Mexico Equity And Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 1.23 M | $15.84 M | 7.49% | 27.91% |
| CSS LLC/IL | 05/15/2026 | 292.00 K | $3.77 M | -12.20% | 6.64% |
| MATISSE CAPITAL | 05/08/2026 | 237.83 K | $3.07 M | 0.00% | 5.40% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 112.42 K | $1.45 M | -5.22% | 2.55% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 101.16 K | $1.30 M | 0.00% | 2.30% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 75.51 K | $974.12 K | 0.00% | 1.72% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 70.87 K | $914.24 K | 3.65% | 1.61% |
| MORGAN STANLEY | 05/15/2026 | 36.05 K | $465.07 K | 26.14% | 0.82% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 29.70 K | $383.07 K | 0.00% | 0.67% |
| US BANCORP \DE\ | 05/15/2026 | 25.23 K | $325.51 K | 0.00% | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 24.19 K | $312.08 K | -12.30% | 0.55% |
| WINMILL & CO. INC | 05/14/2026 | 6.00 K | $77.40 K | 0.00% | 0.14% |
| SIGNATUREFD, LLC | 04/07/2026 | 2.49 K | $32.10 K | 0.00% | 0.06% |
| EASTERN BANK | 04/07/2026 | 1.26 K | $16.27 K | 0.00% | 0.03% |
| UBS GROUP AG | 05/05/2026 | 883 | $11.39 K | -21.58% | 0.02% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 570 | $7.35 K | -58.70% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 561 | $7.25 K | -75.47% | 0.01% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 394 | $5.08 K | 100.00% | 0.01% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $13 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $13 | -98.85% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
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Mexico Equity And Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 25 institutional investors and hedge funds held shares of Mexico Equity And Income Fund Inc. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 1.23 M
CSS LLC/IL: 291,997
Matisse Capital: 237,827
Saba Capital Management, L.P.: 112,415
Bulldog Investors, LLP: 101,158
Shaker Financial Services, LLC: 75,513
51.02% of Mexico Equity And Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.38 M shares in the last 24 months. This purchase volume represents approximately $30.20 M in transactions.