Institutional Ownership Madison Covered Call & Equity Strategy Fund (MCN)
This table provides information about the institutional ownership of Madison Covered Call & Equity Strategy Fund (MCN). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 3.8 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
796,492
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
344,737
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
338,592
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
334,706
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
250,042
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
242,496
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Added 715.09%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
179,616
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
170,386
shares
|
$1.12 Million
0.39% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
107,992
shares
|
$707,347
0.0% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
91,581
shares
|
$599,855
0.24% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
89,390
shares
|
$585,504
0.09% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
87,158
shares
|
$570,884
0.0% of portfolio
|
Q3 2024
Reduced 60.92%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
85,301
shares
|
$558,721
0.03% of portfolio
|
Q2 2024
Added 19.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
65,389
shares
|
$428,297
0.0% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,263
shares
|
$401,272
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
50,562
shares
|
$331,181
0.14% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
48,886
shares
|
$320,203
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
48,825
shares
|
$319,803
0.0% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
41,995
shares
|
$275,067
0.0% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
37,523
shares
|
$245,775
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,320
shares
|
$237,896
0.0% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
32,721
shares
|
$214,322
0.0% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
31,414
shares
|
$205,761
0.01% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
29,158
shares
|
$190,984
0.0% of portfolio
|
Q4 2024
Added 40.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,017
shares
|
$176,961
0.0% of portfolio
|
Q3 2024
New holding
|