Purchases and Sales Made in Q4 2023 in Mexican Economic Development Inc (FMX)
This table provides information about the institutional ownership of Mexican Economic Development Inc (FMX) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 3.29% |
$803 - $1.06K
|
251
$21.2K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$502 - $663
|
5
$422
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5New |
$502 - $663
|
5
$422
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5+ 0.24% |
$502 - $663
|
2.05K
$173K
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$201 - $265
|
2
$169
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 33.33% |
$100 - $133
|
4
$338
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.03% |
$100 - $133
|
3.12K
$263K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 20.0% |
$201 - $265
|
8
$676
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 25.0% |
$201 - $265
|
6
$507
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3- 0.11% |
$301 - $398
|
2.66K
$225K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 28.57% |
$1.41K - $1.86K
|
35
$2.96K
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-34- 1.35% |
$3.41K - $4.51K
|
2.48K
$209K
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-42- 1.93% |
$4.22K - $5.57K
|
2.13K
$180K
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-45- 1.08% |
$4.52K - $5.97K
|
4.11K
$347K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-46- 11.36% |
$4.62K - $6.1K
|
359
$30.3K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52- 14.17% |
$5.22K - $6.89K
|
315
$26.6K
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-62- 3.11% |
$6.23K - $8.22K
|
1.93K
$163K
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-65- 1.36% |
$6.53K - $8.62K
|
4.73K
$399K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-66- 5.74% |
$6.63K - $8.75K
|
1.08K
$91.5K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-75- 2.88% |
$7.53K - $9.94K
|
2.53K
$213K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-77- 2.06% |
$7.73K - $10.2K
|
3.66K
$309K
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-80- 4.0% |
$8.03K - $10.6K
|
1.92K
$162K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-95- 7.74% |
$9.54K - $12.6K
|
1.13K
$95.7K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-97- 2.66% |
$9.74K - $12.9K
|
3.54K
$299K
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-100- 0.2% |
$10K - $13.3K
|
49.7K
$4.2M
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-106- 39.85% |
$10.6K - $14.1K
|
160
$13.5K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-115- 3.54% |
$11.5K - $15.2K
|
3.14K
$265K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-120- 21.86% |
$12.1K - $15.9K
|
429
$36.2K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-126- 73.26% |
$12.7K - $16.7K
|
46
$3.89K
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-143- 0.45% |
$14.4K - $19K
|
31.7K
$2.67M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-168- 21.99% |
$16.9K - $22.3K
|
596
$50.3K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-173- 5.26% |
$17.4K - $22.9K
|
3.12K
$263K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-209- 6.46% |
$21K - $27.7K
|
3.03K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-237- 5.47% |
$23.8K - $31.4K
|
4.1K
$346K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-238- 9.54% |
$23.9K - $31.6K
|
2.26K
$191K
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-247- 1.03% |
$24.8K - $32.7K
|
23.7K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-250- 2.0% |
$25.1K - $33.1K
|
12.3K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-263- 1.22% |
$26.4K - $34.9K
|
21.4K
$1.8M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-264- 4.36% |
$26.5K - $35K
|
5.8K
$489K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-276- 83.64% |
$27.7K - $36.6K
|
54
$4.56K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-292- 69.69% |
$29.3K - $38.7K
|
127
$10.7K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-292- 69.69% |
$29.3K - $38.7K
|
127
$10.7K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-304- 8.72% |
$30.5K - $40.3K
|
3.18K
$269K
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-337- 0.77% |
$33.8K - $44.7K
|
43.7K
$3.69M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-352- 6.48% |
$35.3K - $46.7K
|
5.08K
$429K
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-367- 6.46% |
$36.9K - $48.7K
|
5.31K
$449K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-431- 12.61% |
$43.3K - $57.1K
|
2.99K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-527- 6.42% |
$52.9K - $69.9K
|
7.68K
$648K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-600- 6.33% |
$60.3K - $79.5K
|
8.88K
$750K
|