Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
49K+ 40.1% |
$339K - $372K
|
171K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
18KNew |
$125K - $137K
|
18K
$127K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 83.03% |
$119K - $131K
|
37.9K
$267K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 19.22% |
$95.2K - $105K
|
85.3K
$600K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.54K+ 34.6% |
$66K - $72.5K
|
37.1K
$261K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.49K+ 2.31% |
$38K - $41.7K
|
243K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.92KNew |
$34K - $37.4K
|
4.92K
$34.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.78KNew |
$26.1K - $28.7K
|
3.78K
$26.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.74K+ 3.56% |
$25.9K - $28.4K
|
109K
$766K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4KNew |
$23.5K - $25.8K
|
3.4K
$23.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.17K+ 20.75% |
$21.9K - $24.1K
|
18.4K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.77K+ 1.26% |
$19.2K - $21.1K
|
223K
$1.57M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.76K+ 1.97% |
$12.1K - $13.3K
|
90.7K
$638K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.27K+ 2.96% |
$8.8K - $9.66K
|
44.2K
$311K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.26K+ 4.12% |
$8.73K - $9.58K
|
31.9K
$224K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111+ 0.54% |
$768 - $844
|
20.6K
$145K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10+ 0.42% |
$69.2 - $76
|
2.4K
$16.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.01% |
$27.7 - $30.4
|
61.8K
$434K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-764- 1.62% |
$5.29K - $5.81K
|
46.4K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.19K- 8.21% |
$15.2K - $16.7K
|
24.5K
$172K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.53K- 7.08% |
$17.5K - $19.2K
|
33.2K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.22K- 4.43% |
$22.3K - $24.5K
|
69.5K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.3K- 1.41% |
$78.1K - $85.7K
|
787K
$5.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.6K- 52.99% |
$101K - $111K
|
12.9K
$90.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.6K- 32.1% |
$122K - $134K
|
37.2K
$262K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.2K- 3.88% |
$133K - $146K
|
477K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-40.4K- 10.13% |
$280K - $307K
|
358K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 19.63% |
$752K - $826K
|
445K
$3.13M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-109K- 19.63% |
$752K - $826K
|
445K
$3.13M
|