Who Owns CALAMOS (CPZ)? -- Institutional Holders (2026-06-30)

71 institutions reported holding $79.4M of CALAMOS (CPZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($10.9M), SIT INVESTMENT ASSOCIATES INC ($10.8M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($6.1M), RAYMOND JAMES FINANCIAL INC ($5.0M), Penserra Capital Management LLC ($4.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$10.9M833,063Trimmed
2SIT INVESTMENT ASSOCIATES INC$10.8M827,578Trimmed
3RIVERNORTH CAPITAL MANAGEMENT, LLC$6.1M465,879Added
4RAYMOND JAMES FINANCIAL INC$5.0M384,849Added
5Penserra Capital Management LLC$4.6M355,241Added
6Saba Capital Management, L.P.$4.4M335,551New
7LPL Financial LLC$4.0M309,510Added
8WELLS FARGO & COMPANY/MN$3.0M226,846Trimmed
9OPPENHEIMER & CO INC$2.9M222,701Trimmed
10Shaker Financial Services, LLC$2.4M184,023Added
11Atlas Wealth LLC$1.9M147,233New
12Closed-End Fund Advisors, Inc.$1.9M143,176Added
13UBS Group AG$1.7M131,644Added
14Advisors Asset Management, Inc.$1.6M122,651Trimmed
15OSAIC HOLDINGS, INC.$1.5M111,689Added
16TrueMark Investments, LLC$1.2M90,879Added
17STEPHENS INC /AR/$1.1M84,912Added
18Janney Montgomery Scott LLC$1.1M83,886Trimmed
19STIFEL FINANCIAL CORP$1.0M77,441Trimmed
20EVOLVE PRIVATE WEALTH, LLC$885,66067,711Trimmed
21BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$783,51859,902Added
22ENVESTNET ASSET MANAGEMENT INC$776,09659,335Added
23Kestra Advisory Services, LLC$731,04355,890Added
24Concurrent Investment Advisors, LLC$627,79547,997Trimmed
25Royal Bank of Canada$588,00044,951Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30