Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
277K+ 40.21% |
$1.93M - $2.15M
|
967K
$6.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.6K+ 55.54% |
$379K - $424K
|
153K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
48.7KNew |
$339K - $379K
|
48.7K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
48.4K+ 315.43% |
$336K - $376K
|
63.7K
$417K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
39KNew |
$271K - $303K
|
39K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.9K+ 13.52% |
$250K - $279K
|
302K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
32.7K+ 1950.15% |
$227K - $254K
|
34.4K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.1K+ 45.17% |
$209K - $234K
|
96.7K
$633K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27.7K+ 241.26% |
$193K - $216K
|
39.2K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.7K+ 10.29% |
$186K - $207K
|
286K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.9K+ 31.76% |
$145K - $162K
|
86.5K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$97.4K - $109K
|
14K
$91.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$79.9K - $89.4K
|
11.5K
$75.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8KNew |
$74.8K - $83.7K
|
10.8K
$70.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.31K+ 2.09% |
$57.7K - $64.6K
|
406K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.24K+ 16.52% |
$57.3K - $64K
|
58.1K
$381K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.74K+ 5.51% |
$19K - $21.3K
|
52.4K
$343K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.58K+ 3.92% |
$17.9K - $20K
|
68.2K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07KNew |
$14.4K - $16.1K
|
2.07K
$13.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 10.61% |
$12.8K - $14.3K
|
19.2K
$126K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.8K+ 12.44% |
$12.5K - $14K
|
16.3K
$107K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
261+ 0.14% |
$1.81K - $2.03K
|
192K
$1.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
261+ 0.14% |
$1.81K - $2.03K
|
192K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
187+ 1.59% |
$1.3K - $1.45K
|
11.9K
$78K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111+ 0.55% |
$771 - $862
|
20.3K
$133K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-482- 18.91% |
$3.35K - $3.75K
|
2.07K
$13.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-789- 2.98% |
$5.48K - $6.13K
|
25.7K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 27.27% |
$17.4K - $19.4K
|
6.67K
$43.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.5K- 5.16% |
$17.4K - $19.4K
|
46K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.8K- 9.15% |
$19.5K - $21.8K
|
27.8K
$182K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.18K- 11.58% |
$36K - $40.2K
|
39.5K
$259K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.06K- 7.78% |
$49.1K - $54.9K
|
83.7K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-41.2K- 28.46% |
$286K - $320K
|
104K
$678K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-60.8K- 7.55% |
$422K - $472K
|
744K
$4.87M
|