Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
124K+ 16.0% |
$802K - $991K
|
897K
$5.96M
|
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
68.7KNew |
$445K - $550K
|
68.7K
$457K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
41K+ 30.94% |
$266K - $329K
|
174K
$1.15M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.4K+ 3.99% |
$249K - $307K
|
1M
$6.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.4K+ 3.99% |
$249K - $307K
|
1M
$6.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
29KNew |
$188K - $232K
|
29K
$193K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 12.14% |
$138K - $171K
|
197K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$64.8K - $80.1K
|
10K
$66.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.23KNew |
$59.8K - $73.9K
|
9.23K
$61.4K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.72K+ 12.71% |
$56.5K - $69.8K
|
77.3K
$514K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.2K+ 25.12% |
$53.1K - $65.7K
|
40.8K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.12K+ 4.98% |
$46.1K - $57K
|
150K
$998K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5.6K+ 13.73% |
$36.3K - $44.9K
|
46.4K
$308K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.7K+ 17.23% |
$17.5K - $21.6K
|
18.4K
$122K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.62K+ 15.78% |
$17K - $21K
|
19.2K
$128K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.96KNew |
$12.7K - $15.7K
|
1.96K
$13K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.67KNew |
$10.8K - $13.4K
|
1.67K
$11.1K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 9.43% |
$6.48K - $8.01K
|
11.6K
$77.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1K+ 3.94% |
$6.48K - $8.01K
|
26.4K
$176K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
275+ 1.94% |
$1.78K - $2.2K
|
14.4K
$96K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215+ 0.43% |
$1.39K - $1.72K
|
49.9K
$332K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-255Closed |
$1.65K - $2.04K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-400- 1.55% |
$2.59K - $3.2K
|
25.4K
$169K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-555- 0.53% |
$3.6K - $4.45K
|
105K
$697K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-889- 1.46% |
$5.76K - $7.12K
|
60.1K
$400K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.16K- 5.72% |
$7.53K - $9.31K
|
19.1K
$127K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.17KClosed |
$7.61K - $9.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.3KClosed |
$21.4K - $26.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.16K- 28.51% |
$26.9K - $33.3K
|
10.4K
$69.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.02K- 12.74% |
$58.4K - $72.2K
|
61.8K
$411K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.1K- 11.12% |
$65.6K - $81.1K
|
80.9K
$538K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-11.2KClosed |
$72.3K - $89.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.1KClosed |
$78.3K - $96.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15.8K- 2.82% |
$102K - $126K
|
544K
$3.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-102K- 48.0% |
$664K - $820K
|
111K
$738K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-197K- 50.02% |
$1.27M - $1.57M
|
196K
$1.31M
|