Loading... Please wait... Loading... Please wait...
| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 62,095 | $619,491 | 0.00% | 2.95% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 39,899 | $398,052 | -1.11% | 1.90% |
| 05/07/2024 | MEIXLER INVESTMENT MANAGEMENT, LTD. | 23,616 | $235,605 | 100.00% | 1.12% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 11,200 | $112,000 | -10.40% | 0.53% |
| 04/19/2024 | CALDWELL SUTTER CAPITAL, INC. | 4,000 | $39,906 | 0.00% | 0.19% |
| 05/10/2024 | ACADIAN ASSET MANAGEMENT LLC | 2,122 | $21,000 | 0.00% | 0.10% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 619 | $6,176 | 13.58% | 0.03% |
| 05/13/2024 | UBS GROUP AG | 151 | $1,506 | 100.00% | 0.01% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 7 | $70 | 0.00% | 0.00% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 4 | $40 | 100.00% | 0.00% |
| 05/10/2024 | JPMORGAN CHASE & CO | 2 | $20 | 0.00% | 0.00% |
| 05/15/2024 | MORGAN STANLEY | 1 | $16 | -99.93% | 0.00% |
A. During the previous two years, 15 institutional investors and hedge funds held shares of Mexco Energy Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 62,095
DIMENSIONAL FUND ADVISORS LP: 39,899
Meixler Investment Management, Ltd.: 23,616
RENAISSANCE TECHNOLOGIES LLC: 11,200
CALDWELL SUTTER CAPITAL, INC.: 4,000
ACADIAN ASSET MANAGEMENT LLC: 2,122
A. 6.83% of Mexco Energy Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 145,250 shares in the last 24 months. This purchase volume represents approximately $1.72 M in transactions.
