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 23 institutions that hold shares in the stock, with a total of 1.59 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Css LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
439,243
shares
|
$4.08 Million
0.42% of portfolio
|
Q4 2021
Added 1186.71%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Aug 09, 2024 Q2 2024 |
274,855
shares
|
$2.55 Million
0.23% of portfolio
|
Q1 2023
Added 10.3%
|
|
|
Matisse Capital
|
Jul 30, 2024 Q2 2024 |
236,000
shares
|
$2.19 Million
1.13% of portfolio
|
Q2 2024
Added 28.81%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
118,600
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2024
Added 7.67%
|
|
|
Ionic Capital Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
102,336
shares
|
$949,678
0.19% of portfolio
|
Q1 2024
Reduced 15.35%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 09, 2024 Q2 2024 |
101,158
shares
|
$938,746
0.46% of portfolio
|
Q1 2023
Reduced 2.43%
|
|
|
Shaker Financial Services, LLC
|
Aug 02, 2024 Q2 2024 |
84,204
shares
|
$781,413
0.33% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
58,623
shares
|
$544,021
0.12% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Jul 31, 2024 Q2 2024 |
48,141
shares
|
$446,748
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,497
shares
|
$236,612
0.0% of portfolio
|
Q3 2023
Reduced 4.81%
|
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
25,233
shares
|
$234,162
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
23,659
shares
|
$219,555
0.0% of portfolio
|
Q1 2024
Added 154.25%
|
|
|
Wolverine Asset Management LLC
|
Aug 01, 2024 Q2 2024 |
20,620
shares
|
$191,353
0.0% of portfolio
|
Q2 2024
Added 117.72%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
12,783
shares
|
$118,626
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Aug 13, 2024 Q2 2024 |
6,000
shares
|
$55,679
0.02% of portfolio
|
Q4 2021
Added 118.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,754
shares
|
$34,837
0.0% of portfolio
|
Q2 2024
Added 492.11%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,861
shares
|
$17,270
0.0% of portfolio
|
Q2 2024
Added 110.76%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
1,213
shares
|
$11,256
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2024 Q2 2024 |
1,150
shares
|
$10,672
0.0% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
100
shares
|
$927
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2024
Reduced 99.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|