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Mesabi Trust (MSB) Institutional Ownership

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$25.65 +0.06 (+0.22%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$25.77 +0.12 (+0.48%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Mesabi Trust (NYSE:MSB)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$27.09M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$4.93M
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MSB Institutional Buying and Selling by Quarter

Mesabi Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Royal Bank of Canada51,116$1.61M0.0%+20.2%0.390%
5/14/2026Arrowstreet Capital Limited Partnership15,734$496K0.0%+10.1%0.120%
5/14/2026Sei Investments Co.167,766$5.29M0.0%+100.0%1.279%
5/5/2026Bank of New York Mellon Corp100,198$3.16M0.0%+7.8%0.764%
4/30/2026Atlas Wealth Partners LLC7,470$235K0.2%-4.9%0.057%
4/24/2026Essex Financial Services Inc.13,913$438K0.0%-5.8%0.106%
4/23/2026Mad River Investors321,546$10.13M3.6%+8.4%2.451%
4/22/2026Janney Montgomery Scott LLC17,100$539K0.0%-18.3%0.130%
4/16/2026Westmount Partners LLC16,856$530K0.1%-19.2%0.128%
3/9/2026Corient Private Wealth LLC38,510$1.48M0.0%N/A0.294%
2/19/2026Corient Private Wealth LLC38,510$1.48M0.0%N/A0.294%
2/18/2026Verdad Advisers LP19,567$754K0.3%N/A0.149%
2/17/2026Osaic Holdings Inc.5,164$199K0.0%+19.9%0.039%
2/17/2026Royal Bank of Canada42,528$1.64M0.0%+72.1%0.324%
2/16/2026Barclays PLC1,500$58K0.0%N/A0.011%
2/13/2026Valueworks LLC664,171$25.58M6.7%-1.9%5.062%
2/13/2026Quattro Advisors LLC800$31K0.0%N/A0.006%
2/13/2026Wells Fargo & Company MN17,474$673K0.0%-7.0%0.133%
2/12/2026Commonwealth Equity Services LLC30,841$1.19M0.0%+1.4%0.235%
2/12/2026Steward Partners Investment Advisory LLC24,152$930K0.0%-1.8%0.184%
2/12/2026Colonial Trust Advisors750$29K0.0%-50.0%0.006%
2/11/2026Janney Montgomery Scott LLC20,923$806K0.0%+99.0%0.159%
2/11/2026Horizon Kinetics Asset Management LLC3,027,698$116.63M1.6%+0.9%23.077%
2/11/2026Beddow Capital Management Inc.352,805$13.59M5.1%-3.6%2.689%
2/11/2026O Shaughnessy Asset Management LLC43,270$1.67M0.0%-3.4%0.330%
2/10/2026Moors & Cabot Inc.186,004$7.17M0.3%-0.6%1.418%
2/9/2026Geode Capital Management LLC64,866$2.50M0.0%+8.7%0.494%
2/6/2026One Charles Private Wealth Services LLC17,263$665K0.2%-5.5%0.132%
2/6/2026Mad River Investors296,649$11.43M5.2%+0.4%2.261%
2/6/2026HighTower Advisors LLC26,843$1.03M0.0%+7.2%0.205%
2/5/2026SFE Investment Counsel5,540$213K0.0%N/A0.042%
1/30/2026Pekin Hardy Strauss Inc.5,650$218K0.0%N/A0.043%
1/26/2026Steinberganna Wealth Management9,204$354K0.2%-29.1%0.070%
1/23/2026Farther Finance Advisors LLC1,491$57K0.0%+73.2%0.011%
1/23/2026Ritholtz Wealth Management10,459$403K0.0%-8.2%0.080%
1/14/2026Redhawk Wealth Advisors Inc.35,540$1.37M0.2%-8.2%0.271%
1/13/2026Cadent Capital Advisors LLC6,112$235K0.1%N/A0.047%
1/8/2026Wealth Enhancement Advisory Services LLC6,109$249K0.0%N/A0.047%
1/7/2026CWA Asset Management Group LLC228,244$8.79M0.3%+41.8%1.740%
1/1/2026JPMorgan Chase & Co.36,204$1.06M0.0%-2.7%0.276%
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11/17/2025Moors & Cabot Inc.187,160$5.48M0.2%-3.6%1.427%
11/17/2025EagleClaw Capital Managment LLC167,425$4.90M0.7%+1.1%1.276%
11/17/2025Citadel Advisors LLC7,176$210K0.0%-40.6%0.055%
11/17/2025Ameriprise Financial Inc.7,718$226K0.0%N/A0.059%
11/14/2025Valueworks LLC676,709$19.81M5.8%-1.3%5.158%
11/14/2025Raymond James Financial Inc.12,239$358K0.0%-5.6%0.093%
11/14/2025Two Sigma Investments LP16,409$480K0.0%-43.1%0.125%
11/13/2025Arrowstreet Capital Limited Partnership16,690$489K0.0%-13.1%0.127%
11/12/2025Beddow Capital Management Inc.365,929$10.71M3.9%-2.4%2.789%
11/10/2025Colonial Trust Advisors1,500$44K0.0%N/A0.011%
11/7/2025GSA Capital Partners LLP7,257$212K0.0%N/A0.055%
11/7/2025JPMorgan Chase & Co.36,204$1.06M0.0%-2.7%0.276%
10/31/2025Atlas Wealth Partners LLC7,844$227K0.2%N/A0.060%
10/28/2025Ritholtz Wealth Management11,399$331K0.0%-17.0%0.087%
10/27/2025Quent Capital LLC940$28K0.0%N/A0.007%
10/23/2025Steinberganna Wealth Management12,979$375K0.2%N/A0.099%
10/22/2025CWA Asset Management Group LLC160,918$4.65M0.2%N/A1.227%
10/21/2025Synergy Asset Management LLC7,450$215K0.0%N/A0.057%
10/17/2025Apollon Wealth Management LLC11,753$344K0.0%+5.1%0.090%
10/9/2025Redhawk Wealth Advisors Inc.38,711$1.12M0.1%+13.4%0.295%
9/4/2025Osaic Holdings Inc.3,523$84K0.0%-80.9%0.027%
8/19/2025Advisory Services Network LLC181,347$4.35M0.1%+351.2%1.382%
8/19/2025State of Wyoming16,985$407K0.0%N/A0.129%
8/15/2025Beddow Capital Management Inc.375,095$8.99M3.6%-6.9%2.859%
8/15/2025Bank of America Corp DE177,768$4.26M0.0%-1.3%1.355%
8/14/2025Raymond James Financial Inc.12,963$311K0.0%-6.6%0.099%
8/14/2025NewEdge Advisors LLC1,612$39K0.0%+57.3%0.012%
8/13/2025Russell Investments Group Ltd.17,042$408K0.0%+29.8%0.130%
8/12/2025Steward Partners Investment Advisory LLC24,242$581K0.0%-7.8%0.185%
8/12/2025Horizon Kinetics Asset Management LLC2,960,590$70.94M0.8%+2.0%22.565%
8/8/2025EagleClaw Capital Managment LLC165,625$3.97M0.6%+0.2%1.262%
8/8/2025Geode Capital Management LLC11,042$265K0.0%N/A0.084%
8/6/2025Moors & Cabot Inc.194,203$4.65M0.2%-6.9%1.480%
7/28/2025Ritholtz Wealth Management13,737$329K0.0%N/A0.105%
7/25/2025Apollon Wealth Management LLC11,179$268K0.0%-30.2%0.085%
7/10/2025Redhawk Wealth Advisors Inc.34,132$818K0.1%N/A0.260%
7/10/2025Wealth Enhancement Advisory Services LLC8,109$203K0.0%N/A0.062%
7/8/2025Mad River Investors295,413$7.08M3.2%-0.4%2.252%
5/21/2025Acadian Asset Management LLC1,648$44K0.0%N/A0.013%
5/15/2025Royal Bank of Canada26,662$725K0.0%+14.1%0.203%
5/15/2025MAI Capital Management4,393$119K0.0%+14.6%0.033%
5/14/2025Valueworks LLC694,155$18.88M7.1%-10.8%5.291%
5/13/2025Russell Investments Group Ltd.13,128$357K0.0%N/A0.100%
5/13/2025HighTower Advisors LLC24,421$664K0.0%+19.8%0.186%
5/8/2025EagleClaw Capital Managment LLC165,225$4.49M0.7%+13.4%1.259%
5/8/2025Moors & Cabot Inc.208,513$5.67M0.3%-60.9%1.589%
5/5/2025Atlas Wealth Partners LLC8,057$217K0.3%+11.5%0.061%
5/2/2025Pecaut & CO.33,809$912K0.3%+2.9%0.258%
5/2/2025Apollon Wealth Management LLC16,015$436K0.0%+5.5%0.122%
4/29/2025Bank of New York Mellon Corp77,213$2.10M0.0%+1.5%0.589%
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4/25/2025Essex Financial Services Inc.14,261$388K0.0%+16.8%0.109%
4/23/2025Golden State Wealth Management LLC1,000$27K0.0%+100.0%0.008%
4/22/2025Mad River Investors296,457$8.06M3.4%+0.5%2.260%
4/17/2025Exchange Traded Concepts LLC9,218$251K0.0%N/A0.070%
4/9/2025NBC Securities Inc.34,062$926K0.1%+113,440.0%0.260%
4/4/2025Quent Capital LLC940$26K0.0%-83.1%0.007%
3/17/2025Wealth Enhancement Advisory Services LLC8,095$228K0.0%N/A0.062%
2/17/2025Valueworks LLC778,501$21.88M7.3%-5.6%5.934%
2/17/2025Vivaldi Capital Management LP8,164$229K0.0%N/A0.062%
2/17/2025Two Sigma Investments LP26,983$758K0.0%-40.7%0.206%


MSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of Mesabi Trust. The most heavily invested institutionals were Horizon Kinetics Asset Management LLC ($116.63M), Valueworks LLC ($25.58M), Beddow Capital Management Inc. ($13.59M), Mad River Investors ($10.13M), CWA Asset Management Group LLC ($8.79M), Moors & Cabot Inc. ($7.17M), and Sei Investments Co. ($5.29M).Learn more on Mesabi Trust's institutional investors.

Of the 55 institutional investors that purchased Mesabi Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Horizon Kinetics Asset Management LLC ($308.07K), CWA Asset Management Group LLC ($228.24K), Bank of America Corp DE ($213.16K), Moors & Cabot Inc. ($171.96K), Advisory Services Network LLC ($141.16K), Sei Investments Co. ($83.88K), and Lido Advisors LLC ($79.78K).

Institutional investors have bought a total of 884,816 shares in the last 24 months. This purchase volume represents approximately $27.09M in transactions.

Of the 24 institutional investors that sold Mesabi Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beddow Capital Management Inc. ($50.27K), Moors & Cabot Inc. ($22.51K), Valueworks LLC ($21.68K), Osaic Holdings Inc. ($14.96K), Two Sigma Investments LP ($12.42K), Citadel Advisors LLC ($4.90K), and Apollon Wealth Management LLC ($4.84K).

Institutional investors have sold a total of 167,497 shares in the last 24 months. This volume of shares sold represents approximately $4.93M in transactions.



This page (NYSE:MSB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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