Institutional Ownership Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 6.01 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,526
shares
|
$392,347
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
13,961
shares
|
$377,086
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
12,742
shares
|
$344,161
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
12,206
shares
|
$329,684
0.03% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
11,000
shares
|
$297,110
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
9,980
shares
|
$269,559
0.0% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9,270
shares
|
$250,382
0.02% of portfolio
|
Q4 2021
Reduced 7.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
8,292
shares
|
$223,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,164
shares
|
$220,509
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
8,095
shares
|
$218,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
7,400
shares
|
$199,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
7,315
shares
|
$197,578
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
7,296
shares
|
$197,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
7,227
shares
|
$195,201
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,549
shares
|
$149,878
0.02% of portfolio
|
Q4 2024
Reduced 20.75%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,832
shares
|
$103,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,636
shares
|
$98,208
0.0% of portfolio
|
Q1 2020
Reduced 57.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,163
shares
|
$85,432
0.0% of portfolio
|
Q4 2024
Reduced 78.03%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,811
shares
|
$48,915
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$27,010
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
884
shares
|
$23,876
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
840
shares
|
$22,688
0.0% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
741
shares
|
$20,014
0.0% of portfolio
|
Q4 2024
Added 175.46%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
600
shares
|
$16,206
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
550
shares
|
$14,855
0.0% of portfolio
|
Q4 2024
Added 1.48%
|