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 1.99 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Of London Investment Management CO LTD
London, X0 |
Aug 08, 2025 Q2 2025 |
828,023
shares
|
$9.48 Million
0.81% of portfolio
|
Q2 2025
Added 32.72%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
439,243
shares
|
$5.03 Million
0.47% of portfolio
|
Q4 2021
Added 1186.71%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
237,827
shares
|
$2.72 Million
1.21% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
118,600
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2024
Added 7.67%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
101,158
shares
|
$1.16 Million
0.4% of portfolio
|
Q1 2023
Reduced 2.43%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
75,982
shares
|
$869,993
0.3% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
64,391
shares
|
$737,276
0.12% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,412
shares
|
$302,417
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
25,233
shares
|
$288,917
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
20,184
shares
|
$231,106
0.0% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
11,920
shares
|
$136,484
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,555
shares
|
$132,304
0.0% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
10,495
shares
|
$120,167
0.0% of portfolio
|
Q2 2025
Reduced 62.94%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Aug 01, 2025 Q2 2025 |
6,000
shares
|
$68,700
0.02% of portfolio
|
Q4 2021
Added 118.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,488
shares
|
$28,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,248
shares
|
$25,739
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,213
shares
|
$25,338
0.0% of portfolio
|
Q4 2024
Added 82.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$22,900
0.0% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,261
shares
|
$14,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
1,123
shares
|
$12,858
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
226
shares
|
$2,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
100
shares
|
$1,145
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2024
Reduced 99.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|