Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.6K+ 20.13% |
$694K - $757K
|
535K
$3.75M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.8KNew |
$665K - $725K
|
85.8K
$602K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
75KNew |
$581K - $634K
|
75K
$526K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1K+ 33.84% |
$140K - $153K
|
71.5K
$501K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.7KNew |
$90.5K - $98.6K
|
11.7K
$81.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.5KNew |
$81.6K - $89K
|
10.5K
$73.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.4K+ 55.27% |
$80.6K - $87.9K
|
29.2K
$205K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$79.9K - $87.1K
|
10.3K
$72.3K
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
8.4K+ 41.32% |
$65.1K - $71K
|
28.7K
$201K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
7.5K+ 61.48% |
$58.1K - $63.4K
|
19.7K
$138K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.1K+ 53.41% |
$47.3K - $51.6K
|
17.5K
$123K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.81K+ 3.41% |
$45K - $49.1K
|
176K
$1.23M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
2.99K+ 3.01% |
$23.2K - $25.3K
|
102K
$718K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 5.16% |
$18.1K - $19.7K
|
47.5K
$333K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.6K+ 697.39% |
$12.4K - $13.6K
|
1.83K
$12.9K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
941+ 0.2% |
$7.29K - $7.95K
|
466K
$3.27M
|
|
|
Aug 13, 2021
Q2 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
255New |
$1.98K - $2.15K
|
255
$1.79K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 3.24% |
$279 - $304
|
1.15K
$8.05K
|
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-600- 3.18% |
$4.65K - $5.07K
|
18.3K
$128K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.85K- 3.2% |
$14.3K - $15.6K
|
55.9K
$392K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2KClosed |
$15.5K - $16.9K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.2K- 6.31% |
$17K - $18.6K
|
32.6K
$229K
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.9KClosed |
$22.5K - $24.5K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.81K- 21.09% |
$29.6K - $32.2K
|
14.3K
$100K
|
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.16K- 1.94% |
$47.7K - $52K
|
311K
$2.18M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.4K- 95.52% |
$49.6K - $54.1K
|
300
$2.1K
|
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.42K- 4.47% |
$65.2K - $71.1K
|
180K
$1.26M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.94K- 15.47% |
$69.2K - $75.5K
|
48.8K
$342K
|
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.46K- 1.45% |
$73.3K - $79.9K
|
645K
$4.52M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.7KClosed |
$83.2K - $90.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.7K- 19.45% |
$307K - $335K
|
164K
$1.15M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-95K- 70.47% |
$736K - $803K
|
39.8K
$279K
|