Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
163K+ 562.41% |
$1.07M - $1.27M
|
191K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
115K+ 65.21% |
$754K - $898K
|
290K
$2.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
62KNew |
$408K - $486K
|
62K
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
50.4K+ 25.16% |
$332K - $395K
|
251K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.8K+ 20.2% |
$275K - $328K
|
249K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
28.9KNew |
$190K - $227K
|
28.9K
$203K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
22K+ 83.33% |
$145K - $172K
|
48.4K
$340K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3KNew |
$67.9K - $80.9K
|
10.3K
$72.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.48K+ 15.76% |
$62.4K - $74.3K
|
69.6K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.45K+ 17.0% |
$62.2K - $74.1K
|
65K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.17KNew |
$60.3K - $71.9K
|
9.17K
$64.4K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5KNew |
$32.9K - $39.2K
|
5K
$35.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.15K+ 16.75% |
$27.3K - $32.5K
|
28.9K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.77KNew |
$18.2K - $21.7K
|
2.77K
$19.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.5K+ 5.19% |
$16.5K - $19.6K
|
50.7K
$356K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.1K+ 4.1% |
$7.21K - $8.59K
|
27.8K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1K+ 4.57% |
$6.58K - $7.84K
|
22.9K
$161K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
923+ 1.18% |
$6.07K - $7.24K
|
79.3K
$558K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
363New |
$2.39K - $2.85K
|
363
$2.55K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
306+ 0.59% |
$2.01K - $2.4K
|
51.7K
$364K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
233New |
$1.53K - $1.83K
|
233
$1.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
204New |
$1.34K - $1.6K
|
204
$1.43K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.01% |
$6.58 - $7.84
|
16.9K
$119K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-210- 0.93% |
$1.38K - $1.65K
|
22.4K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-241- 1.64% |
$1.59K - $1.89K
|
14.5K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1K- 3.1% |
$6.58K - $7.84K
|
31.2K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16K- 2.03% |
$7.61K - $9.07K
|
55.8K
$392K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.74K- 13.56% |
$11.5K - $13.7K
|
11.1K
$78.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.8K- 36.71% |
$38.2K - $45.5K
|
10K
$70.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.1K- 12.3% |
$92.8K - $111K
|
101K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.1K- 2.17% |
$139K - $166K
|
955K
$6.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-193K- 21.12% |
$1.27M - $1.51M
|
719K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-239K- 60.74% |
$1.57M - $1.88M
|
155K
$1.09M
|