Purchases and Sales Made in Q1 2023 in Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
269K+ 10.02% |
$4.78M - $7.5M
|
2.95M
$84.5M
|
|
|
May 04, 2023
Q1 2023
|
Mad River Investors
|
BUY
|
- |
61.2K+ 21.65% |
$1.09M - $1.7M
|
344K
$9.83M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
50.3KNew |
$895K - $1.4M
|
50.3K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.4K+ 13.07% |
$292K - $457K
|
142K
$4.06M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$190K - $298K
|
10.7K
$306K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.5KNew |
$151K - $237K
|
8.5K
$243K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.29K+ 43.34% |
$112K - $175K
|
20.8K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.52K+ 26.95% |
$44.8K - $70.1K
|
11.9K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.88K+ 15.29% |
$33.4K - $52.3K
|
14.1K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.64K+ 29.33% |
$29.1K - $45.6K
|
7.21K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.29K+ 9.18% |
$22.9K - $35.9K
|
15.3K
$438K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
600+ 3.05% |
$10.7K - $16.7K
|
20.3K
$580K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
400+ 2.53% |
$7.11K - $11.1K
|
16.2K
$464K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
327+ 4.86% |
$5.81K - $9.11K
|
7.06K
$202K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
296+ 0.87% |
$5.26K - $8.25K
|
34.3K
$981K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
224New |
$3.98K - $6.24K
|
224
$6.41K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-175- 1.52% |
$3.11K - $4.88K
|
11.3K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.22K- 2.72% |
$21.6K - $33.9K
|
43.4K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.89K- 13.61% |
$33.6K - $52.7K
|
12K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.04K- 45.12% |
$54.1K - $84.7K
|
3.7K
$106K
|
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-3.95K- 0.9% |
$70.2K - $110K
|
434K
$12.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-4.32K- 92.15% |
$76.8K - $120K
|
368
$10.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.85K- 31.09% |
$86.2K - $135K
|
10.8K
$307K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.5K- 84.62% |
$97.8K - $153K
|
1K
$28.6K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.35K- 3.78% |
$113K - $177K
|
162K
$4.62M
|
|
|
May 12, 2023
Q1 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-12K- 1.5% |
$214K - $335K
|
793K
$22.7M
|