Ifp Advisors, Inc Madison Covered Call & Equity Strategy Fund Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	SELL	$6.56 - $7.11 $559,574 - $606,490	-85,301 Closed	0 $0
Q2 2024 Jul 30, 2024	BUY	$6.92 - $7.6 $95,170 - $104,522	13,753 Added 19.22%	85,301 $648,000
Q1 2024 Jul 30, 2024	BUY	$7.08 - $7.5 $56,236 - $59,572	7,943 Added 12.49%	71,548 $523,000
Q4 2023 Jan 09, 2024	BUY	$6.75 - $7.53 $164,430 - $183,430	24,360 Added 62.07%	63,605 $478,000
Q3 2023 Oct 12, 2023	BUY	$6.95 - $7.77 $192,827 - $215,578	27,745 Added 241.26%	39,245 $277,000
Q2 2023 Aug 04, 2023	BUY	$7.24 - $8.54 $83,260 - $98,209	11,500 New	11,500 $85,000
Q1 2019 May 15, 2019	SELL	$6.25 - $6.93 $1,837 - $2,037	-294 Closed	0 $0
Q2 2016 Jun 03, 2019	BUY	N/A	294	294 $2,000

Others Institutions Holding MCN

# of Institutions

39

Shares Held

3.8M

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

785K
Shares

$5.03 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

335K
Shares

$2.15 Million
0.0% of portfolio
Atria Wealth Solutions, Inc. New York, NY

242K
Shares

$1.55 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

240K
Shares

$1.54 Million
0.0% of portfolio
Ubs Group Ag

239K
Shares

$1.53 Million
0.0% of portfolio

About Madison Covered Call & Equity Strategy Fund

Ticker MCN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Madison Covered Call & Equity Strategy Fund is a closed-ended equity mutual fund launched by Madison Investment Holdings, Inc. It is managed by Madison Asset Management, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily i...

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