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 40 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
798,702
shares
|
$5.69 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
553,401
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
495,968
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2024
Added 6.47%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
398,751
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2024
Added 2.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
238,004
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.98%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
220,274
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.62%
|
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
192,957
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
192,957
shares
|
$1.37 Million
0.56% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
122,124
shares
|
$869,522
0.01% of portfolio
|
Q1 2024
Added 57.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
105,238
shares
|
$749,294
0.0% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
72,681
shares
|
$517,488
0.0% of portfolio
|
Q1 2024
Reduced 26.46%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
63,605
shares
|
$452,867
0.02% of portfolio
|
Q4 2023
Added 62.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
61,748
shares
|
$439,645
0.0% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
54,856
shares
|
$390,574
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
48,973
shares
|
$348,687
0.0% of portfolio
|
Q4 2023
Added 25.66%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
47,148
shares
|
$335,693
0.0% of portfolio
|
Q1 2024
Reduced 10.13%
|
|
|
Independent Wealth Network Inc.
|
May 20, 2024 Q1 2024 |
42,910
shares
|
$305,519
0.15% of portfolio
|
Q1 2024
Added 5.71%
|
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
35,744
shares
|
$254,497
0.02% of portfolio
|
Q1 2024
Reduced 8.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
30,601
shares
|
$217,879
0.0% of portfolio
|
Q1 2024
Added 92.8%
|
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
27,923
shares
|
$198,811
0.0% of portfolio
|
Q4 2023
Added 13.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
27,564
shares
|
$196,255
0.0% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
27,470
shares
|
$195,586
0.0% of portfolio
|
Q1 2024
Added 130.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
26,722
shares
|
$190,260
0.02% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Elco Management Co., LLC
New York, NY |
May 14, 2024 Q1 2024 |
23,223
shares
|
$165,347
0.1% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
20,723
shares
|
$147,547
0.0% of portfolio
|
Q1 2024
Added 6.5%
|
|