Xai Madison Equity Premium IMCN
13F holders, Q4 2024 (December 31)36holders −8
2new positions
11sold out
1famous investor
$6.82avg. 13F price*
At the end of Q4 2024, 36 institutions reported holding Xai Madison Equity Premium I (MCN) in their 13F filings, down 8 from Q3 2024. 2 opened new positions and 11 sold out. The largest holders were Osaic Holdings, Inc. ($5.3M), Atria Wealth Solutions, Inc. ($1.6M) and LPL Financial LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Xai Madison Equity Premium I
- CUSIP
- 557437100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.4M |
| Exits | 11 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 559,291 shares bought and 721,760 shares sold, net −162,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -1.2% | 787,209 | $5.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +715.1% | 242,496 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 239,722 | $1.6M |
| UBS Group AG | 0.00% | Reduce -30.6% | 239,337 | $1.6M |
| Raymond James Financial Inc. | 0.00% | — | 231,778 | $1.6M |
| Morgan Stanley | 0.00% | Reduce -35.1% | 219,583 | $1.5M |
| Shaker Financial Services, LLC | 0.50% | New | 193,217 | $1.3M |
| World Equity Group, Inc. | 0.27% | Add +108.1% | 190,616 | $1.3M |
| Centurion Wealth Management LLC | 0.36% | Add +0.7% | 171,485 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -28.7% | 128,045 | $859K |
| Wells Fargo & Company | 0.00% | Add +2.5% | 110,655 | $742K |
| Consolidated Portfolio Review Corp | 0.10% | Add +4.2% | 89,390 | $600K |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 64,056 | $430K |
| Transcendent Capital Group LLC | 0.21% | Add +100.7% | 4,847 | $413K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.3% | 58,001 | $389K |
| Independent Wealth Network Inc. | 0.14% | Add +13.1% | 50,562 | $339K |
| Private Advisor Group, LLC | 0.00% | Add +5.2% | 48,825 | $328K |
| Comerica Bank | 0.00% | Reduce -4.1% | 46,886 | $315K |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 41,732 | $280K |
| D.A. Davidson & Co. | 0.00% | Add +9.4% | 32,721 | $220K |
| Procyon Advisors, LLC | 0.01% | Reduce -1.6% | 31,414 | $211K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +40.7% | 29,158 | $196K |
| Hilltop Holdings Inc. | 0.01% | Add +5.1% | 24,929 | $167K |
| Invesco Ltd. | 0.00% | Reduce -73.5% | 23,077 | $155K |
| ELCO Management Co., LLC | 0.08% | Reduce -0.9% | 22,023 | $148K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -42.5% | 21,594 | $145K |
| L.M. Kohn & Company | 0.04% | Reduce -4.7% | 21,029 | $141K |
| Citadel Advisors | 0.00% | New | 14,390 | $97K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,914 | $87K |
| Wolverine Asset Management LLC | 0.01% | Add +319.1% | 12,358 | $83K |
| NewEdge Advisors, LLC | 0.00% | No change | 6,666 | $45K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 3,665 | $25K |
| Raleigh Capital Management Inc. | 0.01% | No change | 3,040 | $20K |
| Oarsman Capital, Inc. | 0.00% | No change | 3,000 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 2,550 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,500 | $10K |
"% 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.