Calamos LNG Eqty & DYN (CPZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares317,688 from 309,510

Change+8,178 (+3%)

Value$4.0M (-$58.2K)

Filed 2026-11-06

Oppenheimer & Co Inc

DECREASED

Shares216,928 from 222,701

Change-5,773 (-3%)

Value$2.7M (-$188.3K)

Filed 2026-10-26

Closed-End Fund Advisors, Inc.

DECREASED

Shares141,922 from 143,176

Change-1,254 (-1%)

Value$1.8M (-$90.2K)

Filed 2026-11-04

TrueMark Investments, LLC

INCREASED

Shares96,489 from 90,879

Change+5,610 (+6%)

Value$1.2M (+$23.2K)

Filed 2026-11-05

Shaker Financial Services, LLC

DECREASED

Shares90,470 from 184,023

Change-93,553 (-51%)

Value$1.1M (-$1.3M)

Filed 2026-10-14

Calamos Wealth Management LLC

NEW

Shares67,508

Change+67,508

Value$847.9K

Filed 2026-11-02

Blue Bell Private Wealth Management, LLC

INCREASED

Shares67,286 from 59,902

Change+7,384 (+12%)

Value$845.1K (+$61.6K)

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares56,256 from 55,890

Change+366 (+1%)

Value$706.6K (-$24.5K)

Filed 2026-11-02

Brookstone Capital Management

INCREASED

Shares47,428 from 43,831

Change+3,597 (+8%)

Value$595.7K (+$22.4K)

Filed 2026-10-22

Concurrent Investment Advisors, LLC

DECREASED

Shares36,022 from 47,997

Change-11,975 (-25%)

Value$452.4K (-$175.4K)

Filed 2026-10-16

Integrity Wealth Advisors, Inc.

NEW

Shares26,741

Change+26,741

Value$335.9K

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares26,062 from 28,535

Change-2,473 (-9%)

Value$327.0K (+$326.6K)

Filed 2026-11-02

Sovran Advisors, LLC

INCREASED

Shares20,996 from 18,362

Change+2,634 (+14%)

Value$267.7K (+$26.1K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

INCREASED

Shares17,041 from 16,566

Change+475 (+3%)

Value$214.0K (-$2.7K)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares15,868 from 16,868

Change-1,000 (-6%)

Value$199.3K (-$21.3K)

Filed 2026-11-05

VestGen Advisors, LLC

DECREASED

Shares15,450 from 16,450

Change-1,000 (-6%)

Value$194.1K (-$21.1K)

Filed 2026-10-27

Wedbush Securities Inc

INCREASED

Shares12,901 from 12,136

Change+765 (+6%)

Value$162.0K (+$161.8K)

Filed 2026-10-22

B. Riley Wealth Advisors, Inc.

NEW

Shares10,306

Change+10,306

Value$129.4K

Filed 2026-10-13

Spire Wealth Management

INCREASED

Shares773 from 600

Change+173 (+29%)

Value$9.7K (+$1.9K)

Filed 2026-10-30

Farther Finance Advisors, LLC

INCREASED

Shares765 from 741

Change+24 (+3%)

Value$9.6K (-$84)

Filed 2026-10-08

Highline Wealth Partners LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.5K (-$104)

Filed 2026-10-19

Allworth Financial LP

NEW

Shares66

Change+66

Value$864

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 26,744

Change-26,744 (-100%)

Value$0 (-$352.8K)

Filed 2026-10-13

Apollon Wealth Management, LLC

CLOSED

Shares0 from 19,662

Change-19,662 (-100%)

Value$0 (-$257.2K)

Filed 2026-10-23

Imc-Chicago, LLC

CLOSED

Shares0 from 17,816

Change-17,816 (-100%)

Value$0 (-$233.0K)

Filed 2026-11-05

Integrated Advisors Network LLC

CLOSED

Shares0 from 10,306

Change-10,306 (-100%)

Value$0 (-$134.8K)

Filed 2026-10-20

AdvisorNet Financial, Inc

CLOSED

Shares0 from 2,422

Change-2,422 (-100%)

Value$0 (-$31.7K)

Filed 2026-10-15

Salem Investment Counselors Inc

CLOSED

Shares0 from 1,150

Change-1,150 (-100%)

Value$0 (-$15.0K)

Filed 2026-10-13

Morgan Stanley

N/A

Shares— from 833,063

Change-833,063 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 827,578

Change-827,578 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 465,879

Change-465,879 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 384,849

Change-384,849 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 355,241

Change-355,241 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 335,551

Change-335,551 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 226,846

Change-226,846 (-100%)

Value—

Atlas Wealth LLC

N/A

Shares— from 147,233

Change-147,233 (-100%)

Value—

UBS Group AG

N/A

Shares— from 131,644

Change-131,644 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 122,651

Change-122,651 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 111,689

Change-111,689 (-100%)

Value—

Stephens Inc

N/A

Shares— from 84,912

Change-84,912 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 83,886

Change-83,886 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 77,441

Change-77,441 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 67,711

Change-67,711 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 59,335

Change-59,335 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 44,951

Change-44,951 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 41,166

Change-41,166 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 39,063

Change-39,063 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 38,843

Change-38,843 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 38,584

Change-38,584 (-100%)

Value—

&partners

N/A

Shares— from 35,698

Change-35,698 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 28,292

Change-28,292 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 27,888

Change-27,888 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 16,900

Change-16,900 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 16,444

Change-16,444 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 16,119

Change-16,119 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,299

Change-15,299 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 12,837

Change-12,837 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 11,113

Change-11,113 (-100%)

Value—

Spirepoint Private Client, LLC

N/A

Shares— from 10,612

Change-10,612 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 7,120

Change-7,120 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 864

Change-864 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 739

Change-739 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 695

Change-695 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 66

Change-66 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	317,688	309,510	+8,178	+3%	$4.0M	$4.0M	-$58.2K	2026-11-06
Oppenheimer & Co Inc	DECREASED	216,928	222,701	-5,773	-3%	$2.9M	$2.7M	-$188.3K	2026-10-26
Closed-End Fund Advisors, Inc.	DECREASED	141,922	143,176	-1,254	-1%	$1.9M	$1.8M	-$90.2K	2026-11-04
TrueMark Investments, LLC	INCREASED	96,489	90,879	+5,610	+6%	$1.2M	$1.2M	+$23.2K	2026-11-05
Shaker Financial Services, LLC	DECREASED	90,470	184,023	-93,553	-51%	$2.4M	$1.1M	-$1.3M	2026-10-14
Calamos Wealth Management LLC	NEW	67,508	—	+67,508	—	—	$847.9K	—	2026-11-02
Blue Bell Private Wealth Management, LLC	INCREASED	67,286	59,902	+7,384	+12%	$783.5K	$845.1K	+$61.6K	2026-10-29
Kestra Advisory Services, LLC	INCREASED	56,256	55,890	+366	+1%	$731.0K	$706.6K	-$24.5K	2026-11-02
Brookstone Capital Management	INCREASED	47,428	43,831	+3,597	+8%	$573.3K	$595.7K	+$22.4K	2026-10-22
Concurrent Investment Advisors, LLC	DECREASED	36,022	47,997	-11,975	-25%	$627.8K	$452.4K	-$175.4K	2026-10-16
Integrity Wealth Advisors, Inc.	NEW	26,741	—	+26,741	—	—	$335.9K	—	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	26,062	28,535	-2,473	-9%	$373	$327.0K	+$326.6K	2026-11-02
Sovran Advisors, LLC	INCREASED	20,996	18,362	+2,634	+14%	$241.6K	$267.7K	+$26.1K	2026-11-02
Commonwealth Equity Services, LLC	INCREASED	17,041	16,566	+475	+3%	$216.7K	$214.0K	-$2.7K	2026-11-02
Fifth Third Bancorp	DECREASED	15,868	16,868	-1,000	-6%	$220.6K	$199.3K	-$21.3K	2026-11-05
VestGen Advisors, LLC	DECREASED	15,450	16,450	-1,000	-6%	$215.2K	$194.1K	-$21.1K	2026-10-27
Wedbush Securities Inc	INCREASED	12,901	12,136	+765	+6%	$159	$162.0K	+$161.8K	2026-10-22
B. Riley Wealth Advisors, Inc.	NEW	10,306	—	+10,306	—	—	$129.4K	—	2026-10-13
Spire Wealth Management	INCREASED	773	600	+173	+29%	$7.9K	$9.7K	+$1.9K	2026-10-30
Farther Finance Advisors, LLC	INCREASED	765	741	+24	+3%	$9.7K	$9.6K	-$84	2026-10-08
Highline Wealth Partners LLC	UNCHANGED	200	200	0	0%	$2.6K	$2.5K	-$104	2026-10-19
Allworth Financial LP	NEW	66	—	+66	—	—	$864	—	2026-11-06
Wealth Enhancement Advisory Services, LLC	CLOSED	0	26,744	-26,744	-100%	$352.8K	$0	-$352.8K	2026-10-13
Apollon Wealth Management, LLC	CLOSED	0	19,662	-19,662	-100%	$257.2K	$0	-$257.2K	2026-10-23
Imc-Chicago, LLC	CLOSED	0	17,816	-17,816	-100%	$233.0K	$0	-$233.0K	2026-11-05
Integrated Advisors Network LLC	CLOSED	0	10,306	-10,306	-100%	$134.8K	$0	-$134.8K	2026-10-20
AdvisorNet Financial, Inc	CLOSED	0	2,422	-2,422	-100%	$31.7K	$0	-$31.7K	2026-10-15
Salem Investment Counselors Inc	CLOSED	0	1,150	-1,150	-100%	$15.0K	$0	-$15.0K	2026-10-13
Morgan Stanley	N/A	—	833,063	-833,063	-100%	$10.9M	—	—	—
SIT Investment Associates Inc	N/A	—	827,578	-827,578	-100%	$10.8K	—	—	—
Rivernorth Capital Management, LLC	N/A	—	465,879	-465,879	-100%	$6.1M	—	—	—
Raymond James Financial Inc	N/A	—	384,849	-384,849	-100%	$5.0M	—	—	—
Penserra Capital Management LLC	N/A	—	355,241	-355,241	-100%	$4.6K	—	—	—
Saba Capital Management, L.P.A	N/A	—	335,551	-335,551	-100%	$4.4M	—	—	—
Wells Fargo & Company	N/A	—	226,846	-226,846	-100%	$3.0M	—	—	—
Atlas Wealth LLC	N/A	—	147,233	-147,233	-100%	$1.9M	—	—	—
UBS Group AG	N/A	—	131,644	-131,644	-100%	$1.7M	—	—	—
Advisors Asset Management, Inc.	N/A	—	122,651	-122,651	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	111,689	-111,689	-100%	$1.5M	—	—	—
Stephens Inc	N/A	—	84,912	-84,912	-100%	$1.1M	—	—	—
Janney Montgomery Scott LLC	N/A	—	83,886	-83,886	-100%	$1.1K	—	—	—
Stifel Financial Corp	N/A	—	77,441	-77,441	-100%	$1.0M	—	—	—
Evolve Private Wealth, LLC	N/A	—	67,711	-67,711	-100%	$885.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	59,335	-59,335	-100%	$776.1K	—	—	—
Royal Bank of Canada	N/A	—	44,951	-44,951	-100%	$588.0K	—	—	—
Logan Stone Capital, LLC	N/A	—	41,166	-41,166	-100%	$538.5K	—	—	—
Guggenheim Capital LLC	N/A	—	39,063	-39,063	-100%	$510.9K	—	—	—
Cetera Investment Advisers	N/A	—	38,843	-38,843	-100%	$508.1K	—	—	—
Almitas Capital LLC	N/A	—	38,584	-38,584	-100%	$504.7K	—	—	—
&partners	N/A	—	35,698	-35,698	-100%	$466.9K	—	—	—
Readystate Asset Management LP	N/A	—	28,292	-28,292	-100%	$370.1K	—	—	—
HRT Financial LP	N/A	—	27,888	-27,888	-100%	$364.0K	—	—	—
Bleakley Financial Group, LLC	N/A	—	16,900	-16,900	-100%	$221.1K	—	—	—
Jane Street Group, LLC	N/A	—	16,444	-16,444	-100%	$215.1K	—	—	—
Marex Group Ltd	N/A	—	16,119	-16,119	-100%	$210.8K	—	—	—
XTX Topco Ltd	N/A	—	15,299	-15,299	-100%	$200.1K	—	—	—
Citadel Advisors LLC	N/A	—	12,837	-12,837	-100%	$167.9K	—	—	—
Invesco Ltd.	N/A	—	11,113	-11,113	-100%	$145.4K	—	—	—
Spirepoint Private Client, LLC	N/A	—	10,612	-10,612	-100%	$138.8K	—	—	—
Continuum Advisory, LLC	N/A	—	7,120	-7,120	-100%	$93.1K	—	—	—
Huntington National Bank	N/A	—	3,400	-3,400	-100%	$44.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,000	-1,000	-100%	$13.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	864	-864	-100%	$11.3K	—	—	—
Capital Analysts, LLC	N/A	—	739	-739	-100%	$10	—	—	—
Harbour Investments, Inc.	N/A	—	695	-695	-100%	$9.1K	—	—	—
JPMorgan Chase & Co	N/A	—	66	-66	-100%	$864	—	—	—

Showing 66 of 66 institutions