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Get Institutions for : 
Mesabi Trust (MSB)  
$16.68 0.00 (0.00%) as of 4:30 Thu 5/9


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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  : 
3.09 (15.63%)  




 
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
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 463 - 2023-12-31 10,250 $210,000 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
   MARK SHEPTOFF FINANCIAL PLANNING LLC 226 - 2023-12-31 1,000 $20,000 0
   BARCLAYS PLC 3814 - 2023-12-31 904 $19,000 0
   PRIVATE TRUST CO NA 1454 - 2024-03-31 1,000 $18,000 0
   Tyler-Stone Wealth Management 576 - 2023-12-31 650 $13,000 0
   BESSEMER GROUP INC 1556 - 2023-12-31 600 $12,000 0
   EverSource Wealth Advisors LLC 1719 - 2023-12-31 345 $7,000 0
   NATIONAL BANK OF CANADA /FI/ 2166 - 2023-12-31 200 $4,000 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
   PROEQUITIES INC. 4361 - 2024-03-31 0 $0 0
   HUNTINGTON NATIONAL BANK 2918 - 2024-03-31 1 $0 0

  14 Records found
  1    
  Page 1 of 1
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