CPZ institutional holders

CALAMOS LNG SHR EQT DYNAMIC · 13F, 2026Q2

Managers holding61
Shares held6,094,804
Reported value$79.7m
Quarter flows13 new, 23 added, 16 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY833,063$10.9m0.0%
SIT INVESTMENT ASSOCIATES INC827,578$10.8m0.2%
RIVERNORTH CAPITAL MANAGEMENT, LLC465,879$6.1m0.3%
RAYMOND JAMES FINANCIAL INC384,849$5.0m0.0%
Penserra Capital Management LLC355,241$4.6m0.0%
Saba Capital Management, L.P.335,551$4.4m0.1%
LPL Financial LLC309,510$4.0m0.0%
WELLS FARGO & COMPANY/MN226,846$3.0m0.0%
OPPENHEIMER & CO INC222,701$2.9m0.0%
Shaker Financial Services, LLC184,023$2.4m0.8%
Atlas Wealth LLC147,233$1.9m0.3%
Closed-End Fund Advisors, Inc.143,176$1.9m1.9%
UBS Group AG131,644$1.7m0.0%
Advisors Asset Management, Inc.122,651$1.6m0.0%
OSAIC HOLDINGS, INC.111,689$1.5m0.0%
TrueMark Investments, LLC90,879$1.2m0.1%
STEPHENS INC /AR/84,912$1.1m0.0%
Janney Montgomery Scott LLC83,886$1.1m0.0%
STIFEL FINANCIAL CORP77,441$1.0m0.0%
EVOLVE PRIVATE WEALTH, LLC67,711$885,6600.1%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC59,902$783,5180.1%
ENVESTNET ASSET MANAGEMENT INC59,335$776,0960.0%
Cambridge Investment Research Advisors, Inc.57,070$746,0000.0%
Kestra Advisory Services, LLC55,890$731,0430.0%
Concurrent Investment Advisors, LLC47,997$627,7950.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CPZ"). CPZ price history · All 13F data

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