Purchases and Sales Made in Q1 2023 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 2023. 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 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
161K+ 558.48% |
$1.23M - $1.31M
|
190K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.3K+ 10.08% |
$735K - $783K
|
1.05M
$7.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
45.4KNew |
$346K - $369K
|
45.4K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
41.5K+ 14.31% |
$317K - $338K
|
332K
$2.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.6K+ 41.81% |
$165K - $176K
|
73.4K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20KNew |
$153K - $163K
|
20K
$133K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.6KNew |
$103K - $110K
|
13.6K
$90.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.6KNew |
$95.8K - $102K
|
12.6K
$83.7K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.82K+ 3.12% |
$59.7K - $63.6K
|
259K
$1.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.15KNew |
$39.3K - $41.9K
|
5.15K
$34.4K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.12K+ 37.11% |
$31.5K - $33.5K
|
15.2K
$102K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.68K+ 16.48% |
$28.1K - $30K
|
26K
$174K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.7K+ 2.68% |
$20.6K - $22K
|
103K
$689K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.3K+ 2.57% |
$9.92K - $10.6K
|
52K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
400+ 1.75% |
$3.05K - $3.25K
|
23.3K
$155K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
96+ 0.93% |
$732 - $780
|
10.4K
$69.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-373- 3.4% |
$2.85K - $3.03K
|
10.6K
$70.6K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-610- 0.94% |
$4.65K - $4.96K
|
64.4K
$430K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-960- 5.69% |
$7.32K - $7.8K
|
15.9K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.1K- 3.52% |
$8.39K - $8.94K
|
30.1K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.6K- 2.87% |
$12.2K - $13K
|
54.2K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2K- 4.13% |
$15.3K - $16.3K
|
46.4K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.19K- 4.59% |
$24.4K - $26K
|
66.4K
$443K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.69K- 2.39% |
$28.2K - $30K
|
151K
$1.01M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5KClosed |
$38.2K - $40.7K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.77K- 24.33% |
$51.7K - $55.1K
|
21.1K
$140K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.3K- 9.35% |
$178K - $189K
|
226K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.9K- 6.24% |
$342K - $365K
|
674K
$4.5M
|