Free Trial

Mexico Equity & Income Fund (MXE) Institutional Ownership

Mexico Equity & Income Fund logo
$8.76
+0.03 (+0.34%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.20M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$324.75K
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Shaker Financial Services LLC77,758$713K0.3%-7.7%1.767%
8/2/2024Wolverine Asset Management LLC20,620$198K0.0%+117.7%0.000%
7/30/2024Matisse Capital236,000$2.27M1.1%+28.8%0.000%
5/16/2024Ionic Capital Management LLC102,336$1.18M0.4%-15.3%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC58,623$678K0.1%+1.9%0.000%
2/8/2024Matisse Capital183,212$2.05M1.1%+38.8%0.000%
2/7/2024 Shaker 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%
5/8/2023 Shaker 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%
2/3/2023 Shaker Financial Services LLC78,542$690K0.3%+4.9%0.000%
2/1/2023Wolverine Asset Management LLC37,982$333K0.0%-10.1%0.000%
1/24/2023Matisse Capital132,000$1.16M1.0%+16.7%7.374%
1/20/2023Matisse 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%
11/9/2022 Shaker 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%
11/8/2022Matisse 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%
8/1/2022 Shaker Financial Services LLC16,525$133K0.1%N/A0.925%
7/28/2022Matisse 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%
2/4/2022Matisse 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%
Crypto Crash Ahead? (27 Experts Weigh In) (Ad)

Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!

Click here to reserve your spot at the emergency crypto summit now.
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%
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%
(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, 9 institutional investors and hedge funds held shares of Mexico Equity & Income Fund. The most heavily invested institutionals were Matisse Capital ($2.27M), City of London Investment Management Co. Ltd. ($2.21M), Ionic Capital Management LLC ($1.18M), Shaker Financial Services LLC ($713K), Blue Bell Private Wealth Management LLC ($678K), Atlas Wealth LLC ($379K), and Logan Stone Capital LLC ($239K).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 ($141.80K), Shaker Financial Services LLC ($72.25K), Atlas Wealth LLC ($37.64K), Clough Capital Partners L P ($27.10K), Wolverine Asset Management LLC ($19.12K), and Blue Bell Private Wealth Management LLC ($3.12K).

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

Institutional investors have bought a total of 301,037 shares in the last 24 months. This purchase volume represents approximately $2.74M 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), Ionic Capital Management LLC ($18.55K), Shaker Financial Services LLC ($11.02K), Logan Stone Capital LLC ($8.29K), Wolverine Asset Management LLC ($5.75K), Matisse Capital ($5.60K), 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 152,232 shares in the last 24 months. This volume of shares sold represents approximately $1.30M in transactions.



This page (NYSE:MXE) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners