XAI Madison Equity Premium Income Fund
XAI Madison Equity Premium Income Fund (MCN) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · MCN · as of Dec 31, 2021
Ownership Breakdown
40
Institutional Holders
▼ 1 vs Q3
$33.98M
Total Inst. Value
▲ $655,255 vs Q3
21.12M
Shares Outstanding
freeFloat 99.99%
4.24M
13F Shares Held
▼ 8,765 vs Q3
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
MCN largest shareholders · institutional ownership
Q4 2021 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MORGAN STANLEY | 965.9K | 4.60% | 4.60% | $7.75B | Feb 14, 2022 | ▼ 20.7K |
ADVISOR GROUP HOLDINGS, INC. | 732.9K | 3.49% | 3.49% | $5.88B | Feb 3, 2022 | ▲ 143.0K |
GUGGENHEIM CAPITAL LLC | 561.9K | 2.68% | 2.68% | $4.51B | Feb 14, 2022 | ▼ 69.2K |
SPIRE WEALTH MANAGEMENT | 450.7K | 2.15% | 2.15% | $3.62B | Jan 14, 2022 | ▼ 21.1K |
ADVISORS ASSET MANAGEMENT, INC. | 251.3K | 1.20% | 1.20% | $2.02B | Feb 15, 2022 | ▼ 30.5K |
INVESCO LTD. | 184.0K | 87.69% | 87.69% | $1.48B | Feb 14, 2022 | ▲ 7.3K |
LPL FINANCIAL LLC | 175.8K | 83.80% | 83.80% | $1.41B | Feb 14, 2022 | ▼ 90 |
UBS GROUP AG | 127.9K | 60.96% | 60.96% | $1.03B | Feb 14, 2022 | ▲ 12.0K |
WELLS FARGO & COMPANY/MN | 111.3K | 53.02% | 53.02% | $893.00M | Feb 14, 2022 | ▼ 7.7K |
BANK OF AMERICA CORP /DE/ | 91.8K | 43.76% | 43.76% | $736.00M | Feb 8, 2022 | ▲ 4.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q4 2021 vs prior quarter
Q4 2021
8
Increased
+179.6K shares5
New Positions
first time holders13
Decreased
−170.3K shares5
Sold Out
fully exitedNet shares change (top 50)
+9.3K
+179.6K / −170.3K
Net new holders
-5
5 new / 5 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
MCN insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Spence John Yogi Adviser Personnel | Dec 19, 2024 | Purchase | 500 | $6.60 | $3.3K | 2.5K | Form 4 ↗ |
Spence John Yogi Adviser Personnel | Dec 19, 2024 | Purchase | 2,000 | $6.63 | $13.3K | 2.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
XAI Madison Equity Premium Income Fund (MCN) is primarily owned by institutional investors, who hold approximately 20.1% of total shares outstanding. Company insiders own approximately 0.01%, while retail and public investors account for the remaining 79.93%.
The largest institutional shareholder of XAI Madison Equity Premium Income Fund is MORGAN STANLEY, holding approximately 965,936 shares — equal to 4.60% of outstanding shares — as of December 31, 2021.
A total of 40 institutional investors currently hold MCN stock, with a combined institutional value of approximately $33,979,030 as of the most recent 13F filing period.
Frequently asked questions
MCN ownershipXAI Madison Equity Premium Income Fund (MCN) is primarily owned by institutional investors, who hold approximately 20.1% of shares. The largest shareholder is MORGAN STANLEY with a 4.60% stake. Company insiders hold 0.01%. Data sourced from SEC Form 13F as of December 31, 2021.