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Get Institutions for : 
Mesabi Trust (MSB)  
$17.97 0.02 (0.11%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    3
Total shares held : 
 5,458,627  
% of shares held : 
 41.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -906  
% of shares held change : 
   -0.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.19  
Last Quarter's Ending Price : 
 $20.47  
Last Quarter's Average Price : 
 $19.77  
Change from last quarter's     
avg. price to the last closing  : 
1.80 (9.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 198,569
 3.64%
 
Increased Positions :
14
 59,078
 1.08%
 
Unchanged Positions :
14
 53,576
 0.98%
 
Decreased Positions :
15
-252,509
-4.63%
 
Closed Positions :
5
-6,044
-0.11%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   One Charles Private Wealth Services LLC 105 - 2024-03-31 18,202 $322,000 0
   Acorn Wealth Advisors LLC 198 - 2024-03-31 11,000 $195,000 0
   BerganKDV Wealth Management LLC 231 - 2023-06-30 9,270 $189,000 0
   PRIVATE TRUST CO NA 1454 - 2024-03-31 1,000 $18,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 246 - 2024-03-31 1,000 $18,000 0
   Tyler-Stone Wealth Management 608 - 2024-03-31 650 $12,000 0
   BESSEMER GROUP INC 1534 - 2024-03-31 600 $11,000 0
   EverSource Wealth Advisors LLC 1734 - 2024-03-31 345 $7,000 0
   NATIONAL BANK OF CANADA /FI/ 2188 - 2024-03-31 200 $3,000 0
   UMB BANK N A/MO 1536 - 2024-03-31 100 $2,000 0
   Financial Perspectives Inc 574 - 2024-03-31 100 $2,000 0
   GROUP ONE TRADING, L.P. 1525 - 2024-03-31 100 $2,000 0
   Main Street Group LTD 640 - 2024-03-31 100 $2,000 0
   PROEQUITIES INC. 4361 - 2024-03-31 0 $0 0
   HUNTINGTON NATIONAL BANK 2918 - 2024-03-31 1 $0 0
  15 Records found
  1    
  Page 1 of 1
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