Who owns Mexico Equity and Income Fund?

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Analyze quarterly positions in Mexico Equity and Income Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Mexico Equity and Income Fund stock

Who bought or sold Mexico Equity and Income Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
City of London Investment Management Company 941k $11M 14% Sep 2025
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CSS 361k $4.3M -18% Sep 2025
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Deschutes Portfolio Strategy 238k $2.8M 0% Sep 2025
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Saba Capital Management 119k $1.4M 0% Sep 2025
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Brooklyn Capital Management 101k $1.2M 0% Sep 2025
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Shaker Financial Services 76k $902k 0% Sep 2025
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Blue Bell Private Wealth Management 65k $771k 1% Sep 2025
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Lazard Asset Management 26k $314k 0% Sep 2025
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Us Bancorp 25k $300k 0% Sep 2025
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Morgan Stanley 20k $323k 100% Jun 2025
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Winmill & Co 6.0k $71k 0% Sep 2025
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Signature 2.5k $30k 0% Sep 2025
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Advisor Group Holdings 2.2k $27k 0% Sep 2025
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UBS Group 1.5k $18k -24% Sep 2025
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Eastern Bank 1.3k $15k 0% Sep 2025
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Thomas J. Herzfeld Advisors 1.1k $14k 2% Sep 2025
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Huntington National Bank 1.00 $12.000000 0% Sep 2025
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Who sold out of Mexico Equity and Income Fund?

Fund or Company Name Date Sold Shares Held Valued At
Ancora Advisors Jun 2025 12k $125k
Susquehanna International Jun 2025 12k $121k
Wolverine Asset Management Jun 2025 11k $110k
Center for Financial Planning Jun 2025 2.2k $23k
Steward Partners Investment Advisory Jun 2025 226.00 $2.4k