We are live on ! Find out more
MXF icon

Mexico Fund

Name Holding Trade Value Shares
Change
Change in
Stake
City of London Investment Management
1
City of London Investment Management
United Kingdom
$74.1M -$1.43M -93,388 -2%
Lazard Asset Management
2
Lazard Asset Management
New York
$24.7M +$2.69M +175,125 +11%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$17.8M -$16.7K -1,086 -0.1%
1607 Capital Partners
4
1607 Capital Partners
Virginia
$2.68M -$140K -9,100 -5%
Matisse Capital
5
Matisse Capital
Oregon
$953K -$4.56K -297 -0.4%
HPM
6
Hudson Portfolio Management
New York
$631K -$10.5K -685 -2%
Peapack-Gladstone Financial Corp
7
Peapack-Gladstone Financial Corp
New Jersey
$499K -$3.47K -226 -0.6%
Shepherd Kaplan Krochuk
8
Shepherd Kaplan Krochuk
Massachusetts
$479K +$157K +10,250 +45%
Morgan Stanley
9
Morgan Stanley
New York
$245K +$66.9K +4,363 +35%
John G. Ullman & Associates
10
John G. Ullman & Associates
New York
$153K – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$72K -$215 -14 -0.3%
Wells Fargo
12
Wells Fargo
California
$65K – – –
Gradient Investments
13
Gradient Investments
Minnesota
$44K – – –
Bank of America
14
Bank of America
North Carolina
$43K -$9.5K -619 -17%
UBS Group
15
UBS Group
Switzerland
$40K -$27.2K -1,776 -39%
Osaic Holdings
16
Osaic Holdings
Arizona
$22K +$15 +1 +0.1%
US Bancorp
17
US Bancorp
Minnesota
$18K – – –
JNBA Financial Advisors
18
JNBA Financial Advisors
Minnesota
$15K – – –
Center for Financial Planning
19
Center for Financial Planning
Michigan
$14K – – –
Allworth Financial
20
Allworth Financial
California
$14K +$11.8K +768 +384%
Baystate Wealth Management
21
Baystate Wealth Management
Massachusetts
$13K +$169 +11 +1%
Thomas J. Herzfeld Advisors
22
Thomas J. Herzfeld Advisors
Florida
$12K +$5.66K +369 +78%
Wolverine Asset Management
23
Wolverine Asset Management
Illinois
$10K -$574K -37,417 -98%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$8K +$9.44K +615 New
Zullo Investment Group
25
Zullo Investment Group
Pennsylvania
$4K – – –