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 39 institutions that hold shares in the stock, with a total of 3.8 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
784,620
shares
|
$4.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
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%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
242,496
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Added 715.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
239,722
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
239,337
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
231,778
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
219,583
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.15%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
193,217
shares
|
$1.19 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
190,616
shares
|
$1.18 Million
0.27% of portfolio
|
Q4 2024
Added 108.14%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
171,485
shares
|
$1.06 Million
0.36% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
128,045
shares
|
$791,318
0.01% of portfolio
|
Q4 2024
Reduced 28.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
110,655
shares
|
$683,847
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
89,390
shares
|
$552,430
0.09% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
64,056
shares
|
$395,866
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
58,001
shares
|
$358,446
0.0% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
50,562
shares
|
$312,473
0.14% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
48,825
shares
|
$301,738
0.0% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
46,886
shares
|
$289,755
0.0% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
41,732
shares
|
$257,903
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,320
shares
|
$224,457
0.0% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
32,721
shares
|
$202,215
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
31,414
shares
|
$194,138
0.01% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
29,158
shares
|
$180,196
0.0% of portfolio
|
Q4 2024
Added 40.74%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
24,929
shares
|
$154,061
0.01% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
23,077
shares
|
$142,615
0.0% of portfolio
|
Q4 2024
Reduced 73.52%
|