XAI Madison Equity Premium Income Fund. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 810.37 K | $5.10 M | -3.13% | 3.84% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 534.84 K | $3.33 M | 17.42% | 2.53% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 446.31 K | $2.75 M | 6.40% | 2.11% |
| INVESCO LTD. | 11/13/2025 | 265.32 K | $1.64 M | 27.10% | 1.26% |
| MORGAN STANLEY | 11/14/2025 | 227.91 K | $1.41 M | 1.28% | 1.08% |
| LPL FINANCIAL LLC | 11/12/2025 | 216.19 K | $1.33 M | -12.23% | 1.02% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 10/20/2025 | 195.16 K | $1.20 M | -4.03% | 0.92% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 193.82 K | $1.20 M | 4.26% | 0.92% |
| CENTURION WEALTH MANAGEMENT LLC | 10/09/2025 | 129.70 K | $800.24 K | -25.30% | 0.61% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 106.27 K | $655.67 K | 2,048.98% | 0.50% |
| WORLD EQUITY GROUP, INC. | 10/24/2025 | 104.17 K | $642.74 K | 4.95% | 0.49% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 93.60 K | $577.51 K | -22.52% | 0.44% |
| CALAMOS ADVISORS LLC | 10/20/2025 | 92.17 K | $568.71 K | 21.74% | 0.44% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 77.13 K | $475.89 K | -16.58% | 0.37% |
| QUARRY LP | 11/14/2025 | 70.14 K | $432.76 K | 0.00% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 60.43 K | $373.00 K | 3.50% | 0.29% |
| INDEPENDENT WEALTH NETWORK INC. | 10/15/2025 | 59.13 K | $364.84 K | 6.33% | 0.28% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 55.18 K | $340.46 K | -3.46% | 0.26% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 52.36 K | $323.06 K | 15.00% | 0.25% |
| ROYAL BANK OF CANADA | 11/14/2025 | 52.29 K | $323.00 K | -0.54% | 0.25% |
| PROCYON ADVISORS, LLC | 10/28/2025 | 48.54 K | $299.52 K | 1.39% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 47.96 K | $295.89 K | 0.10% | 0.23% |
| COMERICA BANK | 11/14/2025 | 45.39 K | $280.03 K | 0.00% | 0.21% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 29.84 K | $184.14 K | -51.60% | 0.14% |
| HILLTOP HOLDINGS INC. | 11/14/2025 | 27.43 K | $169.24 K | -3.52% | 0.13% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 11/14/2025 | 26.49 K | $163.45 K | -9.20% | 0.13% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 25.57 K | $157.75 K | 100.00% | 0.12% |
| UBS GROUP AG | 11/13/2025 | 22.72 K | $140.21 K | -8.22% | 0.11% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 20.26 K | $126.19 K | 0.00% | 0.10% |
| ELCO MANAGEMENT CO., LLC | 11/05/2025 | 16.82 K | $103.80 K | -10.63% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 14.64 K | $90.00 K | 36.88% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 14.11 K | $87.06 K | 100.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 14.02 K | $86.50 K | -0.57% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 12.91 K | $80.00 K | 0.00% | 0.06% |
| TACTIVE ADVISORS, LLC | 10/14/2025 | 11.52 K | $71.07 K | 100.00% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 10.53 K | $64.96 K | -43.48% | 0.05% |
| INVESTMARK ADVISORY GROUP LLC | 10/23/2025 | 10.46 K | $64.51 K | 1.96% | 0.05% |
| MARINER, LLC | 11/14/2025 | 10.38 K | $64.05 K | -0.57% | 0.05% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 6.67 K | $41.13 K | 0.00% | 0.03% |
| CITIGROUP INC | 11/10/2025 | 4.83 K | $29.77 K | 100.00% | 0.02% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 4.35 K | $26.84 K | 0.00% | 0.02% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 2.90 K | $18.13 K | 0.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 12/15/2025 | 1.60 K | $9.00 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 1.50 K | $9.26 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 500 | $3.09 K | 100.00% | 0.00% |
| FOURTH DIMENSION WEALTH, LLC | 11/04/2025 | 400 | $2.47 K | -89.09% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 141 | $870 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 0 | $0 | -100.00% | 0.00% |
| L.M. KOHN & COMPANY | 11/04/2025 | 0 | $0 | -100.00% | 0.00% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
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XAI Madison Equity Premium Income Fund. institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of XAI Madison Equity Premium Income Fund.. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 194,784
Centurion Wealth Management LLC: 86,396
Procyon Advisors, LLC: 49,421
BENJAMIN EDWARDS INC: 26,995
Tactive Advisors, LLC: 12,095
Stratos Wealth Partners, LTD.: 10,831
20.24% of XAI Madison Equity Premium Income Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 3.55 M shares in the last 24 months. This purchase volume represents approximately $21.65 M in transactions.