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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
58.7K+ 2.06% |
$1.38M - $2.04M
|
2.9M
$74.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
40.2KNew |
$948K - $1.4M
|
40.2K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34K+ 113440.0% |
$803K - $1.18M
|
34.1K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
19.5K+ 13.38% |
$460K - $678K
|
165K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
19.2KNew |
$453K - $668K
|
19.2K
$494K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.3KNew |
$433K - $637K
|
18.3K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 110.19% |
$378K - $556K
|
30.5K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.3K+ 484.22% |
$361K - $532K
|
18.5K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13.1KNew |
$310K - $456K
|
13.1K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 50.17% |
$297K - $438K
|
37.7K
$970K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.9KNew |
$257K - $379K
|
10.9K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.61K+ 35.6% |
$227K - $334K
|
36.6K
$941K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.22KNew |
$218K - $320K
|
9.22K
$237K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.03K+ 19.79% |
$95.2K - $140K
|
24.4K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.3K+ 14.14% |
$78K - $115K
|
26.7K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.23K+ 23.16% |
$76.3K - $112K
|
17.2K
$442K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.93K+ 23.01% |
$69.2K - $102K
|
15.7K
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.06K+ 16.84% |
$48.5K - $71.4K
|
14.3K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.01KNew |
$47.4K - $69.9K
|
2.01K
$51.7K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.65KNew |
$38.9K - $57.3K
|
1.65K
$42.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Mad River Investors
|
BUY
|
- |
1.56K+ 0.53% |
$36.7K - $54.1K
|
296K
$7.63M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.1K+ 3.34% |
$26K - $38.2K
|
34K
$875K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
966+ 2.94% |
$22.8K - $33.6K
|
33.8K
$870K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
931+ 3.67% |
$22K - $32.4K
|
26.3K
$677K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
831+ 5.47% |
$19.6K - $28.9K
|
16K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
830+ 11.48% |
$19.6K - $28.9K
|
8.06K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
644New |
$15.2K - $22.4K
|
644
$16.6K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
600+ 1.65% |
$14.2K - $20.9K
|
37K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
561+ 14.64% |
$13.2K - $19.5K
|
4.39K
$113K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500+ 100.0% |
$11.8K - $17.4K
|
1K
$25.7K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
460+ 1.26% |
$10.9K - $16K
|
37.1K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
422+ 5.77% |
$9.96K - $14.7K
|
7.74K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
395New |
$9.32K - $13.7K
|
395
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
279+ 3.82% |
$6.58K - $9.7K
|
7.58K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
268New |
$6.32K - $9.32K
|
268
$6.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
186+ 581.25% |
$4.39K - $6.47K
|
218
$5.61K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
158+ 0.87% |
$3.73K - $5.49K
|
18.3K
$470K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
141+ 15.95% |
$3.33K - $4.9K
|
1.03K
$26.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
104+ 18.91% |
$2.45K - $3.62K
|
654
$16.8K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72+ 18.9% |
$1.7K - $2.5K
|
453
$11.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
38+ 18.91% |
$897 - $1.32K
|
239
$6.15K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16+ 2.16% |
$378 - $556
|
757
$19.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15+ 0.15% |
$354 - $521
|
10K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-210- 96.33% |
$4.96K - $7.3K
|
8
$206
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-500- 50.0% |
$11.8K - $17.4K
|
500
$12.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4.61K- 83.06% |
$109K - $160K
|
940
$24.2K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.05K- 30.38% |
$143K - $210K
|
13.9K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.4K- 17.85% |
$458K - $674K
|
89.3K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-28.3K- 6.56% |
$667K - $983K
|
403K
$10.4M
|