MEXICO EQUITY & INCOME FD shareholder history

Current and past MEXICO EQUITY & INCOME FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LAZARD ASSET MANAGEMENT LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 3380.00%0.00%0.00%Q2 2013Q3 202341
MORGAN STANLEY 4010.00%0.00%0.00%Q2 2013Q3 202341
CSS LLC/IL 25120.01%0.06%0.29%Q4 2013Q3 202337
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 27100.05%1.46%2.65%Q2 2013Q3 202337
WOLVERINE ASSET MANAGEMENT LLC 1620.00%0.00%0.01%Q2 2013Q3 202335
UBS Group AG 1860.00%0.00%0.00%Q4 2014Q3 202333
Thomas J. Herzfeld Advisors, Inc. 2720.01%0.20%0.69%Q2 2013Q3 202332
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2290.00%0.05%0.17%Q3 2014Q3 202331
ROYAL BANK OF CANADA 2910.00%0.00%0.00%Q2 2013Q1 202230
Bulldog Investors, LLP 1460.24%0.52%1.12%Q4 2009Q3 202328
1607 Capital Partners, LLC 27270.13%0.25%0.62%Q2 2013Q4 201927
BANK OF AMERICA CORP /DE/ 1410.00%0.00%0.00%Q1 2014Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Matisse Capital 1210.11%0.65%1.08%Q3 2016Q3 202321
Lumbard & Kellner, LLC 20200.08%0.14%0.27%Q2 2014Q1 201920
HUNTINGTON NATIONAL BANK 1820.00%0.00%0.00%Q3 2018Q3 202320
Gramercy Funds Management LLC 1620.04%0.73%1.58%Q2 2013Q4 201718
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q4 2013Q4 202115
Blume Capital Management, Inc. 15150.02%0.05%0.09%Q4 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Shaker Financial Services, LLC 960.06%0.33%0.64%Q2 2013Q3 202315
THOMPSON DAVIS & CO., INC. 14140.00%0.01%0.01%Q4 2013Q1 201714
WINMILL & CO. INC 14140.00%0.01%0.02%Q2 2020Q3 202314
SRS Capital Advisors, Inc. 530.00%0.00%0.00%Q2 2020Q3 202312
Almitas Capital LLC 750.10%0.25%0.56%Q4 2018Q3 202312
Karpus Management, Inc. 12120.01%0.03%0.08%Q2 2013Q1 201612
Full Value Advisors, LLC 12120.01%0.30%0.68%Q4 2006Q3 200912
Sargent Bickham Lagudis LLC 12120.00%0.00%0.00%Q2 2017Q1 202012
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q3 2018Q4 202211
TOMPKINS FINANCIAL CORP 11110.00%0.00%0.00%Q2 2013Q4 201511
CORNERSTONE ADVISORS INC 10100.02%0.06%0.09%Q4 2016Q1 201910
JANE STREET GROUP, LLC 990.00%0.00%0.00%Q4 2014Q4 20169
RIVERNORTH CAPITAL MANAGEMENT, LLC 880.05%0.11%0.20%Q1 2018Q4 20198
Logan Stone Capital, LLC 880.09%0.19%0.41%Q4 2021Q3 20238
BOOTHBAY FUND MANAGEMENT, LLC 440.01%0.04%0.08%Q1 2019Q3 20228
SIT INVESTMENT ASSOCIATES INC 610.00%0.03%0.04%Q3 2018Q3 20207
HARBOUR INVESTMENTS, INC. 430.00%0.00%0.00%Q1 2021Q4 20227
FIRST INTERSTATE BANK 770.00%0.00%0.01%Q1 2017Q3 20187
Ionic Capital Management LLC 660.05%0.22%0.36%Q2 2022Q3 20236
Integrated Wealth Management 660.01%0.02%0.02%Q1 2015Q2 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BNP PARIBAS FINANCIAL MARKETS 550.00%0.00%0.00%Q2 2013Q2 20145
RMB Capital Management, LLC 210.00%0.01%0.01%Q1 2016Q4 20205
Ashmore Group plc 440.15%0.17%0.19%Q1 2013Q4 20134
US BANCORP \DE\ 310.00%0.00%0.00%Q2 2014Q3 20234
Winslow, Evans & Crocker, Inc. 440.00%0.00%0.01%Q4 2013Q3 20144
SIGNATUREFD, LLC 310.00%0.00%0.00%Q1 2018Q2 20214
CITIGROUP INC 440.00%0.00%0.00%Q3 2013Q2 20144
Atlas Wealth LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Yakira Capital Management, Inc. 440.02%0.02%0.02%Q4 2021Q3 20224
CLOUGH CAPITAL PARTNERS L P 210.02%0.03%0.05%Q3 2018Q4 20224
Center for Financial Planning, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Krilogy Financial LLC 210.01%0.01%0.01%Q4 2017Q3 20183
Diversified Trust Co 330.22%0.23%0.25%Q2 2013Q4 20133
MSI Financial Services Inc 330.00%0.00%0.00%Q1 2016Q3 20163
Weiss Asset Management LP 110.03%0.09%0.19%Q4 2013Q4 20183
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q4 2013Q1 20203
TFS CAPITAL LLC 210.01%0.02%0.02%Q2 2013Q1 20143
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q4 2019Q1 20202
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Cornerstone Advisors, LLC 110.01%0.02%0.03%Q4 2019Q4 20202
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.02%0.02%Q1 2016Q4 20212
Saba Capital Management, L.P. 220.00%0.00%0.00%Q2 2023Q3 20232
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q3 2019Q4 20192
DOLIVER ADVISORS, LP 110.71%0.75%0.79%Q4 2014Q3 20152
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
CWM, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
FMR LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MIRABELLA FINANCIAL SERVICES LLP 110.31%0.31%0.31%Q4 2019Q4 20191
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Ground Swell Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Proficio Capital Partners LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Nationwide Fund Advisors 110.00%0.00%0.00%Q2 2014Q2 20141
External links

This page lists all the filers that currently own MEXICO EQUITY & INCOME FD or have owned MEXICO EQUITY & INCOME FD in the past.