Free Trial

Mexico Equity & Income Fund (MXE) Institutional Ownership

→ Dollar Cancelled (From Lear Capital) (Ad)
Free MXE Stock Alerts
$11.14
+0.10 (+0.91%)
(As of 05/6/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Mexico Equity & Income Fund (NYSE:MXE)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$827.25K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$66.32K
Get MXE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Mexico Equity & Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MXE Institutional Buying and Selling by Quarter

Mexico Equity & Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Blue Bell Private Wealth Management LLC58,623$678K0.1%+1.9%0.000%
2/8/2024 Matisse Capital183,212$2.05M1.1%+38.8%0.000%
2/7/2024Shaker Financial Services LLC84,204$968K0.4%-5.1%0.000%
8/7/2023Wolverine Asset Management LLC43,102$433K0.0%-3.4%0.000%
5/9/2023Atlas Wealth LLC37,641$379K0.1%+23.1%0.000%
5/8/2023Shaker Financial Services LLC88,775$894K0.4%+13.0%0.000%
5/8/2023Wolverine Asset Management LLC44,608$449K0.0%+17.4%0.000%
2/14/2023Atlas Wealth LLC30,574$268K0.1%N/A0.000%
2/10/2023City of London Investment Management Co. Ltd.249,193$2.21M0.2%-9.5%13.921%
2/3/2023 Blue Bell Private Wealth Management LLC57,411$504K0.2%-6.6%0.000%
2/3/2023Shaker Financial Services LLC78,542$690K0.3%+4.9%0.000%
2/1/2023Wolverine Asset Management LLC37,982$333K0.0%-10.1%0.000%
1/24/2023 Matisse Capital132,000$1.16M1.0%+16.7%7.374%
1/20/2023 Matisse Capital132,000$1.16M1.2%+16.7%7.374%
11/15/2022Logan Stone Capital LLC31,705$239K0.2%-20.7%0.000%
11/15/2022Clough Capital Partners L P27,100$205K0.0%N/A0.000%
11/10/2022City of London Investment Management Co. Ltd.275,398$2.07M0.2%-20.9%15.385%
11/10/2022Wolverine Asset Management LLC42,228$318K0.0%+3.3%0.000%
11/9/2022Shaker Financial Services LLC74,842$565K0.3%+352.9%0.000%
11/9/2022 Blue Bell Private Wealth Management LLC61,469$464K0.2%+3.4%0.000%
11/8/2022 Matisse Capital113,100$854K1.1%-4.7%6.318%
8/15/2022Bulldog Investors LLP156,083$1.25M0.3%-37.0%8.739%
8/2/2022 Blue Bell Private Wealth Management LLC59,448$477K0.2%+9.2%3.321%
8/1/2022Shaker Financial Services LLC16,525$133K0.1%N/A0.925%
7/28/2022 Matisse Capital118,700$953K0.9%+394.5%6.646%
5/12/2022Yakira Capital Management Inc.15,485$141K0.0%-20.1%0.867%
4/21/2022 Blue Bell Private Wealth Management LLC54,454$497K0.1%-8.2%3.049%
2/24/2022Logan Stone Capital LLC46,161$412K0.4%N/A2.585%
2/14/2022CSS LLC IL439,243$3.92M0.1%+1,186.7%24.594%
2/14/2022Bulldog Investors LLP277,584$2.48M0.7%N/A15.542%
2/9/2022Wolverine Asset Management LLC41,787$372K0.0%+87.8%2.340%
2/9/2022Lazard Asset Management LLC19,136$170K0.0%+100.0%1.071%
2/9/2022Yakira Capital Management Inc.19,388$173K0.0%N/A1.086%
2/4/2022 Matisse Capital23,772$212K0.1%N/A1.331%
2/1/2022Landscape Capital Management L.L.C.15,901$142K0.0%N/A0.890%
1/26/2022 Blue Bell Private Wealth Management LLC59,336$529K0.1%+4,138.3%3.322%
11/15/2021CSS LLC IL34,137$368K0.0%+19.3%1.911%
11/12/2021Wolverine Asset Management LLC22,246$239K0.0%+118.5%1.246%
8/13/2021City of London Investment Management Co. Ltd.78,913$953K0.0%N/A4.418%
8/13/2021Winmill & CO. Inc.2,740$33K0.0%+621.1%0.153%
Urgent Alert: Is the U.S. Implementing a Digital Dollar? (Ad)

Our exclusive guide, "Exploring the Future of the U.S. Dollar in a Digital World," is your essential resource in navigating this uncertain terrain. Inside, you'll find expert insights, strategies, and actionable steps to shield your wealth from the impending digital dollar storm.

Limited time offer! Claim your guide today and stay ahead of the digital dollar revolution.
8/11/2021Susquehanna International Group LLP10,726$129K0.0%-14.9%0.601%
5/17/2021CSS LLC IL28,608$292K0.0%+3.8%1.602%
5/14/2021Lazard Asset Management LLC9,568$97K0.0%+59.8%0.536%
5/13/2021Wolverine Asset Management LLC10,791$110K0.0%-8.4%0.604%
3/26/2021Susquehanna International Group LLP28,025$273K0.0%-7.2%1.569%
2/11/2021Lazard Asset Management LLC5,989$58K0.0%+293.0%0.335%
11/13/2020Morgan Stanley5,648$43K0.0%+315.6%0.316%
11/10/2020RMB Capital Management LLC15,652$121K0.0%N/A0.876%
2/14/2020UBS Group AG2,674$31K0.0%+87.8%0.052%
(Data available from 1/1/2016 forward)

MXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MXE shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Mexico Equity & Income Fund. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($2.21M), Matisse Capital ($2.05M), Bulldog Investors LLP ($1.25M), Shaker Financial Services LLC ($968K), Blue Bell Private Wealth Management LLC ($678K), Wolverine Asset Management LLC ($433K), and Atlas Wealth LLC ($379K).Learn more on MXE's institutional investors.

Which institutional investors have been buying Mexico Equity & Income Fund stock?

The following institutional investors have purchased Mexico Equity & Income Fund stock in the last 24 months: Matisse Capital ($183.71K), Shaker Financial Services LLC ($88.78K), Atlas Wealth LLC ($37.64K), Clough Capital Partners L P ($27.10K), Blue Bell Private Wealth Management LLC ($8.12K), and Wolverine Asset Management LLC ($7.97K).

How much institutional buying is happening at Mexico Equity & Income Fund?

Institutional investors have bought a total of 353,316 shares in the last 24 months. This purchase volume represents approximately $3.06M in transactions.

Which Mexico Equity & Income Fund major shareholders have been selling company stock?

The following institutional investors have sold Mexico Equity & Income Fund stock in the last 24 months: City of London Investment Management Co. Ltd. ($98.97K), Bulldog Investors LLP ($91.76K), Logan Stone Capital LLC ($8.29K), Wolverine Asset Management LLC ($5.75K), Matisse Capital ($5.60K), Shaker Financial Services LLC ($4.57K), and Blue Bell Private Wealth Management LLC ($4.06K).

How much institutional selling is happening at Mexico Equity & Income Fund?

Institutional investors have sold a total of 222,900 shares in the last 24 months. This volume of shares sold represents approximately $1.80M in transactions.


Related Companies:
This page (NYSE:MXE) was last updated on 5/7/2024 by MarketBeat.com Staff

From Our Partners
The #1 lithium battery stock to have on your radar in 2024!
Smallcaps Daily
Is Tesla going out of business?
DTI
AI “wealth window” is closing June 25th
Paradigm Press
The asset beating inflation by 4x
Colonial Metals
Could Your Accounts Be Frozen?
Allegiance Gold
He Is Giving Away Bitcoin
Crypto Swap Profits
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Elon to Transform U.S. Economy?
Porter & Company