Purchases and Sales Made in Q1 2023 in Mexico Equity & Income Fund Inc (MXE)
This table provides information about the institutional ownership of Mexico Equity & Income Fund Inc (MXE) during Q1 2023. The information is specifically focused on institutions that hold shares of MEXICO EQUITY & INCOME FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
25.7K+ 10.3% |
$226K - $264K
|
275K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
11.2K+ 10.21% |
$98.7K - $115K
|
121K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
10.2K+ 13.03% |
$90.2K - $105K
|
88.8K
$787K
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.07K+ 23.11% |
$62.3K - $72.6K
|
37.6K
$334K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.63K+ 17.45% |
$58.4K - $68K
|
44.6K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.67K+ 49.41% |
$49.9K - $58.2K
|
17.1K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 8.28% |
$22.9K - $26.7K
|
34K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.21KNew |
$10.7K - $12.5K
|
1.21K
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
588+ 2.24% |
$5.18K - $6.04K
|
26.8K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
78+ 8.83% |
$687 - $801
|
961
$8.52K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101Closed |
$890 - $1.04K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-599- 99.34% |
$5.28K - $6.15K
|
4
$35.5
|
|
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-2.52K- 2.43% |
$22.2K - $25.9K
|
101K
$897K
|