Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.1K+ 216.85% |
$285K - $318K
|
55.7K
$353K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
13KNew |
$97.5K - $109K
|
13K
$82.5K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9KNew |
$96.5K - $107K
|
12.9K
$81.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
12K+ 10.39% |
$90.1K - $100K
|
128K
$810K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.33K+ 4.15% |
$54.8K - $61.1K
|
184K
$1.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.4K+ 16.2% |
$40.4K - $45K
|
38.7K
$245K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.2K+ 40.07% |
$38.9K - $43.3K
|
18.2K
$115K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.56K+ 5.22% |
$34.1K - $38K
|
91.8K
$581K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.45KNew |
$18.3K - $20.4K
|
2.45K
$15.5K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.86K+ 17.94% |
$13.9K - $15.5K
|
12.2K
$77.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1KNew |
$7.48K - $8.33K
|
1K
$6.33K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
219+ 1.6% |
$1.64K - $1.82K
|
13.9K
$88.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-90- 0.05% |
$673 - $750
|
176K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-200- 0.69% |
$1.5K - $1.67K
|
28.9K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-344- 0.69% |
$2.57K - $2.87K
|
49.7K
$315K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-367Closed |
$2.75K - $3.06K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-450- 0.61% |
$3.37K - $3.75K
|
73.5K
$465K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-987Closed |
$7.38K - $8.22K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.52K- 12.86% |
$18.9K - $21K
|
17.1K
$108K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.07K- 19.46% |
$23K - $25.6K
|
12.7K
$80.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.49K- 9.29% |
$33.5K - $37.4K
|
43.8K
$277K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.2K- 77.61% |
$38.9K - $43.3K
|
1.5K
$9.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.74K- 6.5% |
$57.9K - $64.4K
|
111K
$704K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.84K- 12.3% |
$73.6K - $81.9K
|
70.2K
$444K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.6KClosed |
$101K - $113K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-19.6KClosed |
$147K - $163K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.7K- 2.1% |
$155K - $173K
|
966K
$6.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-21.1K- 4.46% |
$158K - $175K
|
451K
$2.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-30.5K- 10.84% |
$228K - $254K
|
251K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-69.2K- 10.97% |
$518K - $577K
|
562K
$3.56M
|