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Get Institutions for : 
Medalist Diversified Reit, Inc. (MDRR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    1
Total shares held : 
12,855  
% of shares held : 
0.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
4,026  
% of shares held change : 
  0.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
1
 5,026
 39.1%
 
Unchanged Positions :
5
 7,829
 60.9%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
1
-1,000
-7.78%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 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
   HALBERT, HARGROVE/RUSSELL LLC 130 - 2025-03-31 5,000 $63,000 0
   UBS Group AG 5947 - 2025-03-31 5,026 $63,000 5,026
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2282 - 2025-03-31 2,748 $34,000 0
   NISA INVESTMENT ADVISORS L L C 2546 - 2025-03-31 75 $1,000 0
   BANK OF AMERICA CORP /DE/ 6335 - 2025-03-31 6 $0 0
   PROEQUITIES INC. 9042 - 2025-03-31 0 $0 0
   HOLLENCREST SECURITIES LLC 1180 *Closed 2025-03-31 0 $0 -1,000

  7 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results