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 45 institutions that hold shares in the stock, with a total of 3.89 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
775,966
shares
|
$4.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
358,126
shares
|
$2.22 Million
0.89% of portfolio
|
Q1 2025
Added 85.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
334,706
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
242,701
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
230,732
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Absolute Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
203,355
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2025
Added 348.91%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
196,554
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
174,086
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 57.32%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
173,615
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
105,342
shares
|
$652,066
0.0% of portfolio
|
Q1 2025
Reduced 55.99%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
99,263
shares
|
$614,437
0.17% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
92,464
shares
|
$572,352
0.08% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
90,501
shares
|
$560,201
0.01% of portfolio
|
Q1 2025
Reduced 29.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
63,301
shares
|
$391,833
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
60,501
shares
|
$374,501
0.0% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
57,760
shares
|
$357,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
55,611
shares
|
$344,232
0.13% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
48,825
shares
|
$302,226
0.0% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
47,880
shares
|
$296,377
0.03% of portfolio
|
Q2 2025
Added 51.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
45,386
shares
|
$280,939
0.0% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
44,179
shares
|
$273,468
0.0% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,320
shares
|
$224,820
0.0% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
34,740
shares
|
$215,040
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
34,593
shares
|
$214,130
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,069
shares
|
$198,507
0.0% of portfolio
|
Q1 2025
Reduced 86.78%
|