Purchases and Sales Made in Q4 2024 in Mexico Equity & Income Fund Inc (MXE)
This table provides information about the institutional ownership of Mexico Equity & Income Fund Inc (MXE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
129K+ 36.45% |
$1.04M - $1.2M
|
484K
$4.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.8K+ 513.31% |
$119K - $138K
|
17.7K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.9KNew |
$96K - $111K
|
11.9K
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.95K+ 6.37% |
$39.9K - $46.1K
|
82.7K
$696K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.45% |
$22.1K - $25.6K
|
64.5K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.41K+ 159.57% |
$11.3K - $13.1K
|
2.29K
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.01K+ 8.82% |
$8.13K - $9.4K
|
12.5K
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1K+ 82.44% |
$8.05K - $9.31K
|
2.21K
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
915+ 3.59% |
$7.37K - $8.52K
|
26.4K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-25- 2.17% |
$201 - $233
|
1.13K
$9.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-217- 5.78% |
$1.75K - $2.02K
|
3.54K
$29.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-610- 2.58% |
$4.91K - $5.68K
|
23.1K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-853- 5.41% |
$6.87K - $7.94K
|
14.9K
$125K
|