Purchases and Sales Made in Q3 2025 in Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB) during Q3 2025. The information is specifically focused on institutions that hold shares of MESABI TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
161KNew |
$3.79M - $5.21M
|
161K
$5.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
48.6K+ 440.45% |
$1.14M - $1.58M
|
59.7K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
38.7K+ 1.31% |
$911K - $1.25M
|
3M
$105M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
13KNew |
$305K - $420K
|
13K
$453K
|
|
|
Oct 31, 2025
Q3 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.84KNew |
$185K - $254K
|
7.84K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.72KNew |
$182K - $250K
|
7.72K
$270K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.45KNew |
$175K - $241K
|
7.45K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.4KNew |
$174K - $240K
|
7.4K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.26KNew |
$171K - $235K
|
7.26K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.58K+ 13.42% |
$108K - $148K
|
38.7K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.98K+ 20.23% |
$93.7K - $129K
|
23.7K
$826K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
3.79KNew |
$89.1K - $123K
|
3.79K
$132K
|
|
|
Nov 14, 2025
Q3 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.8K+ 1.09% |
$42.4K - $58.3K
|
167K
$5.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.5KNew |
$35.3K - $48.6K
|
1.5K
$52.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
940New |
$22.1K - $30.4K
|
940
$32.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
784+ 22.25% |
$18.4K - $25.4K
|
4.31K
$150K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
710New |
$16.7K - $23K
|
710
$24.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
656+ 2.73% |
$15.4K - $21.2K
|
24.7K
$863K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
574+ 5.13% |
$13.5K - $18.6K
|
11.8K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
550New |
$12.9K - $17.8K
|
550
$19.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
539+ 2.95% |
$12.7K - $17.5K
|
18.8K
$656K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
519+ 5.19% |
$12.2K - $16.8K
|
10.5K
$367K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
363+ 47.02% |
$8.54K - $11.8K
|
1.14K
$39.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
357+ 1.47% |
$8.4K - $11.6K
|
24.6K
$859K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
307+ 1.02% |
$7.22K - $9.94K
|
30.4K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
165New |
$3.88K - $5.34K
|
165
$5.76K
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
110+ 0.04% |
$2.59K - $3.56K
|
296K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
94+ 0.38% |
$2.21K - $3.04K
|
25K
$874K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
85+ 1.93% |
$2K - $2.75K
|
4.48K
$156K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
49+ 0.03% |
$1.15K - $1.59K
|
181K
$6.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
41New |
$965 - $1.33K
|
41
$1.43K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30New |
$706 - $972
|
30
$1.05K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27+ 0.02% |
$635 - $875
|
178K
$6.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
23+ 0.07% |
$541 - $745
|
34K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
21+ 0.14% |
$494 - $680
|
14.6K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 0.56% |
$212 - $292
|
1.62K
$56.6K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.03% |
$118 - $162
|
18.3K
$638K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.35% |
$70.6 - $97.2
|
861
$30.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.3% |
$47.1 - $64.8
|
670
$23.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 0.41% |
$23.5 - $32.4
|
245
$8.56K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.35% |
$23.5 - $32.4
|
283
$9.88K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-724- 5.59% |
$17K - $23.5K
|
12.2K
$427K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-854- 2.3% |
$20.1K - $27.7K
|
36.2K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.88K- 4.04% |
$44.3K - $61K
|
44.8K
$1.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.34K- 17.02% |
$55K - $75.7K
|
11.4K
$398K
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-2.52K- 13.13% |
$59.3K - $81.7K
|
16.7K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.9K- 40.58% |
$115K - $159K
|
7.18K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.04K- 3.63% |
$166K - $228K
|
187K
$6.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Valueworks LLC
New York, NY |
SELL
|
- |
-9.14K- 1.33% |
$215K - $296K
|
677K
$23.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-9.17K- 2.44% |
$216K - $297K
|
366K
$12.8M
|
|