Institutional Ownership Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 6 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
381
shares
|
$9,761
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
345
shares
|
$8,838
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
188
shares
|
$4,816
0.0% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
112
shares
|
$2,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
100
shares
|
$2,562
0.0% of portfolio
|
Q2 2021
Reduced 96.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
32
shares
|
$819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
30
shares
|
$768
0.08% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
6
shares
|
$153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|