Purchases and Sales Made in Q4 2025 in Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
67.3K+ 41.84% |
$2.06M - $2.43M
|
228K
$7.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.11KNew |
$187K - $221K
|
6.11K
$213K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.11KNew |
$187K - $221K
|
6.11K
$213K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
400New |
$12.3K - $14.5K
|
400
$14K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
128New |
$3.92K - $4.63K
|
128
$4.47K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2+ 0.82% |
$61.3 - $72.3
|
247
$8.63K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-13- 43.33% |
$398 - $470
|
17
$594
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.17K- 8.19% |
$97.2K - $115K
|
35.5K
$1.24M
|
|