Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
165K+ 85.35% |
$1.01M - $1.11M
|
358K
$2.27M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.4K+ 57.32% |
$388K - $428K
|
174K
$1.1M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
57.8KNew |
$353K - $389K
|
57.8K
$366K
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
BUY
|
- |
45.3KNew |
$277K - $305K
|
45.3K
$287K
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
34.6KNew |
$212K - $233K
|
34.6K
$219K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.5KNew |
$125K - $138K
|
20.5K
$130K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20.3KNew |
$124K - $137K
|
20.3K
$128K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$118K - $130K
|
19.2K
$122K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.1K+ 90.17% |
$68.2K - $75.1K
|
23.5K
$149K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.63K+ 5.18% |
$28.4K - $31.2K
|
94K
$595K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.04K+ 18.7% |
$24.7K - $27.2K
|
25.6K
$162K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.5K+ 14.04% |
$21.4K - $23.6K
|
28.4K
$180K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.98K+ 1.24% |
$18.2K - $20.1K
|
243K
$1.54M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.5K+ 4.31% |
$15.3K - $16.9K
|
60.5K
$383K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.45K+ 5.86% |
$15K - $16.5K
|
44.2K
$280K
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.03K+ 4.01% |
$12.4K - $13.7K
|
52.6K
$333K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.02K+ 6.17% |
$12.4K - $13.6K
|
34.7K
$220K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.68KNew |
$10.3K - $11.3K
|
1.68K
$10.6K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.6KNew |
$9.79K - $10.8K
|
1.6K
$10.1K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
250+ 0.8% |
$1.53K - $1.69K
|
31.7K
$200K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
141New |
$863 - $950
|
141
$893
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-35- 0.17% |
$214 - $236
|
21K
$133K
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-700- 3.18% |
$4.28K - $4.72K
|
21.3K
$135K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-755- 1.18% |
$4.62K - $5.09K
|
63.3K
$401K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.05K- 0.45% |
$6.4K - $7.05K
|
231K
$1.46M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.5K- 3.2% |
$9.18K - $10.1K
|
45.4K
$287K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.39K- 21.9% |
$39.1K - $43K
|
22.8K
$144K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.65K- 1.1% |
$53K - $58.3K
|
776K
$4.91M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23K- 10.49% |
$141K - $155K
|
197K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-37.5K- 29.32% |
$230K - $253K
|
90.5K
$573K
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-99K- 51.96% |
$606K - $667K
|
91.6K
$580K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-134K- 55.99% |
$820K - $903K
|
105K
$667K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-210K- 86.78% |
$1.29M - $1.42M
|
32.1K
$203K
|