
VestGen Advisors, LLC $215,166 16,450 0.40% Shares
Marex Group Ltd $210,837 16,119 0.39% Shares
XTX Topco Ltd $200,111 15,299 0.37% Shares
CITADEL ADVISORS LLC $167,908 12,837 0.31% Shares
Invesco Ltd. $145,358 11,113 0.27% Shares
SPIREPOINT PRIVATE CLIENT, LLC $138,805 10,612 0.26% Shares
JANE STREET GROUP, LLC $135,260 10,341 0.25% Shares
Integrated Advisors Network LLC $134,803 10,306 0.25% Shares
Continuum Advisory, LLC $93,130 7,120 0.17% Shares
HUNTINGTON NATIONAL BANK $44,472 3,400 0.08% Shares
AdvisorNet Financial, Inc $31,680 2,422 0.06% Shares
ORG Partners LLC $21,930 1,500 0.04% Shares
SALEM INVESTMENT COUNSELORS INC $15,042 1,150 0.03% Shares
Steward Partners Investment Advisory, LLC $13,080 1,000 0.02% Shares
Geneos Wealth Management Inc. $11,301 864 0.02% Shares
SIT INVESTMENT ASSOCIATES INC $10,825 827,578 0.02% Shares
Farther Finance Advisors, LLC $9,692 741 0.02% Shares
HARBOUR INVESTMENTS, INC. $9,091 695 0.02% Shares
Spire Wealth Management $7,853 600 0.01% Shares
Penserra Capital Management LLC $4,646 355,241 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $2,616 200 0.00% Shares
Janney Montgomery Scott LLC $1,097 83,886 0.00% Shares
JPMORGAN CHASE & CO $864 66 0.00% Shares
Cambridge Investment Research Advisors, Inc. $373 28,535 0.00% Shares
HRT FINANCIAL LP $364 27,888 0.00% Shares
WEDBUSH SECURITIES INC $159 12,136 0.00% Shares
MORGAN STANLEY $21 1 0.00% Shares
Capital Analysts, LLC $10 739 0.00% Shares

Company insiders 3 insiders · 0 officers · 0 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
CALAMOS JOHN P SR — Dec. 17, 2025 S 0 0 47 $-1,078,677
Christopher M Toub — Jan. 8, 2025 P 3,000 0 0 $0
Mark Mickey — Feb. 14, 2024 P 1,500 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Saba Capital Management, L.P., Boaz R. Weinstein, Saba Capital Management GP, LLC ×2 filings Dec. 6, 2024 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 1 ETF

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
CEFS · Exchange Listed Funds Trust 0.12% 39,760 NS May 31, 2026 N-PORT