Institutional Ownership Madison Covered Call & Equity Strategy Fund (MCN)
This table provides information about the institutional ownership of Madison Covered Call & Equity Strategy Fund (MCN). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $28.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
836,592
shares
|
$5.25 Million
0.01% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
455,480
shares
|
$2.86 Million
1.06% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
419,467
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Added 140.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
334,706
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
246,317
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
225,041
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
208,751
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Absolute Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
203,355
shares
|
$1.28 Million
0.16% of portfolio
|
Q2 2025
Added 348.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
185,906
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
173,615
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
120,800
shares
|
$757,416
0.09% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
99,263
shares
|
$622,379
0.17% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
92,464
shares
|
$579,749
0.08% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
75,714
shares
|
$474,726
0.0% of portfolio
|
Q2 2025
Added 31.08%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
70,140
shares
|
$439,777
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
61,663
shares
|
$386,627
0.03% of portfolio
|
Q2 2025
Added 78.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
58,388
shares
|
$366,092
0.0% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
57,157
shares
|
$358,374
0.0% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
55,611
shares
|
$348,680
0.13% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
52,574
shares
|
$329,638
0.0% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
47,907
shares
|
$300,376
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
47,880
shares
|
$300,207
0.03% of portfolio
|
Q2 2025
Added 51.21%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
45,529
shares
|
$285,466
0.0% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
45,386
shares
|
$284,570
0.0% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
37,496
shares
|
$235,099
0.0% of portfolio
|
Q2 2025
Reduced 58.57%
|