Institute For Wealth Management, Llc. Madison Covered Call & Equity Strategy Fund Call Options Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Call Options

5 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2019 Jan 27, 2020	SELL	$6.15 - $6.71 $275,520 - $300,608	-44,800 Closed	0 $0
Q3 2019 Oct 28, 2019	BUY	$6.22 - $6.63 $278,656 - $297,024	44,800 New	44,800 $3,000
Q2 2019 Aug 02, 2019	SELL	$6.34 - $6.84 $28.4 Million - $30.6 Million	-4,480,000 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$6.25 - $6.93 $27.7 Million - $30.7 Million	4,435,200 Added 9900.0%	4,480,000 $3,000
Q4 2018 Feb 08, 2019	BUY	$5.81 - $7.74 $260,287 - $346,752	44,800 New	44,800 $3,000

Others Institutions Holding MCN

# of Institutions

55

Shares Held

4.78M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

837K
Shares

$5.09 Million
0.01% of portfolio
Shaker Financial Services, LLC

535K
Shares

$3.25 Million
1.17% of portfolio
Wells Fargo & Company San Francisco, CA

419K
Shares

$2.55 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

335K
Shares

$2.04 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

246K
Shares

$1.5 Million
0.0% of portfolio

About Madison Covered Call & Equity Strategy Fund

Ticker MCN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Madison Covered Call & Equity Strategy Fund is a closed-ended equity mutual fund launched by Madison Investment Holdings, Inc. It is managed by Madison Asset Management, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily i...

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