Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Calamos Long/Short Equity & Dynamic Income Term Trust meliputi 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, dan McIlrath & Eck, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
