Institutional Ownership Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 5.52 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,730
shares
|
$361,022
0.0% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
12,031
shares
|
$341,199
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
11,000
shares
|
$311,960
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10,469
shares
|
$296,900
0.0% of portfolio
|
Q3 2024
Added 315.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,430
shares
|
$295,794
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9,270
shares
|
$262,897
0.02% of portfolio
|
Q4 2021
Reduced 7.3%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
7,002
shares
|
$198,576
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,636
shares
|
$103,116
0.0% of portfolio
|
Q1 2020
Reduced 57.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,811
shares
|
$51,359
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$28,360
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
885
shares
|
$25,098
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
840
shares
|
$23,822
0.0% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
600
shares
|
$17,016
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
542
shares
|
$15,371
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
500
shares
|
$14,180
0.0% of portfolio
|
Q3 2024
Reduced 94.18%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
378
shares
|
$10,720
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
345
shares
|
$9,784
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
269
shares
|
$7,628
0.0% of portfolio
|
Q3 2024
Reduced 53.22%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
112
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
100
shares
|
$2,836
0.0% of portfolio
|
Q2 2021
Reduced 96.68%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
6
shares
|
$170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
4
shares
|
$113
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|