Purchases and Sales Made in Q4 2024 in Mesabi Trust (MSB)
This table provides information about the institutional ownership of Mesabi Trust (MSB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
213K+ 613.04% |
$4.86M - $6.26M
|
248K
$6.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
183K+ 6.9% |
$4.18M - $5.38M
|
2.84M
$76.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
79.8KNew |
$1.82M - $2.34M
|
79.8K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
36K+ 7.24% |
$821K - $1.06M
|
534K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.9KNew |
$454K - $585K
|
19.9K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9K+ 3386.6% |
$386K - $497K
|
17.4K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 139.88% |
$334K - $430K
|
25.1K
$676K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.29KNew |
$189K - $243K
|
8.29K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.16KNew |
$186K - $240K
|
8.16K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.13K+ 47.19% |
$185K - $239K
|
25.4K
$683K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.1KNew |
$184K - $238K
|
8.1K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.4KNew |
$169K - $217K
|
7.4K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
7.32KNew |
$167K - $215K
|
7.32K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.3KNew |
$166K - $214K
|
7.3K
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
7.23KNew |
$165K - $212K
|
7.23K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.71K+ 5.55% |
$130K - $168K
|
109K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.83KNew |
$87.3K - $112K
|
3.83K
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Mad River Investors
|
BUY
|
- |
1.83K+ 0.63% |
$41.7K - $53.8K
|
295K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.52K+ 11.23% |
$34.7K - $44.7K
|
15.1K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.35K+ 6.11% |
$30.7K - $39.5K
|
23.4K
$629K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
600+ 1.68% |
$13.7K - $17.6K
|
36.4K
$980K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$11.4K - $14.7K
|
500
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
472+ 175.46% |
$10.8K - $13.9K
|
741
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
363+ 2.67% |
$8.27K - $10.7K
|
14K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
298+ 1.48% |
$6.79K - $8.75K
|
20.4K
$549K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
245+ 1.72% |
$5.58K - $7.19K
|
14.5K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
188New |
$4.28K - $5.52K
|
188
$5.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
175+ 1.45% |
$3.99K - $5.14K
|
12.2K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
75+ 0.23% |
$1.71K - $2.2K
|
32.8K
$884K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32New |
$729 - $939
|
32
$861
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
13+ 6.91% |
$296 - $382
|
201
$5.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12+ 0.09% |
$273 - $352
|
12.7K
$343K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8+ 1.48% |
$182 - $235
|
550
$14.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.79% |
$68.3 - $88.1
|
381
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1- 0.11% |
$22.8 - $29.4
|
884
$23.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5- 0.03% |
$114 - $147
|
15.2K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13- 0.04% |
$296 - $382
|
36.6K
$985K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-97- 0.53% |
$2.21K - $2.85K
|
18.1K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-450- 4.31% |
$10.3K - $13.2K
|
9.98K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-675- 0.46% |
$15.4K - $19.8K
|
146K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.45K- 20.75% |
$33.1K - $42.6K
|
5.55K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 78.03% |
$256K - $330K
|
3.16K
$85.1K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-15.9K- 32.58% |
$362K - $467K
|
32.9K
$886K
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-17.3K- 3.86% |
$394K - $508K
|
431K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18.5K- 40.74% |
$423K - $544K
|
27K
$726K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30.9K- 99.9% |
$703K - $906K
|
30
$808
|
|
|
Feb 13, 2025
Q4 2024
|
Valueworks LLC
New York, NY |
SELL
|
- |
-45.9K- 5.57% |
$1.05M - $1.35M
|
779K
$21M
|