Purchases and Sales Made in Q1 2022 in Madison Covered Call & Equity Strategy Fund (MCN)
This table provides information about the institutional ownership of Madison Covered Call & Equity Strategy Fund (MCN) during Q1 2022. The information is specifically focused on institutions that hold shares of Madison Covered Call & Equity Strategy Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
183K+ 31.05% |
$1.38M - $1.52M
|
773K
$5.43M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.6KNew |
$170K - $187K
|
22.6K
$159K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
15.7KNew |
$118K - $130K
|
15.7K
$110K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6KNew |
$110K - $121K
|
14.6K
$103K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.7K+ 3.67% |
$35.3K - $38.9K
|
133K
$932K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.04K+ 5.27% |
$15.3K - $16.9K
|
40.8K
$287K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.25KNew |
$9.39K - $10.3K
|
1.25K
$8.79K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 4.11% |
$9.01K - $9.92K
|
30.4K
$214K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
229+ 1.64% |
$1.72K - $1.89K
|
14.2K
$99.6K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-141- 1.15% |
$1.06K - $1.17K
|
12.1K
$84.9K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-218- 0.12% |
$1.64K - $1.8K
|
176K
$1.23M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-525- 3.07% |
$3.94K - $4.34K
|
16.6K
$117K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-799- 0.87% |
$6K - $6.61K
|
91K
$640K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1KClosed |
$7.51K - $8.27K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.55K- 12.19% |
$11.6K - $12.8K
|
11.2K
$78.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.08K- 15.94% |
$15.6K - $17.2K
|
11K
$77K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.2K- 32.84% |
$16.5K - $18.2K
|
4.5K
$31.6K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.3K- 17.83% |
$17.3K - $19K
|
10.6K
$74.5K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.44K- 0.43% |
$18.3K - $20.2K
|
559K
$3.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.45KClosed |
$18.4K - $20.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.74K- 3.73% |
$20.6K - $22.7K
|
70.8K
$498K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.5K- 12.11% |
$26.3K - $28.9K
|
25.4K
$179K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.37K- 0.45% |
$32.8K - $36.1K
|
962K
$6.76M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.92K- 5.32% |
$44.4K - $48.9K
|
105K
$741K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.17K- 13.07% |
$68.9K - $75.8K
|
61K
$429K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.5KClosed |
$79.1K - $87.1K
|
0
$0
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-22.1K- 24.41% |
$166K - $183K
|
68.6K
$482K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.4K- 63.55% |
$266K - $293K
|
20.3K
$143K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-38K- 15.1% |
$285K - $314K
|
213K
$1.5M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38.4K- 3.84% |
$288K - $317K
|
962K
$6.76M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-41K- 22.28% |
$308K - $339K
|
143K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.8KClosed |
$329K - $362K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-57.8K- 12.83% |
$434K - $478K
|
393K
$2.76M
|