Latest Institutional Transactions on Madison Covered Call & Equity Strategy Fund (MCN)
This table provides information on the latest institutional transactions involving Madison Covered Call & Equity Strategy Fund (MCN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.96K- 87.47% |
$40.2K - $44.8K
|
853
$4.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.1KNew |
$81.4K - $90.8K
|
12.1K
$66.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
15.3KNew |
$103K - $115K
|
15.3K
$84.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.11K- 8.02% |
$34.5K - $38.5K
|
58.6K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-244- 2.27% |
$1.65K - $1.84K
|
10.5K
$58.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.3K+ 13.4% |
$22.3K - $24.8K
|
27.9K
$155K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-482- 18.91% |
$3.35K - $3.75K
|
2.07K
$11.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$97.4K - $109K
|
14K
$77.8K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.5K- 27.27% |
$17.4K - $19.4K
|
6.67K
$37K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8KNew |
$74.8K - $83.7K
|
10.8K
$59.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.22KNew |
$37.8K - $44.6K
|
5.22K
$29K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
26.7KNew |
$193K - $228K
|
26.7K
$148K
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
10.3KNew |
$74.8K - $88.2K
|
10.3K
$57.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-99- 0.94% |
$717 - $845
|
10.5K
$58.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$7.24K - $8.54K
|
1K
$5.55K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5KClosed |
$38.2K - $40.7K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
96+ 0.93% |
$732 - $780
|
10.4K
$57.8K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20KNew |
$153K - $163K
|
20K
$111K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
CALL |
19MNew |
$145M - $155M
|
19M
$106M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.15KNew |
$39.3K - $41.9K
|
5.15K
$28.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
204New |
$1.34K - $1.6K
|
204
$1.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5.8K- 36.71% |
$38.2K - $45.5K
|
10K
$55.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
363New |
$2.39K - $2.85K
|
363
$2.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-241- 1.64% |
$1.59K - $1.89K
|
14.5K
$80.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
233New |
$1.53K - $1.83K
|
233
$1.29K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.8K- 18.51% |
$56.8K - $72.3K
|
38.7K
$215K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
13.4KNew |
$86.4K - $110K
|
13.4K
$74.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
48.2KNew |
$311K - $396K
|
48.2K
$267K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-255Closed |
$1.65K - $2.04K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.67KNew |
$10.8K - $13.4K
|
1.67K
$9.27K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
29KNew |
$188K - $232K
|
29K
$161K
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$64.8K - $80.1K
|
10K
$55.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.17KClosed |
$7.61K - $9.4K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.3KClosed |
$21.4K - $26.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-102K- 48.0% |
$664K - $820K
|
111K
$616K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.96KNew |
$12.7K - $15.7K
|
1.96K
$10.9K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.6KNew |
$170K - $187K
|
22.6K
$126K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-10.5KClosed |
$79.1K - $87.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1KClosed |
$7.51K - $8.27K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.25KNew |
$9.39K - $10.3K
|
1.25K
$6.94K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.6KClosed |
$101K - $113K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-987Closed |
$7.38K - $8.22K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-367Closed |
$2.75K - $3.06K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-19.6KClosed |
$147K - $163K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-22.6KClosed |
$152K - $175K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-77.9KClosed |
$525K - $603K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
CALL |
1.17MNew |
$7.86M - $9.02M
|
1.17M
$6.48M
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17.7KNew |
$119K - $137K
|
17.7K
$98.4K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-30.5KClosed |
$205K - $236K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
12.9KNew |
$86.8K - $99.7K
|
12.9K
$71.6K
|
|