Who owns Madison Covered Call Eq Strat?

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Analyze quarterly positions in Madison Covered Call Eq Strat with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Madison Covered Call Eq Strat stock

Who bought or sold Madison Covered Call Eq Strat this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Advisor Group Holdings 804k $6.1M -17% Dec 2023
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Raymond James Financial Services Advisors 466k $3.5M 205% Dec 2023
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UBS Group 390k $2.9M -4% Dec 2023
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Centurion Wealth Management 192k $1.4M 0% Dec 2023
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Spire Wealth Management 192k $1.4M 0% Dec 2023
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Wells Fargo & Company 105k $788k 8% Dec 2023
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Stifel Financial 99k $744k 14% Dec 2023
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Guggenheim Capital, LLC Managers 77k $582k -25% Dec 2023
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IFP Advisors 64k $479k 62% Dec 2023
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Cambridge Investment Research Advisors 63k $475k -8% Dec 2023
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Branch Banking & Trust Company 59k $441k -8% Dec 2023
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Royal Bank of Canada 55k $415k -5% Dec 2023
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Private Advisor 53k $395k 0% Dec 2023
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Independent Wealth Network 43k $314k 6% Mar 2024
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Procyon Private Wealth Partners 39k $296k -15% Dec 2023
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Raymond James Trust 28k $210k 13% Dec 2023
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Hilltop Holdings 27k $203k -3% Dec 2023
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Raymond James & Associates 26k $195k 1% Dec 2023
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ELCO Management 23k $175k 0% Dec 2023
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Stratos Wealth Partners 20k $154k 1% Dec 2023
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Commonwealth Equity Services 20k $147k 1% Dec 2023
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L.m. Kohn & Company 17k $129k 5% Dec 2023
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Atria Wealth Solutions 16k $120k 38% Dec 2023
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Landscape Capital Management 15k $115k 100% Dec 2023
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Financial Advocates Investment Management 12k $91k 100% Dec 2023
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Janney Montgomery Scott 12k $90k 0% Dec 2023
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Virtu Financial 11k $81k 100% Dec 2023
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Putnam Fl Investment Management 11k $79k -2% Dec 2023
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Bnc Wealth Management 11k $79k 0% Dec 2023
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Stonebridge Capital Advisors 10k $75k 0% Dec 2023
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Baldwin Brothers 5.0k $37k 0% Mar 2024
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Parallel Advisors 2.5k $19k 21% Dec 2023
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Transcendent Capital Group 2.4k $18k 100% Dec 2023
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Bank of America Corporation 853.00 $6.4k 0% Dec 2023
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Who sold out of Madison Covered Call Eq Strat?

Fund or Company Name Date Sold Shares Held Valued At
Shaker Financial Services Sep 2023 49k $345k
Wolverine Asset Management Sep 2023 34k $243k
Legacy Trust Sep 2023 27k $189k
Key FInancial Sep 2023 1.3k $8.8k