Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
50.2K+ 33.45% |
$324K - $413K
|
200K
$1.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
48.2KNew |
$311K - $396K
|
48.2K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
21.9KNew |
$141K - $180K
|
21.9K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.7K+ 1.64% |
$94.9K - $121K
|
912K
$6.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13.4KNew |
$86.4K - $110K
|
13.4K
$89K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 25.96% |
$68.5K - $87.1K
|
51.4K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 5.18% |
$65.9K - $83.8K
|
207K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.89K+ 9.44% |
$63.9K - $81.3K
|
115K
$763K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.56K+ 47.1% |
$55.3K - $70.4K
|
26.7K
$178K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.7KNew |
$43.3K - $55.1K
|
6.7K
$44.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.67K+ 11.35% |
$36.6K - $46.6K
|
55.6K
$370K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.36K+ 17.52% |
$21.7K - $27.7K
|
22.6K
$150K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.97K+ 1.14% |
$12.7K - $16.2K
|
176K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.8K+ 5.92% |
$11.6K - $14.8K
|
32.2K
$214K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.8K+ 3.88% |
$11.6K - $14.8K
|
48.2K
$320K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
289+ 2.0% |
$1.87K - $2.38K
|
14.7K
$97.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30+ 0.05% |
$194 - $247
|
60.1K
$400K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-1.5K- 8.17% |
$9.7K - $12.3K
|
16.9K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.84K- 7.84% |
$31.3K - $39.8K
|
56.9K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.29K- 32.86% |
$40.6K - $51.7K
|
12.9K
$85.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.8K- 18.51% |
$56.8K - $72.3K
|
38.7K
$258K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-12.3K- 13.61% |
$79.8K - $102K
|
78.4K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.4K- 27.65% |
$145K - $184K
|
58.5K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 2.41% |
$156K - $198K
|
976K
$6.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-53.6K- 78.0% |
$346K - $441K
|
15.1K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-150K- 27.53% |
$967K - $1.23M
|
394K
$2.62M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-172K- 87.4% |
$1.11M - $1.41M
|
24.7K
$165K
|