Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 24.42% |
$769K - $815K
|
553K
$3.88M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
89KNew |
$630K - $667K
|
89K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
44.8K+ 57.93% |
$317K - $336K
|
122K
$856K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.1K+ 6.47% |
$213K - $226K
|
496K
$3.48M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6K+ 47.28% |
$125K - $132K
|
54.9K
$385K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 130.57% |
$110K - $117K
|
27.5K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.3KNew |
$108K - $115K
|
15.3K
$107K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$108K - $114K
|
15.3K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$106K - $112K
|
14.9K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.7K+ 92.8% |
$104K - $110K
|
30.6K
$215K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.21K+ 2.36% |
$65.2K - $69.1K
|
399K
$2.8M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.94K+ 12.49% |
$56.2K - $59.6K
|
71.5K
$502K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.8KNew |
$34K - $36K
|
4.8K
$33.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.32K+ 5.71% |
$16.4K - $17.4K
|
42.9K
$301K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.64K+ 6.33% |
$11.6K - $12.3K
|
27.6K
$193K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 6.5% |
$8.95K - $9.48K
|
20.7K
$145K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
702+ 0.37% |
$4.97K - $5.27K
|
193K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
702+ 0.37% |
$4.97K - $5.27K
|
193K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
639+ 0.61% |
$4.52K - $4.79K
|
105K
$738K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
135New |
$956 - $1.01K
|
135
$946
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
109+ 0.53% |
$772 - $818
|
20.5K
$144K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
45+ 1.8% |
$319 - $338
|
2.55K
$17.9K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 0.46% |
$77.9 - $82.5
|
2.39K
$16.8K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-116- 0.68% |
$821 - $870
|
17K
$119K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-178- 0.66% |
$1.26K - $1.34K
|
26.7K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-223- 0.4% |
$1.58K - $1.67K
|
54.9K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.27K- 2.01% |
$8.98K - $9.51K
|
61.7K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.53K- 8.99% |
$25K - $26.5K
|
35.7K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.22K- 0.65% |
$36.9K - $39.1K
|
799K
$5.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.32K- 10.13% |
$37.6K - $39.9K
|
47.1K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.2K- 26.46% |
$185K - $196K
|
72.7K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40.8K- 15.62% |
$289K - $306K
|
220K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59.4K- 19.98% |
$421K - $446K
|
238K
$1.67M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 16.39% |
$768K - $813K
|
553K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 16.39% |
$768K - $813K
|
553K
$3.88M
|