Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
232KNew |
$1.52M - $1.65M
|
232K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
213K+ 715.09% |
$1.4M - $1.51M
|
242K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
193KNew |
$1.27M - $1.37M
|
193K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
99K+ 108.14% |
$650K - $704K
|
191K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.4KNew |
$94.4K - $102K
|
14.4K
$91.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.41K+ 319.06% |
$61.7K - $66.9K
|
12.4K
$78.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.44K+ 40.74% |
$55.4K - $60K
|
29.2K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.86K+ 13.12% |
$38.5K - $41.7K
|
50.6K
$320K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3.67KNew |
$24K - $26.1K
|
3.67K
$23.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.58K+ 4.17% |
$23.5K - $25.4K
|
89.4K
$566K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.82K+ 9.42% |
$18.5K - $20K
|
32.7K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.66K+ 2.47% |
$17.5K - $18.9K
|
111K
$700K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.43K+ 100.7% |
$16K - $17.3K
|
4.85K
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.4K+ 5.18% |
$15.8K - $17.1K
|
48.8K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 5.06% |
$7.87K - $8.53K
|
24.9K
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.1K+ 0.65% |
$7.21K - $7.81K
|
171K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-200- 0.9% |
$1.31K - $1.42K
|
22K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-263- 0.63% |
$1.73K - $1.87K
|
41.7K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 1.57% |
$3.28K - $3.56K
|
31.4K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.03K- 4.67% |
$6.76K - $7.32K
|
21K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.33K- 2.04% |
$8.74K - $9.48K
|
64.1K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2K- 4.09% |
$13.1K - $14.2K
|
46.9K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.26K- 5.32% |
$21.4K - $23.2K
|
58K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 4.13% |
$67.7K - $73.4K
|
240K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.9K- 1.49% |
$77.9K - $84.4K
|
785K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.9K- 42.45% |
$104K - $113K
|
21.6K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51.6K- 28.71% |
$338K - $367K
|
128K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-64.1K- 73.52% |
$420K - $456K
|
23.1K
$146K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-85.3KClosed |
$560K - $606K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-105K- 30.57% |
$691K - $749K
|
239K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 35.15% |
$781K - $846K
|
220K
$1.39M
|