CPZ on Nasdaq

Calamos Long/Short Equity & Dynamic Income Trust

Calamos Long/Short Equity & Dynamic Income Trust is a fund registered in the United States, based in Naperville, active since 2017.² Its shares trade on Nasdaq under the symbol CPZ.²

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Last updated Oct 21, 2026.

Overview

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TickerCPZ on Nasdaq²
HeadquartersNaperville, United States²
Incorporated inDE³
Business address2020 Calamos Court, Naperville, Il 60563³
Legal formFUND²
Kind of organizationFund²
LEI54930028TUOZZMUQBY94²
StatusActive²
LEI statusIssued and current²
Registered addressC/O THE CORPORATION TRUST COMPANY, 19801 Wilmington, United States²
Registered withSecurities and Exchange Commission, 0001717457²

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Corporate structure

Calamos Long/Short Equity & Dynamic Income Trust sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Calamos Long/Short Equity & Dynamic Income Trust

SIT INVESTMENT ASSOCIATES INC Filed SCHEDULE 13G/A on Calamos Long/Short Equity & Dynamic Income Trust, latest Apr 6, 2026 (2 filings since Jan 3, 2025)
Saba Capital Management, L.P. Filed SC 13D/A on Calamos Long/Short Equity & Dynamic Income Trust, latest Dec 6, 2024 (3 filings since Feb 14, 2022)
Morgan Stanley Filed SC 13G/A on Calamos Long/Short Equity & Dynamic Income Trust, latest Feb 12, 2024 (3 filings since Feb 11, 2022)

Calamos Long/Short Equity & Dynamic Income Trust Naperville, Illinois, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led Calamos Long/Short Equity & Dynamic Income Trust, and when. Pick a name to see everywhere that person has worked.

20202025

ChairJohn P. Calamos Sr. Nov 25, 2019 to now⁴
PresidentJohn P. Calamos Sr. Nov 25, 2019 to now⁴
Chief financial officerThomas E. Herman Nov 25, 2019 to now⁵

Board members and other officers (17)

Chief Compliance OfficerWalter M. Kelly Aug 4, 2025 to now⁶
VP and Assistant SecretarySusan L. Schoenberger Feb 2, 2023 to Feb 2, 2023⁷
Vice PresidentDaniel Dufresne Jul 20, 2021 to Jul 20, 2021⁸
TreasurerStephen Atkins Apr 3, 2020 to Apr 3, 2020⁹
TreasurerDave Vanisko Nov 25, 2019 to Nov 25, 2019¹⁰
Vice President and SecretaryJ. Christopher Jackson Nov 25, 2019 to Nov 25, 2019¹¹
Vice PresidentJohn S. Koudounis Nov 25, 2019 to now¹²
Chief Compliance OfficerMark Mickey Nov 25, 2019 to Feb 15, 2024¹³
Vice PresidentRobert Behan Nov 25, 2019 to Mar 2, 2021¹⁴
Board memberDavid D. Tripple Nov 25, 2019 to Nov 25, 2019¹⁵
Board memberLloyd Wennlund Nov 25, 2019 to Feb 10, 2020¹⁶
Board memberStephen B. Timbers Nov 25, 2019 to Nov 25, 2019¹⁷
Board memberVirginia G. Breen Nov 25, 2019 to Nov 25, 2019¹⁸
Board memberWilliam R. Rybak Nov 25, 2019 to Nov 25, 2019¹⁹
Board memberChristopher M. Toub Dec 20, 2019 to now²⁰
Board memberKaren Stuckey Dec 20, 2019 to Dec 20, 2019²¹
General counselErik D. Ojala Sep 28, 2023 to Sep 28, 2023²²

Subsidiaries and ownership

Fund manager

Calamos Advisors LLC²

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Former names

Calamos Long/Short Equity & Dynamic Income Term TrustJun 4, 2019 to Jun 4, 2019³
Calamos Long/Short Equity & Income 2028 Term TrustNov 16, 2017 to May 3, 2019³
Calamos Long/Short Equity Income 2028 Term TrustSep 22, 2017 to Oct 31, 2017³

Timeline

May 14, 20248-K Bylaws or fiscal year changed²³
Sep 21, 2017Founded Calamos Long/Short Equity & Dynamic Income Trust is founded²

Filings

86 filings to the SEC since October 2021: 1 major events, 21 insider forms, 8 large holders, 56 other. The latest 20:

The 86 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

16 open-market trades by officers, directors and large owners since October 2021: 8 buys and 8 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Dec 17, 2025	CALAMOS JOHN P SRPresident and Chairman	Sale	13,517	$14.74	$199.3K	Form 4
Dec 16, 2025	CALAMOS JOHN P SRPresident and Chairman	Sale	25,000	$14.72	$368.1K	Form 4
Dec 15, 2025	CALAMOS JOHN P SRPresident and Chairman	Sale	20,000	$14.60	$292.0K	Form 4
Dec 12, 2025	CALAMOS JOHN P SRPresident and Chairman	Sale	15,000	$14.62	$219.3K	Form 4
Jan 30, 2025	Herman Thomas EVP and CFO	Sale	13,391	$15.62	$209.2K	Form 4
Jan 29, 2025	Herman Thomas EVP and CFO	Sale	13,392	$15.58	$208.6K	Form 4
Jan 8, 2025	TOUB CHRISTOPHER MDirector	Buy	1,500	$15.20	$22.8K	Form 4
Sep 19, 2024	Koudounis John S.Vice President	Sale	24,739	$15.41	$381.2K	Form 4
May 1, 2024	Herman Thomas EVP and CFO	Buy	16,308	$15.56	$253.7K	Form 4
Feb 14, 2024	Mickey MarkChief Compliance Officer	Buy	1,500	$14.90	$22.4K	Form 4
Dec 20, 2023	CALAMOS JOHN P SRPresident and Chairman	Buy	18,000	$14.85	$267.2K	Form 4
Dec 20, 2023	Koudounis John S.Vice President	Sale	5,400	$14.92	$80.6K	Form 4
Dec 19, 2023	CALAMOS JOHN P SRPresident and Chairman	Buy	15,813	$14.77	$233.6K	Form 4
Dec 18, 2023	CALAMOS JOHN P SRPresident and Chairman	Buy	19,980	$14.83	$296.3K	Form 4
Dec 18, 2023	CALAMOS JOHN P SRPresident and Chairman	Buy	5,020	$14.65	$73.5K	Form 4
Dec 15, 2023	CALAMOS JOHN P SRPresident and Chairman	Buy	8,695	$14.67	$127.6K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

SIT INVESTMENT ASSOCIATES INCSCHEDULE 13G/A, 2 filings Jan 3, 2025 to Apr 6, 2026²⁴
Saba Capital Management, L.P.SC 13D/A, 3 filings Feb 14, 2022 to Dec 6, 2024²⁵
Morgan StanleySC 13G/A, 3 filings Feb 11, 2022 to Feb 12, 2024²⁶

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 61. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	833,063	$10.9M	0.0%	−148,184
Rivernorth Capital Management, LLC	465,879	$6.1M	0.3%	+3,368
Raymond James Financial Inc	384,849	$5.0M	0.0%	+20,598
Saba Capital Management, L.P.	335,551	$4.4M	0.1%	New
LPL Financial LLC	309,510	$4.0M	0.0%	+46,994
Wells Fargo & Company/mn	226,846	$3.0M	0.0%	−11,305
Oppenheimer & Co Inc	222,701	$2.9M	0.0%	−2,810
Shaker Financial Services, LLC	184,023	$2.4M	0.8%	+60,065
Atlas Wealth LLC	147,233	$1.9M	0.3%	New
Closed-End Fund Advisors, Inc.	143,176	$1.9M	1.8%	+4,899
UBS Group AG	131,644	$1.7M	0.0%	+687
Advisors Asset Management, Inc.	122,651	$1.6M	0.0%	−69,888
Osaic Holdings, Inc.	111,689	$1.5M	0.0%	+17,893
TrueMark Investments, LLC	90,879	$1.2M	0.1%	+6,003
Stephens Inc /ar/	84,912	$1.1M	0.0%	+21,022
Stifel Financial Corp	77,441	$1.0M	0.0%	−1,604
Evolve Private Wealth, LLC	67,711	$885.7K	0.1%	−915
Blue Bell Private Wealth Management, LLC	59,902	$783.5K	0.1%	+14,072
Envestnet Asset Management Inc	59,335	$776.1K	0.0%	+42,860
Kestra Advisory Services, LLC	55,890	$731.0K	0.0%	+377
Concurrent Investment Advisors, LLC	47,997	$627.8K	0.0%	−3,862
Royal Bank Of Canada	44,951	$588.0K	0.0%	−13,520
Brookstone Capital Management	43,831	$573.3K	0.0%	+5,573
Logan Stone Capital, LLC	41,166	$538.5K	0.1%	+6,988
Guggenheim Capital LLC	39,063	$510.9K	0.0%	+12,281

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Calamos Long/Short Equity & Dynamic Income Trust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARCalamos Long/Short Equity & Dynamic Income Trust¹
CIK0001717457
Incorporated inDelaware¹
Fiscal year endsOctober 31¹
Business address2020 Calamos Court, Naperville, IL 60563¹
Phone630-245-7200¹
On EDGAR sinceSep 22, 2017¹
Filings157 in all: NPORT-P (27), 3 (24), 4 (23), 40-17G (9), N-2/A (9), DEF 14A (7), N-CSRS (7), N-PX (7)¹
All 30 form types
N-CEN (6), N-CSR (6), 40-17G/A (4), SC 13G/A (4), 424B3 (3), CORRESP (3), 8-K (2), SC 13G (2), 3/A (1), 497 (1), 497AD (1), 8-A12B (1), CERT (1), EFFECT (1), N-2 (1), N-8A (1), NPORT-P/A (1), SC 13D (1), SC 13D/A (1), SCHEDULE 13G (1), SCHEDULE 13G/A (1), UPLOAD (1)
Latest filingsProxy statement (DEF 14A) May 11, 2026
Latest 8-K (8-K) May 14, 2024

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARCalamos Long/Short Equity & Dynamic Income Trust filings on SEC EDGAR
2
GLEIFCalamos Long/Short Equity & Dynamic Income Trust LEI record (54930028TUOZZMUQBY94)
3
SEC EDGARCalamos Long/Short Equity & Dynamic Income Trust filings on SEC EDGAR
4
SEC EDGARJohn P. Calamos Sr., Chair
5
SEC EDGARThomas E. Herman, Chief financial officer
6
SEC EDGARWalter M. Kelly, Chief Compliance Officer
7
SEC EDGARSusan L. Schoenberger, VP and Assistant Secretary
8
SEC EDGARDaniel Dufresne, Vice President
9
SEC EDGARStephen Atkins, Treasurer
10
SEC EDGARDave Vanisko, Treasurer
11
SEC EDGARJ. Christopher Jackson, Vice President and Secretary
12
SEC EDGARJohn S. Koudounis, Vice President
13
SEC EDGARMark Mickey, Chief Compliance Officer
14
SEC EDGARRobert Behan, Vice President
15
SEC EDGARDavid D. Tripple, Board member
16
SEC EDGARLloyd Wennlund, Board member
17
SEC EDGARStephen B. Timbers, Board member
18
SEC EDGARVirginia G. Breen, Board member
19
SEC EDGARWilliam R. Rybak, Board member
20
SEC EDGARChristopher M. Toub, Board member
21
SEC EDGARKaren Stuckey, Board member
22
SEC EDGARErik D. Ojala, General counsel
23
SEC EDGARBylaws or fiscal year changed
24
SEC EDGARSIT INVESTMENT ASSOCIATES INC SCHEDULE 13G/A on Calamos Long/Short Equity & Dynamic Income Trust
25
SEC EDGARSaba Capital Management, L.P. SC 13D/A on Calamos Long/Short Equity & Dynamic Income Trust
26
SEC EDGARMorgan Stanley SC 13G/A on Calamos Long/Short Equity & Dynamic Income Trust