Institutional Ownership Mexico Equity & Income Fund Inc (MXE)
This table provides information about the institutional ownership of Mexico Equity & Income Fund Inc (MXE). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.94 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
623,868
shares
|
$6.58 Million
0.58% of portfolio
|
Q1 2025
Added 28.79%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
439,243
shares
|
$4.63 Million
0.46% of portfolio
|
Q4 2021
Added 1186.71%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
237,827
shares
|
$2.51 Million
1.12% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
132,187
shares
|
$1.39 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
118,600
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2024
Added 7.67%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
101,158
shares
|
$1.07 Million
0.38% of portfolio
|
Q1 2023
Reduced 2.43%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
75,982
shares
|
$801,610
0.27% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
64,391
shares
|
$679,325
0.11% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
28,319
shares
|
$298,765
0.01% of portfolio
|
Q1 2025
Added 60.44%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,412
shares
|
$278,646
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
25,233
shares
|
$266,208
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
23,051
shares
|
$243,188
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,663
shares
|
$154,694
0.0% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
11,920
shares
|
$125,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winmill & Co. Inc
Millbrook, NY |
May 14, 2025 Q1 2025 |
6,000
shares
|
$63,300
0.02% of portfolio
|
Q4 2021
Added 118.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,783
shares
|
$39,910
0.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,488
shares
|
$26,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,213
shares
|
$23,347
0.0% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,168
shares
|
$22,872
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,261
shares
|
$13,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
1,111
shares
|
$11,721
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
100
shares
|
$1,055
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$10
0.0% of portfolio
|
Q2 2024
Reduced 99.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|