MEXICO FD INC shareholder history

Current and past MEXICO FD INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 3820.00%0.00%0.00%Q2 2013Q2 202340
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Allworth Financial LP 35350.00%0.00%0.01%Q1 2015Q3 202335
WOLVERINE ASSET MANAGEMENT LLC 1340.00%0.02%0.07%Q1 2014Q3 202334
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 33330.60%3.39%5.77%Q3 2015Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.00%0.00%0.01%Q2 2013Q1 202028
LAZARD ASSET MANAGEMENT LLC 2610.01%0.02%0.03%Q2 2013Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Thomas J. Herzfeld Advisors, Inc. 15100.00%0.03%0.12%Q4 2014Q3 202325
LPL Financial LLC 25250.00%0.00%0.01%Q2 2013Q2 201925
1607 Capital Partners, LLC 25250.11%0.18%0.24%Q3 2017Q3 202325
Gradient Investments LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
SOL Capital Management CO 23230.05%0.09%0.15%Q2 2013Q4 201823
Tower Research Capital LLC (TRC) 810.00%0.00%0.00%Q3 2013Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Matisse Capital 1280.04%1.50%3.95%Q3 2017Q3 202320
CITIGROUP INC 18180.00%0.00%0.00%Q2 2013Q3 201718
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
VALLEY NATIONAL ADVISERS INC 16160.00%0.00%0.00%Q1 2016Q4 201916
US BANCORP \DE\ 1510.00%0.00%0.00%Q2 2018Q3 202316
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
WHITTIER TRUST CO 1140.00%0.00%0.00%Q2 2015Q2 202115
SHEPHERD KAPLAN KROCHUK, LLC 1050.11%0.15%0.21%Q4 2017Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
CORNERSTONE ADVISORS INC 1010.00%0.26%0.60%Q4 2014Q4 202115
IFP Advisors, Inc 14140.00%0.00%0.01%Q4 2015Q1 201914
JOHN G ULLMAN & ASSOCIATES INC 1220.02%0.02%0.04%Q2 2019Q3 202314
BANK OF MONTREAL /CAN/ 950.00%0.00%0.00%Q4 2016Q1 202114
Baystate Wealth Management LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Full Value Advisors, LLC 12120.19%1.30%3.38%Q4 2006Q3 200912
RMB Capital Management, LLC 910.01%0.02%0.05%Q4 2015Q1 202012
Point View Wealth Management, Inc. 710.16%0.23%0.32%Q1 2017Q4 202012
NEXT Financial Group, Inc 610.00%0.00%0.00%Q3 2014Q4 202111
TOMPKINS FINANCIAL CORP 11110.00%0.00%0.00%Q2 2013Q4 201511
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q2 2013Q2 201811
Cornerstone Advisors, LLC 810.01%0.05%0.18%Q4 2019Q4 202211
Hudson Portfolio Management LLC 11110.61%0.69%0.83%Q1 2021Q3 202311
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.01%0.03%0.05%Q3 2015Q3 202310
PEAPACK GLADSTONE FINANCIAL CORP 730.01%0.01%0.01%Q1 2021Q3 202310
TOCQUEVILLE ASSET MANAGEMENT L.P. 910.02%0.03%0.03%Q2 2014Q4 201610
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 990.01%0.01%0.04%Q3 2014Q3 20169
6 Meridian 540.03%0.04%0.06%Q4 2017Q1 20209
Creative Planning 410.00%0.00%0.00%Q2 2013Q2 20179
GUGGENHEIM CAPITAL LLC 810.00%0.00%0.00%Q3 2017Q3 20219
Community Financial Services Group, LLC 720.00%0.00%0.01%Q2 2013Q3 20159
1832 Asset Management L.P. 990.00%0.01%0.01%Q4 2014Q4 20169
Ledyard National Bank 880.00%0.00%0.00%Q4 2013Q3 20158
Community Bank, N.A. 880.00%0.00%0.00%Q3 2016Q2 20188
Center for Financial Planning, Inc. 880.00%0.00%0.01%Q1 2021Q4 20228
Allspring Global Investments Holdings, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
Loudon Investment Management, LLC 880.17%0.20%0.25%Q4 2013Q3 20158
Centiva Capital, LP 880.01%0.03%0.09%Q1 2019Q4 20208
Concert Wealth Management Inc. 320.02%0.04%0.06%Q3 2013Q3 20157
DOLIVER ADVISORS, LP 410.09%0.27%0.58%Q4 2015Q2 20187
Walleye Trading LLC 410.00%0.00%0.00%Q4 2017Q1 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.01%Q2 2013Q4 20147
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BROWN ADVISORY INC 660.00%0.00%0.00%Q2 2013Q3 20146
Almitas Capital LLC 420.30%0.70%1.23%Q4 2018Q3 20236
Shaker Financial Services, LLC 420.08%0.16%0.22%Q2 2021Q3 20236
B. Riley Wealth Management, Inc. 660.06%0.10%0.15%Q1 2014Q2 20156
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Gramercy Funds Management LLC 320.01%0.25%0.52%Q1 2016Q4 20175
Sandy Spring Bank 550.00%0.00%0.00%Q4 2013Q4 20145
RAYMOND JAMES & ASSOCIATES 410.00%0.00%0.00%Q1 2022Q3 20235
Janney Montgomery Scott LLC 550.02%0.03%0.04%Q3 2013Q3 20145
PNC FINANCIAL SERVICES GROUP, INC. 210.00%0.00%0.00%Q2 2013Q2 20165
BLAIR WILLIAM & CO/IL 550.00%0.00%0.00%Q2 2013Q2 20145
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.00%Q1 2015Q1 20165
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.03%0.07%Q4 2017Q3 20235
JNBA Financial Advisors 550.00%0.00%0.00%Q2 2021Q2 20225
MML INVESTORS SERVICES, LLC 550.01%0.01%0.01%Q4 2017Q4 20185
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Winslow, Evans & Crocker, Inc. 440.00%0.00%0.01%Q4 2013Q3 20144
Logan Stone Capital, LLC 440.06%0.13%0.24%Q4 2022Q3 20234
Weiss Asset Management LP 110.02%0.06%0.16%Q4 2014Q4 20174
BESSEMER GROUP INC 440.00%0.00%0.00%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q4 2013Q2 20154
NewEdge Advisors, LLC 310.00%0.00%0.00%Q2 2017Q2 20234
Krilogy Financial LLC 310.00%0.00%0.00%Q3 2017Q3 20184
ABERDEEN ASSET MANAGEMENT PLC/UK 310.02%0.02%0.02%Q4 2015Q2 20174
Ionic Capital Management LLC 440.10%0.12%0.14%Q4 2022Q3 20234
HighTower Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q1 2017Q4 20174
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q4 2019Q4 20214
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
MidWestOne Financial Group, Inc. 330.05%0.05%0.06%Q1 2023Q3 20233
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
Geneos Wealth Management Inc. 330.01%0.01%0.01%Q1 2016Q3 20163
ProVise Management Group, LLC 330.08%0.11%0.13%Q1 2014Q3 20143
FMR LLC 110.00%0.00%0.00%Q3 2018Q4 20213
GEODE CAPITAL MANAGEMENT, LLC 210.00%0.00%0.00%Q3 2017Q4 20193
Quantedge Capital Pte Ltd 210.09%0.17%0.30%Q2 2021Q3 20233
Cardan Capital Partners, LLC 330.09%0.09%0.10%Q1 2018Q3 20183
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20153
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Trivant Custom Portfolio Group, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
AMERIPRISE FINANCIAL INC 330.00%0.00%0.00%Q4 2013Q2 20143
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q1 2015Q1 20163
Karpus Management, Inc. 210.01%0.01%0.01%Q1 2020Q3 20233
abrdn plc 220.01%0.01%0.01%Q3 2017Q4 20172
Winchester Group Inc. 220.46%0.49%0.52%Q2 2013Q3 20132
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
COMERICA BANK 220.00%0.00%0.00%Q2 2013Q3 20132
Bulldog Investors, LLP 110.06%0.11%0.17%Q1 2020Q3 20222
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2018Q4 20182
M&T BANK CORP 220.00%0.00%0.00%Q2 2013Q3 20132
Alpine Global Management, LLC 220.12%0.20%0.28%Q3 2017Q4 20172
Ashmore Group plc 220.01%0.03%0.04%Q1 2013Q2 20132
Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q2 2016Q3 20162
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2013Q4 20162
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2015Q1 20162
BlackRock Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Donald L. Hagan, LLC 110.02%0.02%0.02%Q3 2015Q1 20162
RPO LLC 221.76%1.93%2.10%Q2 2023Q3 20232
Walleye Capital LLC 220.01%0.03%0.04%Q4 2019Q1 20202
WASHINGTON TRUST Co 110.00%0.00%0.00%Q2 2018Q1 20202
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2013Q2 20162
Acrospire Investment Management LLC 220.00%0.01%0.01%Q4 2016Q1 20172
ELM ADVISORS, LLC 110.02%0.03%0.03%Q3 2018Q4 20202
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Fiduciary Trust Co International of Pennsylvania 220.01%0.01%0.01%Q1 2015Q2 20152
Vanguard Capital Wealth Advisors 110.14%0.30%0.47%Q2 2020Q4 20202
ASSETMARK, INC 110.00%0.00%0.00%Q1 2017Q1 20171
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2017Q2 20171
Zuckerman Investment Group, LLC 110.07%0.07%0.07%Q1 2017Q1 20171
Advance Emerging Capital Ltd 110.22%0.22%0.22%Q3 2015Q3 20151
F3Logic, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
MARINER INVESTMENT GROUP LLC 110.08%0.08%0.08%Q4 2015Q4 20151
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2019Q1 20191
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q1 20171
MONROE BANK & TRUST/MI 110.00%0.00%0.00%Q2 2013Q2 20131
BARCLAYS PLC 110.00%0.00%0.00%Q1 2023Q1 20231
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Verition Fund Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
NWK Group, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q2 2015Q2 20151
Raymond James Financial Services Advisors, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
Integrated Investment Consultants, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Laurion Capital Management LP 110.00%0.00%0.00%Q2 2017Q2 20171
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
WESTPORT RESOURCES MANAGEMENT INC 110.01%0.01%0.01%Q4 2013Q4 20131
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.00%0.00%Q2 2013Q2 20131
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2020Q4 20201
Cetera Advisor Networks LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Oak Grove Capital LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q3 2020Q3 20201
SIGNATUREFD, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Citadel Advisors 110.00%0.00%0.00%Q3 2017Q3 20171
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.04%0.04%0.04%Q2 2014Q2 20141
KLINGENSTEIN FIELDS & CO LP 110.02%0.02%0.02%Q2 2013Q2 20131
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2015Q3 20151
External links

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