Purchases and Sales Made in Q1 2024 in Mexican Economic Development Inc (FMX)
This table provides information about the institutional ownership of Mexican Economic Development Inc (FMX) during Q1 2024. The information is specifically focused on institutions that hold shares of MEXICAN ECONOMIC DEVELOPMENT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 2.73% |
$1.07K - $1.28K
|
339
$27.9K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 200.0% |
$474 - $569
|
6
$494
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.52% |
$355 - $426
|
201
$16.5K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.05% |
$237 - $284
|
4.27K
$351K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 50.0% |
$237 - $284
|
6
$494
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 33.33% |
$474 - $569
|
8
$658
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.24% |
$592 - $711
|
2.05K
$168K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 0.97% |
$1.3K - $1.56K
|
1.12K
$92.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-12- 0.63% |
$1.42K - $1.71K
|
1.91K
$157K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-13- 0.21% |
$1.54K - $1.85K
|
6.12K
$503K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-29- 53.7% |
$3.43K - $4.12K
|
25
$2.06K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-30- 18.75% |
$3.55K - $4.26K
|
130
$10.7K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 1.15% |
$4.26K - $5.12K
|
3.08K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-37- 1.73% |
$4.38K - $5.26K
|
2.1K
$172K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 12.38% |
$4.62K - $5.54K
|
276
$22.7K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-47- 1.55% |
$5.57K - $6.68K
|
2.98K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-54- 45.38% |
$6.39K - $7.68K
|
65
$5.35K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-67- 3.46% |
$7.93K - $9.52K
|
1.87K
$154K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-73- 3.61% |
$8.64K - $10.4K
|
1.95K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-77- 3.41% |
$9.12K - $10.9K
|
2.18K
$179K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-83- 1.86% |
$9.83K - $11.8K
|
4.38K
$360K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-91- 2.87% |
$10.8K - $12.9K
|
3.08K
$253K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-95- 4.73% |
$11.2K - $13.5K
|
1.92K
$158K
|
|
|
May 08, 2024
Q1 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-115- 1.41% |
$13.6K - $16.3K
|
8.04K
$661K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-129- 17.67% |
$15.3K - $18.3K
|
601
$49.4K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-142- 3.7% |
$16.8K - $20.2K
|
3.69K
$304K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-155- 5.19% |
$18.4K - $22K
|
2.83K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-162- 2.71% |
$19.2K - $23K
|
5.81K
$478K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-164- 36.12% |
$19.4K - $23.3K
|
290
$23.9K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-222- 2.82% |
$26.3K - $31.6K
|
7.66K
$630K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-222- 7.78% |
$26.3K - $31.6K
|
2.63K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-230- 3.93% |
$27.2K - $32.7K
|
5.63K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-232- 11.5% |
$27.5K - $33K
|
1.79K
$147K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-260- 33.12% |
$30.8K - $37K
|
525
$43.2K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-292- 7.99% |
$34.6K - $41.5K
|
3.36K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-304- 9.76% |
$36K - $43.2K
|
2.81K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-328- 5.83% |
$38.8K - $46.6K
|
5.29K
$435K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-333- 55.87% |
$39.4K - $47.3K
|
263
$21.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-349- 32.23% |
$41.3K - $49.6K
|
734
$60.4K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-356- 55.63% |
$42.2K - $50.6K
|
284
$23.4K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-378- 15.25% |
$44.8K - $53.7K
|
2.1K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-403- 1.89% |
$47.7K - $57.3K
|
21K
$1.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-408- 0.93% |
$48.3K - $58K
|
43.3K
$3.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-439- 1.24% |
$52K - $62.4K
|
35.1K
$2.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-441- 5.44% |
$52.2K - $62.7K
|
7.67K
$631K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-511- 8.49% |
$60.5K - $72.6K
|
5.51K
$453K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-520- 0.92% |
$61.6K - $73.9K
|
55.7K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-577- 7.9% |
$68.3K - $82K
|
6.73K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-592- 26.85% |
$70.1K - $84.2K
|
1.61K
$133K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-697- 3.32% |
$82.5K - $99.1K
|
20.3K
$1.67M
|