Madison Covered Call & Equity Strategy Fund Institutional Ownership

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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary


Institutional Ownership 27.85%
Total Shares Outstanding (millions) 19
Total Value of Holdings (millions) $44

Active Positions

Holders Shares
Increased Positions 21 741,641
Decreased Positions 13 142,747
Held Positions 5 4,481,997
Total Institutional Shares 39 5,366,385

New and Sold Out Positions


Holders Shares
New Positions 10 219,506
Sold Out Positions 3 13,750

39 Institutional Holders
5,366,385 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
ADVISORS ASSET MANAGEMENT, INC. 12/31/2014 1,674,361 192,419 12.98 13,663
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 12/31/2014 834,416 76,961 10.16 6,809
INVESCO LTD. 12/31/2014 667,968 149,372 28.80 5,451
MORGAN STANLEY 12/31/2014 657,586 69,995 11.91 5,366
WELLS FARGO & COMPANY/MN 12/31/2014 467,372 8,511 1.86 3,814
SHAKER FINANCIAL SERVICES, LLC 12/31/2014 186,891 (18,146) (8.85) 1,525
UBS GROUP AG 12/31/2014 107,243 (3,630) (3.27) 875
OARSMAN CAPITAL, INC. 12/31/2014 99,220 (24,936) (20.08) 810
LPL FINANCIAL LLC 12/31/2014 98,057 (10,347) (9.55) 800
WOLVERINE ASSET MANAGEMENT LLC 12/31/2014 93,083 93,083 New 760
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 12/31/2014 84,150 (2,207) (2.56) 687
PRIVATE ADVISOR GROUP, LLC 12/31/2014 50,827 0 0.00 415
ANCORA ADVISORS, LLC 12/31/2014 36,857 8,857 31.63 301
RAYMOND JAMES & ASSOCIATES 12/31/2014 25,690 (1,000) (3.75) 210
GUGGENHEIM CAPITAL LLC 12/31/2014 24,829 0 0.00 203

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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