Xai Madison Equity Premium IMCN
13F holders, Q1 2024 (March 31)41holders
1famous investor
$7.31avg. 13F price*
At the end of Q1 2024, 41 institutions reported holding Xai Madison Equity Premium I (MCN) in their 13F filings. The largest holders were Osaic Holdings, Inc. ($5.8M), Morgan Stanley ($4.0M) and Raymond James Financial Services Advisors, Inc. ($3.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Xai Madison Equity Premium I
- Filed as
- MADISON COVERED CALL & EQUIT (Q1 2024)
- CUSIP
- 557437100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $369K |
| Exits | 5 | $795K |
Ownership 41 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -0.7% | 798,702 | $5.8M |
| Morgan Stanley | 0.00% | Reduce -16.4% | 553,401 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.5% | 495,968 | $3.6M |
| UBS Group AG | 0.00% | Add +2.4% | 398,751 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -20.0% | 238,004 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -15.6% | 220,274 | $1.6M |
| Centurion Wealth Management LLC | 0.56% | Add +0.4% | 192,957 | $1.4M |
| Spire Wealth Management | 0.03% | Add +0.4% | 192,957 | $1.4M |
| NWF Advisory Services Inc. | 0.23% | Reduce -1.1% | 185,200 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +57.9% | 122,124 | $893K |
| Wells Fargo & Company | 0.00% | Add +0.6% | 105,238 | $769K |
| World Equity Group, Inc. | 0.13% | Add +5.1% | 88,991 | $651K |
| Stifel Financial Corp. | 0.00% | Reduce -26.5% | 72,681 | $531K |
| IFP Advisors, Inc | 0.02% | Add +12.5% | 71,548 | $523K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 61,748 | $451K |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 54,856 | $401K |
| Comerica Bank | 0.00% | No change | 48,973 | $358K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.1% | 47,148 | $345K |
| Independent Wealth Network Inc. | 0.15% | Add +5.7% | 42,910 | $314K |
| Procyon Advisors, LLC | 0.02% | Reduce -9.0% | 35,744 | $261K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +92.8% | 30,601 | $224K |
| Raymond James Trust N.A. | 0.00% | No change | 27,923 | $204K |
| Raymond James & Associates | 0.00% | Add +6.3% | 27,564 | $201K |
| Janney Montgomery Scott LLC | 0.00% | Add +130.6% | 27,470 | $201K |
| Hilltop Holdings Inc. | 0.02% | Reduce -0.7% | 26,722 | $195K |
| ELCO Management Co., LLC | 0.10% | No change | 23,223 | $170K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 20,723 | $151K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.5% | 20,487 | $150K |
| L.M. Kohn & Company | 0.03% | Reduce -0.7% | 17,009 | $124K |
| Citadel Advisors | 0.00% | New | 15,313 | $112K |
| Susquehanna International Group, LLP | 0.00% | New | 15,259 | $112K |
| Jane Street Group, LLC | 0.00% | New | 14,921 | $109K |
| Financial Advocates Investment Management | 0.01% | No change | 12,063 | $88K |
| Stonebridge Capital Advisors LLC | 0.01% | No change | 10,000 | $73K |
| NewEdge Advisors, LLC | 0.00% | No change | 6,666 | $49K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 5,000 | $37K |
| CoreCap Advisors, LLC | 0.00% | New | 4,800 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +1.8% | 2,549 | $19K |
| Transcendent Capital Group LLC | 0.01% | Add +0.5% | 2,393 | $17K |
| Bank of America Corp. | 0.00% | No change | 853 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 135 | $987 |
"% of holder's portfolio" is MCN's weight in each manager's 13F, not the share of Xai Madison Equity Premium I the manager owns.