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 20 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 $23.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
940,560
shares
|
$11.1 Million
0.83% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
361,276
shares
|
$4.24 Million
0.46% of portfolio
|
Q3 2025
Reduced 17.75%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
237,827
shares
|
$2.79 Million
1.33% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
118,600
shares
|
$1.39 Million
0.04% of portfolio
|
Q1 2024
Added 7.67%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
101,158
shares
|
$1.19 Million
0.43% of portfolio
|
Q1 2023
Reduced 2.43%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
75,982
shares
|
$892,788
0.32% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
64,956
shares
|
$763,233
0.12% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,412
shares
|
$310,341
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
25,233
shares
|
$296,487
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
23,948
shares
|
$281,389
0.0% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 13, 2025 Q3 2025 |
6,000
shares
|
$70,500
0.02% of portfolio
|
Q4 2021
Added 118.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,488
shares
|
$29,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,248
shares
|
$26,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,519
shares
|
$17,848
0.0% of portfolio
|
Q3 2025
Reduced 24.05%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,261
shares
|
$14,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
1,144
shares
|
$13,442
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
100
shares
|
$1,175
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 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 |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|