Institutional Ownership Mexco Energy Corp (MXC)
This table provides information about the institutional ownership of Mexco Energy Corp (MXC). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 150,768 shares, which have been reported (via 13F filing form) to have a value of $1.27 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
62,095
shares
|
$522,218
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
37,430
shares
|
$314,786
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
20,921
shares
|
$175,945
0.12% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
12,044
shares
|
$101,290
0.03% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,700
shares
|
$98,397
0.0% of portfolio
|
Q3 2024
Added 1169900.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,000
shares
|
$33,640
0.02% of portfolio
|
Q4 2023
Added 300.0%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
845
shares
|
$7,106
0.0% of portfolio
|
Q3 2024
Reduced 60.18%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
791
shares
|
$6,652
0.0% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
502
shares
|
$4,221
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
399
shares
|
$3,355
0.0% of portfolio
|
Q1 2025
Added 214.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
22
shares
|
$185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
10
shares
|
$84
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7
shares
|
$58
0.0% of portfolio
|
Q4 2024
Reduced 56.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2
shares
|
$16
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|