MCCARTER PRIVATE WEALTH SERVICES LLC
Position in CPZ — Calamos Long/Short Equity & Dynamic Income Trust
CIK 2036922
Boston, MA
Position in CPZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$420,547
-$56,664 QoQ
Shares Held
30,991
-5.1% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $1,462,262 across 4 Asset Management names.
All Filings in CPZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,547 | 30,991 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $477,211 | 32,641 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $527,478 | 32,641 | Shares | Other | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||