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 | 07/31/2026 | 1.24 M | $16.13 M | 0.96% | 28.18% |
| CSS LLC/IL | 08/14/2026 | 291.26 K | $3.79 M | -0.25% | 6.62% |
| MATISSE CAPITAL | 08/12/2026 | 237.83 K | $3.09 M | 0.00% | 5.40% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 112.42 K | $1.46 M | 0.00% | 2.55% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 101.16 K | $1.32 M | 0.00% | 2.30% |
| ATLAS WEALTH LLC | 07/28/2026 | 74.57 K | $969.82 K | 100.00% | 1.69% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 70.92 K | $922.39 K | 0.07% | 1.61% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 70.00 K | $910.41 K | -7.30% | 1.59% |
| MORGAN STANLEY | 08/13/2026 | 29.15 K | $379.09 K | -19.16% | 0.66% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 27.38 K | $356.05 K | -7.81% | 0.62% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 19.34 K | $251.48 K | -20.08% | 0.44% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 10.93 K | $142.20 K | 2,674.87% | 0.25% |
| WINMILL & CO. INC | 08/13/2026 | 6.00 K | $78.04 K | 0.00% | 0.14% |
| SIGNATUREFD, LLC | 07/24/2026 | 2.49 K | $32.36 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.49 K | $32.38 K | 343.32% | 0.06% |
| EASTERN BANK | 07/01/2026 | 1.26 K | $16.40 K | 0.00% | 0.03% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 1.10 K | $14.35 K | 93.51% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 1.02 K | $13.23 K | 15.18% | 0.02% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $13 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $13 | 0.00% | 0.00% |
| US BANCORP \DE\ | 08/12/2026 | 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: 1.24 M
CSS LLC/IL: 291,255
Matisse Capital: 237,827
Saba Capital Management, L.P.: 112,415
Bulldog Investors, LLP: 101,158
Atlas Wealth LLC: 74,565
52.25% of Mexico Equity And Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.43 M shares in the last 24 months. This purchase volume represents approximately $30.88 M in transactions.