Institutional Ownership Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 6.08 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,064
shares
|
$630,794
0.0% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
17,042
shares
|
$595,106
0.0% of portfolio
|
Q2 2025
Added 29.81%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Nov 13, 2025 Q3 2025 |
16,690
shares
|
$582,814
0.0% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,409
shares
|
$573,002
0.0% of portfolio
|
Q3 2025
Reduced 43.07%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
15,389
shares
|
$537,383
0.0% of portfolio
|
Q3 2025
Reduced 48.37%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
14,621
shares
|
$510,565
0.03% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
12,979
shares
|
$453,226
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
12,239
shares
|
$427,385
0.0% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,753
shares
|
$410,414
0.01% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
11,399
shares
|
$398,053
0.01% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
11,000
shares
|
$384,120
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,516
shares
|
$367,218
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9,270
shares
|
$323,708
0.02% of portfolio
|
Q4 2021
Reduced 7.3%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
7,844
shares
|
$273,912
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
7,718
shares
|
$269,512
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
7,450
shares
|
$260,154
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
7,400
shares
|
$258,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
7,257
shares
|
$253,414
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,176
shares
|
$250,585
0.0% of portfolio
|
Q3 2025
Reduced 40.58%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,478
shares
|
$156,371
0.0% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
4,307
shares
|
$150,400
0.0% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,786
shares
|
$132,207
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,636
shares
|
$126,969
0.0% of portfolio
|
Q1 2020
Reduced 57.45%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,811
shares
|
$63,240
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,621
shares
|
$56,605
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|