Mesabi Trust
MSB- Exchange
- NYSE
- Industry
- Mineral Royalty Traders
- SEC CIK
- 0000065172
No open-market purchases or sales by Mesabi Trust insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $167.0M in total; no superinvestor holds it.
Q4 2024 vs. Q3 2024
How the institutions holding Mesabi Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 47 | 1 | 61 | +15 |
| Shares | 5.57M | 18.1K | 6.07M | +516.2K (+9.3%) |
| Value | $126.3M | $409.1K | $170.7M | +$44.8M (+35.6%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Mesabi Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lido Advisors, LLC | 79,779 | $2.24M | 0.01% |
| Ofi Invest Asset Management | 36,400 | $988.1K | 0.02% |
| Raymond James Financial Inc | 19,927 | $560.1K | 0.00% |
| Vivaldi Capital Management, LLC | 8,164 | $269.8K | 0.04% |
| Kingsview Wealth Management, LLC | 8,292 | $233.1K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 8,095 | $227.5K | 0.00% |
| Bank of Montreal | 7,400 | $208.0K | 0.00% |
| Ameriprise Financial Inc | 7,296 | $205.1K | 0.00% |
| Heron Bay Capital Management | 7,315 | $204.4K | 0.04% |
| Atlas Wealth Partners, LLC | 7,227 | $202.0K | 0.26% |
| MAI Capital Management | 3,832 | $107.7K | 0.00% |
| Medallion Wealth Advisors, LLC | 1,240 | $34.6K | 0.02% |
| Golden State Wealth Management, LLC | 500 | $14.1K | 0.00% |
| Bernard Wealth Management Corp. | 201 | $5.61K | 0.00% |
| Aventura Private Wealth, LLC | 128 | $3.60K | 0.00% |
| GAMMA Investing LLC | 32 | $900 | 0.00% |
| FMR LLC | 1 | $28 | 0.00% |
Sold out (2)
Institutions that held Mesabi Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Susquehanna International Group, LLP | 36,180 | $819.5K |
| Anfield Capital Management, LLC | 4 | $91 |
Not filed for Q4 2024 yet (1)
Institutions that held Mesabi Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 18,064 | $409.1K |