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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$52,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,135
shares
|
$39,634
0.0% of portfolio
|
Q3 2025
Added 47.02%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$34,920
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$34,920
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
940
shares
|
$32,824
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
861
shares
|
$30,066
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
710
shares
|
$24,793
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
670
shares
|
$23,396
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
550
shares
|
$19,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
500
shares
|
$17,460
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
500
shares
|
$17,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
345
shares
|
$12,047
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
283
shares
|
$9,882
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
245
shares
|
$8,555
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
165
shares
|
$5,761
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
100
shares
|
$3,492
0.0% of portfolio
|
Q2 2021
Reduced 96.68%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
41
shares
|
$1,431
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
30
shares
|
$1,047
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
18
shares
|
$628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|