Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Calamos Long/Short Equity & Dynamic Income Term Trust inkluderar Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Readystate Asset Management Lp, Newbridge Financial Services Group, Inc., Rockefeller Capital Management L.P., XTX Topco Ltd, och McIlrath & Eck, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12 430 | 202 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 11 556 | 3,12 | 188 | 7,47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 446 | 11,13 | 932 | 15,92 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 67 367 | 0,20 | 1 096 | 4,68 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19 715 | 320 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 155 431 | 36,65 | 2 523 | 42,57 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 124 | 103,28 | 2 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 720 268 | 1,97 | 11 690 | 6,35 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27 431 | 445 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 869 | 78,00 | 30 | 87,50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13 229 | 215 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 25 450 | 413 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 315 | 3,11 | 54 | 6,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 650 | 52,08 | 59 | 59,46 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 261 999 | 1,99 | 4 252 | 6,38 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 438 105 | 31,10 | 7 110 | 36,76 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 300 | 21 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 12 739 | 207 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 212 205 | 0,62 | 3 444 | 4,97 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50 994 | 0,78 | 828 | 5,21 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12 384 | 201 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 19 000 | 15,45 | 308 | 20,31 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 25 960 | 13,56 | 421 | 18,59 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 70 | 1 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 264 689 | 3,04 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 649 | 5,39 | 481 | 10,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63 830 | 22,51 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 61 150 | 2,00 | 992 | 6,44 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 381 | 2,70 | 168 | 7,01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 90 396 | 26,02 | 1 467 | 31,45 |
