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Calamos LNG Eqty & DYN (CPZ)

CUSIP: 12812C106 | US | Financial Services · Asset Management | Micro Cap | 153 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Oppenheimer & Co Inc216,928
0.0% of portfolio›$2.7M
Closed-End Fund Advisors, Inc.141,922
1.9% of portfolio›$1.8M
TrueMark Investments, LLC96,489
0.1% of portfolio›$1.2M
Shaker Financial Services, LLC90,470
0.4% of portfolio›$1.1M
Calamos Wealth Management LLC67,508
0.0% of portfolio›$847.9K
Blue Bell Private Wealth Management, LLC67,286
0.1% of portfolio›$845.1K
Kestra Advisory Services, LLC56,256
0.0% of portfolio›$706.6K
Brookstone Capital Management47,428
0.0% of portfolio›$595.7K
Concurrent Investment Advisors, LLC36,022
0.0% of portfolio›$452.4K
Integrity Wealth Advisors, Inc.26,741
0.2% of portfolio›$335.9K
Cambridge Investment Research Advisors, Inc.26,062
0.0% of portfolio›$327.0K
Sovran Advisors, LLC20,996
0.0% of portfolio›$267.7K
Commonwealth Equity Services, LLC17,041
0.0% of portfolio›$214.0K
Fifth Third Bancorp15,868
0.0% of portfolio›$199.3K
VestGen Advisors, LLC15,450
0.0% of portfolio›$194.1K
Wedbush Securities Inc12,901
0.0% of portfolio›$162.0K
B. Riley Wealth Advisors, Inc.10,306
0.0% of portfolio›$129.4K
Spire Wealth Management773
0.0% of portfolio›$9.7K
Farther Finance Advisors, LLC765
0.0% of portfolio›$9.6K
Highline Wealth Partners LLC200
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Oppenheimer & Co Inc
216,928$2.7M0.0%CoreLowNew York, NY2026-10-26
Closed-End Fund Advisors, Inc.
141,922$1.8M1.9%YieldMediumRichmond, VA2026-11-04
TrueMark Investments, LLC
96,489$1.2M0.1%YieldHighChicago, IL2026-11-05
Shaker Financial Services, LLC
90,470$1.1M0.4%YieldHighArlington, VA2026-10-14
Calamos Wealth Management LLC
67,508$847.9K0.0%GrowthMediumNaperville, IL2026-11-02
Blue Bell Private Wealth Management, LLC
67,286$845.1K0.1%YieldVery LowBlue Bell, PA2026-10-29
Kestra Advisory Services, LLC
56,256$706.6K0.0%CoreLowAustin, TX2026-11-02
Brookstone Capital Management
47,428$595.7K0.0%ETFMediumWheaton, IL2026-10-22
Concurrent Investment Advisors, LLC
36,022$452.4K0.0%GrowthMediumTampa, FL2026-10-16
Integrity Wealth Advisors, Inc.
26,741$335.9K0.2%ETFMediumVentura, CA2026-10-29
Cambridge Investment Research Advisors, Inc.
26,062$327.0K0.0%ETFLowFairfield, IA2026-11-02
Sovran Advisors, LLC
20,996$267.7K0.0%ETFMediumSan Diego, CA2026-11-02
Commonwealth Equity Services, LLC
17,041$214.0K0.0%ETFLowWaltham, MA2026-11-02
Fifth Third Bancorp
15,868$199.3K0.0%IndexVery LowCincinnati, OH2026-11-05
VestGen Advisors, LLC
15,450$194.1K0.0%GrowthMediumChicago, IL2026-10-27
Wedbush Securities Inc
12,901$162.0K0.0%CoreLowPasadena, CA2026-10-22
B. Riley Wealth Advisors, Inc.
10,306$129.4K0.0%GrowthLowMemphis, TN2026-10-13
Spire Wealth Management
773$9.7K0.0%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
765$9.6K0.0%IndexLowSan Francisco, CA2026-10-08
Highline Wealth Partners LLC
200$2.5K0.0%ETFMediumSherman Oaks, CA2026-10-19