Madison Covered Call & Equity Strategy Fund (MCN) Institutional Ownership

$7.06
+0.03 (+0.43%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Madison Covered Call & Equity Strategy Fund (NYSE:MCN)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$7.12M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$139.41M
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MCN Institutional Buying and Selling by Quarter

Madison Covered Call & Equity Strategy Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.495,968$3.63M0.0%+6.5%0.000%
4/11/2024 Independent Wealth Network Inc.42,910$314K0.8%+5.7%0.000%
2/8/2024Financial Advocates Investment Management12,063$91K0.0%N/A0.000%
2/2/2024Truist Financial Corp58,600$441K0.0%-8.0%0.000%
2/2/2024Atria Wealth Solutions Inc.15,872$120K0.0%+38.0%0.000%
1/24/2024 International Assets Investment Management LLC21,837$164K0.0%N/A0.000%
1/18/2024Procyon Advisors LLC39,273$296K0.0%-14.6%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.465,837$3.51M0.0%+204.8%0.000%
11/13/2023Wolverine Asset Management LLC34,381$243K0.0%+1,950.1%0.000%
11/9/2023UBS Group AG406,301$2.87M0.0%+2.1%0.000%
11/8/2023Atria Wealth Solutions Inc.11,500$81K0.0%N/A0.000%
11/6/2023L.M. Kohn & Company16,275$115K0.0%+12.4%0.000%
11/3/2023Private Advisor Group LLC52,425$371K0.0%+5.5%0.000%
11/2/2023Shaker Financial Services LLC48,738$345K0.2%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.152,829$1.08M0.0%+55.5%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.68,248$483K0.0%+3.9%0.000%
10/23/2023Commonwealth Equity Services LLC19,240$136K0.0%+10.6%0.000%
10/12/2023IFP Advisors Inc39,245$277K0.0%+241.3%0.000%
10/11/2023 Independent Wealth Network Inc.39,531$279K0.2%-11.6%0.000%
10/10/2023Procyon Advisors LLC45,973$325K0.0%-5.2%0.000%
8/11/2023Guggenheim Capital LLC144,753$1.07M0.0%-4.1%0.000%
8/10/2023Osaic Holdings Inc.689,464$5.10M0.0%+2.3%0.000%
8/10/2023Private Advisor Group LLC49,686$368K0.0%+7.1%0.000%
8/8/2023Belvedere Trading LLC10,329$76K0.0%N/A0.000%
8/8/2023L.M. Kohn & Company14,475$107K0.0%-9.0%0.000%
8/8/2023Legacy Trust26,670$197K0.1%N/A0.000%
8/4/2023IFP Advisors Inc11,500$86K0.0%N/A0.000%
8/1/2023Truist Financial Corp15,336$113K0.0%N/A0.000%
7/31/2023LPL Financial LLC265,739$1.97M0.0%+17.7%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.98,257$727K0.0%+33.9%0.000%
7/21/2023Centurion Wealth Management LLC191,497$1.42M0.7%-99.0%0.000%
7/17/2023Procyon Advisors LLC48,473$359K0.0%-6.7%0.000%
5/11/2023Guggenheim Capital LLC151,003$1.20M0.0%-2.4%0.000%
5/10/2023Private Advisor Group LLC46,400$369K0.0%N/A0.000%
5/9/2023Spire Wealth Management190,269$1.51M0.1%+558.5%0.000%
4/28/2023Ameritas Advisory Services LLC5,150$41K0.0%N/A0.000%
4/28/2023Janney Montgomery Scott LLC12,555$100K0.0%N/A0.000%
4/27/2023Stratos Wealth Partners LTD.21,060$167K0.0%-24.3%0.000%
4/18/2023 Independent Wealth Network Inc.45,407$361K0.2%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.73,378$583K0.0%+41.8%0.000%
At first glance, this chart looks like nonsense… (Ad)

We can isolate the most bullish dates to buy Netflix each and every year… That’s why one former hedge fund manager calls these dates… “Hotspot Dates”

But if you want the stock with “Hotspot Dates” hitting NEXT WEEK…
4/14/2023Raymond James & Associates26,036$207K0.0%+16.5%0.000%
4/10/2023Procyon Advisors LLC51,973$413K0.1%+2.6%0.000%
2/23/2023Centurion Wealth Management LLC191,404$1.48M0.8%N/A0.000%
2/10/2023Advisor Group Holdings Inc.718,981$5.57M0.0%-21.1%0.000%
2/8/2023UBS Group AG290,137$2.25M0.0%+65.2%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.69,599$539K0.0%+15.8%0.000%
2/7/2023Commonwealth Equity Services LLC11,109$86K0.0%-13.6%0.000%
2/7/2023LPL Financial LLC248,967$1.93M0.0%+20.2%0.000%
2/3/2023Centurion Wealth Management LLC28,895$224K0.3%N/A0.000%
2/3/2023Spire Wealth Management28,895$224K0.0%+16.8%0.000%
1/19/2023Procyon Advisors LLC50,673$393K0.1%+5.2%0.000%
1/18/2023Private Advisor Group LLC48,400$375K0.0%+83.3%0.000%
11/14/2022Guggenheim Capital LLC394,035$2.55M0.0%-27.5%0.000%
11/14/2022ELCO Management Co. LLC21,900$141K0.1%N/A0.000%
11/9/2022Shaker Financial Services LLC15,118$98K0.0%-78.0%0.000%
11/7/2022Spire Wealth Management24,749$160K0.0%-87.4%0.000%
11/3/2022Mutual Advisors LLC38,744$250K0.0%-18.5%0.000%
11/3/2022Sheaff Brock Investment Advisors LLC13,380$86K0.0%N/A0.000%
10/25/2022Raymond James & Associates22,562$146K0.0%+17.5%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.51,439$332K0.0%+26.0%0.000%
10/24/2022Stratos Wealth Partners LTD.26,737$173K0.0%+47.1%0.000%
10/19/2022Mayflower Financial Advisors LLC48,173$311K0.0%N/A0.000%
10/19/2022L.M. Kohn & Company16,868$109K0.1%-8.2%0.000%
10/17/2022Procyon Advisors LLC48,173$311K0.1%+3.9%0.000%
8/11/2022CoreCap Advisors LLC9,230$63K0.0%N/A0.000%
8/8/2022Advisors Asset Management Inc.110,963$752K0.0%-48.0%0.000%
8/5/2022L.M. Kohn & Company18,369$125K0.1%+17.2%0.000%
8/1/2022Shaker Financial Services LLC68,708$466K0.2%N/A0.000%
7/22/2022Spire Wealth Management196,375$1.33M0.1%-50.0%0.000%
7/11/2022Procyon Advisors LLC46,373$314K0.1%+13.7%0.000%
5/25/2022L.M. Kohn & Company15,669$125K0.0%N/A0.000%
5/11/2022Oarsman Capital Inc.11,155$88K0.0%-12.2%0.000%
5/4/2022Advisor Group Holdings Inc.773,114$6.49M0.0%+5.5%0.000%
5/4/2022Commonwealth Equity Services LLC20,303$160K0.0%-63.6%0.000%
4/20/2022BNC Wealth Management LLC10,956$87K0.0%-15.9%0.000%
4/18/2022Procyon Advisors LLC40,773$323K0.1%+5.3%0.000%
4/18/2022Spire Wealth Management392,904$3.11M0.1%-12.8%0.000%
2/14/2022Guggenheim Capital LLC561,936$4.51M0.0%-11.0%0.000%
2/10/2022Oarsman Capital Inc.12,703$102K0.0%-19.5%0.000%
2/8/2022Raymond James & Associates17,107$137K0.0%-12.9%0.000%
2/4/2022Envestnet Asset Management Inc.43,807$351K0.0%-9.3%0.000%
2/3/2022Cambridge Investment Research Advisors Inc.70,150$563K0.0%-12.3%0.000%
2/3/2022Advisor Group Holdings Inc.732,908$5.88M0.0%+24.2%0.000%
1/31/2022Commonwealth Equity Services LLC55,702$446K0.0%+216.8%0.000%
1/28/2022National Asset Management Inc.12,224$99K0.0%+17.9%0.000%
1/19/2022BNC Wealth Management LLC13,034$105K0.0%N/A0.000%
1/18/2022Procyon Private Wealth Partners LLC38,730$311K0.1%+16.2%0.000%
1/14/2022Spire Wealth Management450,721$3.62M0.1%-4.5%0.000%
1/14/2022Stratos Wealth Partners LTD.18,176$146K0.0%+40.1%0.000%
11/16/2021Thrivent Financial for Lutherans13,550$106K0.0%-66.0%0.000%
At first glance, this chart looks like nonsense… (Ad)

We can isolate the most bullish dates to buy Netflix each and every year… That’s why one former hedge fund manager calls these dates… “Hotspot Dates”

But if you want the stock with “Hotspot Dates” hitting NEXT WEEK…
11/15/2021Guggenheim Capital LLC631,169$4.96M0.0%-2.1%0.000%
11/5/2021Advisor Group Holdings Inc.589,921$4.63M0.0%+10.3%0.000%
11/2/2021Raymond James & Associates19,631$154K0.0%+37.6%0.000%
11/2/2021Cambridge Investment Research Advisors Inc.79,986$628K0.0%+11.9%0.000%
10/22/2021Spire Wealth Management471,779$3.70M0.1%+1.2%0.000%
10/21/2021Avantax Advisory Services Inc.13,715$108K0.0%+17.5%0.000%
10/14/2021Private Advisor Group LLC29,100$228K0.0%+47.7%0.000%
10/14/2021Procyon Private Wealth Partners LLC33,330$262K0.1%+16.0%0.000%
9/24/2021Thrivent Financial for Lutherans39,824$322K0.0%-70.5%0.000%
8/19/2021Thrivent Financial for Lutherans39,824$322K0.0%-70.5%0.000%
(Data available from 1/1/2016 forward)

MCN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCN shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Madison Covered Call & Equity Strategy Fund. The most heavily invested institutionals were Advisor Group Holdings Inc. ($5.57M), Osaic Holdings Inc. ($5.10M), Raymond James Financial Services Advisors Inc. ($3.63M), UBS Group AG ($2.87M), LPL Financial LLC ($1.97M), Spire Wealth Management ($1.51M), and Centurion Wealth Management LLC ($1.42M).Learn more on MCN's institutional investors.

Which institutional investors have been buying Madison Covered Call & Equity Strategy Fund stock?

Of the 30 institutional investors that purchased Madison Covered Call & Equity Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($454.82K), Centurion Wealth Management LLC ($220.30K), Spire Wealth Management ($165.52K), UBS Group AG ($122.83K), Shaker Financial Services LLC ($117.45K), LPL Financial LLC ($81.88K), and Private Advisor Group LLC ($74.43K).

How much institutional buying is happening at Madison Covered Call & Equity Strategy Fund?

Institutional investors have bought a total of 1,685,827 shares in the last 24 months. This purchase volume represents approximately $12.64M in transactions.

Which Madison Covered Call & Equity Strategy Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold Madison Covered Call & Equity Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Centurion Wealth Management LLC ($18.84M), Spire Wealth Management ($368.16K), Advisor Group Holdings Inc. ($192.55K), Guggenheim Capital LLC ($159.65K), Advisors Asset Management Inc. ($102.43K), Shaker Financial Services LLC ($53.59K), and Commonwealth Equity Services LLC ($37.14K).

How much institutional selling is happening at Madison Covered Call & Equity Strategy Fund?

Institutional investors have sold a total of 19,791,964 shares in the last 24 months. This volume of shares sold represents approximately $145.72M in transactions.


This page (NYSE:MCN) was last updated on 4/24/2024 by MarketBeat.com Staff

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