Institutional Ownership Medallion Financial Corp (MFIN)
This table provides information about the institutional ownership of Medallion Financial Corp (MFIN). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 6.96 Million shares, which have been reported (via 13F filing form) to have a value of $65.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
426
shares
|
$4,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
319
shares
|
$3,056
0.0% of portfolio
|
Q1 2025
Reduced 46.92%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
226
shares
|
$2,165
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
153
shares
|
$1,465
0.0% of portfolio
|
Q1 2025
Reduced 99.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
88
shares
|
$843
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
63
shares
|
$603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
6
shares
|
$57
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
6
shares
|
$57
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4
shares
|
$38
0.0% of portfolio
|
Q4 2023
Reduced 98.97%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2
shares
|
$19
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|