Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
987KNew |
$7.75M - $8.39M
|
987K
$6.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.2K+ 10.32% |
$433K - $469K
|
590K
$3.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 13.17% |
$106K - $115K
|
116K
$771K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.4K+ 47.72% |
$73.8K - $79.9K
|
29.1K
$194K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.52K+ 11.93% |
$66.9K - $72.5K
|
80K
$532K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
5.77K+ 1.24% |
$45.3K - $49K
|
472K
$3.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.37K+ 37.63% |
$42.1K - $45.6K
|
19.6K
$131K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
4.6K+ 16.01% |
$36.1K - $39.1K
|
33.3K
$222K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 17.48% |
$16K - $17.3K
|
13.7K
$91.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.45K+ 1.69% |
$11.4K - $12.3K
|
87.3K
$580K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.22K+ 2.5% |
$9.59K - $10.4K
|
50.1K
$333K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
987New |
$7.75K - $8.39K
|
987
$6.56K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
58+ 0.56% |
$455 - $493
|
10.4K
$68.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.32% |
$440 - $476
|
17.6K
$117K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 2.26% |
$204 - $221
|
1.17K
$7.81K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117- 0.07% |
$918 - $995
|
176K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 1.33% |
$7.85K - $8.5K
|
74K
$492K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.47K- 79.99% |
$11.5K - $12.5K
|
367
$2.44K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.5K- 13.68% |
$19.6K - $21.3K
|
15.8K
$105K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.29K- 1.83% |
$25.8K - $27.9K
|
177K
$1.17M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.2K- 77.61% |
$40.8K - $44.2K
|
1.5K
$9.98K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.62K- 13.63% |
$59.8K - $64.8K
|
48.3K
$321K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-13.8K- 2.14% |
$109K - $117K
|
631K
$4.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.3K- 65.98% |
$206K - $223K
|
13.6K
$90.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-29.3K- 9.41% |
$230K - $249K
|
282K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.4K- 27.6% |
$356K - $386K
|
119K
$791K
|