Purchases and Sales Made in Q1 2025 in Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34K+ 113440.0% |
$803K - $1.18M
|
34.1K
$944K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.9KNew |
$257K - $379K
|
10.9K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.22KNew |
$218K - $320K
|
9.22K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.93K+ 23.01% |
$69.2K - $102K
|
15.7K
$434K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.06K+ 16.84% |
$48.5K - $71.4K
|
14.3K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Mad River Investors
|
BUY
|
- |
1.56K+ 0.53% |
$36.7K - $54.1K
|
296K
$8.21M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
966+ 2.94% |
$22.8K - $33.6K
|
33.8K
$937K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
831+ 5.47% |
$19.6K - $28.9K
|
16K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
830+ 11.48% |
$19.6K - $28.9K
|
8.06K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500+ 100.0% |
$11.8K - $17.4K
|
1K
$27.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
186+ 581.25% |
$4.39K - $6.47K
|
218
$6.04K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
104+ 18.91% |
$2.45K - $3.62K
|
654
$18.1K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72+ 18.9% |
$1.7K - $2.5K
|
453
$12.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
38+ 18.91% |
$897 - $1.32K
|
239
$6.62K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15+ 0.15% |
$354 - $521
|
10K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-210- 96.33% |
$4.96K - $7.3K
|
8
$222
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-500- 50.0% |
$11.8K - $17.4K
|
500
$13.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4.61K- 83.06% |
$109K - $160K
|
940
$26K
|