Madison Strtg Sector Prem FD

Q2 2018 vs Q3 2018

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Karpus Management, Inc.

DECREASED

Shares1,652,088 from 1,654,504

Change-2,416 (0%)

Value$19.6K (+$244)

Filed 2018-11-14

Royal Bank of Canada

DECREASED

Shares139,098 from 140,644

Change-1,546 (-1%)

Value$1.7K (-$3)

Filed 2018-11-14

Brinker Capital Inc

DECREASED

Shares134,246 from 184,013

Change-49,767 (-27%)

Value$1.6K (-$572)

Filed 2018-11-13

DECREASED

Shares78,882 from 93,813

Change-14,931 (-16%)

Value$937 (-$168)

Filed 2019-04-23

Shaker Financial Services, LLC

NEW

Shares61,545

Change+61,545

Value$732

Filed 2018-11-09

Wells Fargo & Company

DECREASED

Shares34,389 from 38,675

Change-4,286 (-11%)

Value$409 (-$47)

Filed 2018-11-02

PNC Financial Services Group, Inc.

UNCHANGED

Shares25,780 from 25,780

Change0 (0%)

Value$307 (+$4)

Filed 2018-11-09

Dakota Wealth Management

NEW

Shares23,305

Change+23,305

Value$277

Filed 2018-11-07

INCREASED

Shares17,503 from 16,922

Change+581 (+3%)

Value$208 (+$9)

Filed 2018-11-14

INCREASED

Shares16,646 from 16,378

Change+268 (+2%)

Value$198 (+$5)

Filed 2018-11-13

LPL Financial LLC

INCREASED

Shares15,385 from 10,988

Change+4,397 (+40%)

Value$183 (+$54)

Filed 2018-11-14

Pinkerton Wealth, LLC

UNCHANGED

Shares14,332 from 14,332

Change0 (0%)

Value$170 (+$1)

Filed 2018-11-13

Ameriprise Financial Inc

DECREASED

Shares12,462 from 12,503

Change-41 (0%)

Value$148 (+$1)

Filed 2018-11-14

Commonwealth Equity Services, LLC

INCREASED

Shares11,937 from 11,749

Change+188 (+2%)

Value$141 (+$3)

Filed 2018-11-06

Bank of America Corp

INCREASED

Shares5,023 from 4,859

Change+164 (+3%)

Value$60 (+$3)

Filed 2018-11-14

Ancora Advisors LLCA

NEW

Shares2,380

Change+2,380

Value$28

Filed 2018-11-13

Proequities, Inc.

NEW

Shares0

Change0

Value$0

Filed 2018-11-13

Icon Advisers Inc

CLOSED

Shares0 from 85,522

Change-85,522 (-100%)

Value$0 (-$1.0K)

Filed 2018-11-05

Susquehanna International Group, LLP

CLOSED

Shares0 from 11,674

Change-11,674 (-100%)

Value$0 (-$138)

Filed 2018-11-14

	Status
Karpus Management, Inc.	DECREASED	1,652,088	1,654,504	-2,416	0%	$19.4K	$19.6K	+$244	2018-11-14
Royal Bank of Canada	DECREASED	139,098	140,644	-1,546	-1%	$1.7K	$1.7K	-$3	2018-11-14
Brinker Capital Inc	DECREASED	134,246	184,013	-49,767	-27%	$2.2K	$1.6K	-$572	2018-11-13
Morgan Stanley	DECREASED	78,882	93,813	-14,931	-16%	$1.1K	$937	-$168	2019-04-23
Shaker Financial Services, LLC	NEW	61,545	—	+61,545	—	—	$732	—	2018-11-09
Wells Fargo & Company	DECREASED	34,389	38,675	-4,286	-11%	$456	$409	-$47	2018-11-02
PNC Financial Services Group, Inc.	UNCHANGED	25,780	25,780	0	0%	$303	$307	+$4	2018-11-09
Dakota Wealth Management	NEW	23,305	—	+23,305	—	—	$277	—	2018-11-07
UBS Group AG	INCREASED	17,503	16,922	+581	+3%	$199	$208	+$9	2018-11-14
Citigroup Inc	INCREASED	16,646	16,378	+268	+2%	$193	$198	+$5	2018-11-13
LPL Financial LLC	INCREASED	15,385	10,988	+4,397	+40%	$129	$183	+$54	2018-11-14
Pinkerton Wealth, LLC	UNCHANGED	14,332	14,332	0	0%	$169	$170	+$1	2018-11-13
Ameriprise Financial Inc	DECREASED	12,462	12,503	-41	0%	$147	$148	+$1	2018-11-14
Commonwealth Equity Services, LLC	INCREASED	11,937	11,749	+188	+2%	$138	$141	+$3	2018-11-06
Bank of America Corp	INCREASED	5,023	4,859	+164	+3%	$57	$60	+$3	2018-11-14
Ancora Advisors LLCA	NEW	2,380	—	+2,380	—	—	$28	—	2018-11-13
Proequities, Inc.	NEW	0	—	0	—	—	$0	—	2018-11-13
Icon Advisers Inc	CLOSED	0	85,522	-85,522	-100%	$1.0K	$0	-$1.0K	2018-11-05
Susquehanna International Group, LLP	CLOSED	0	11,674	-11,674	-100%	$138	$0	-$138	2018-11-14

Showing 19 of 19 institutions