MESABI TRUST (MSB) Institutional Ownership Changes & 13F Activity
MESABI TRUST (MSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Valueworks Llc, Advisory Services Network, Llc, Bank Of America Corp, Morgan Stanley, and Sei Investments Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Msrh, Llc | Buy | +45,114 | — | 45,114 | $1.74M | Q4 2025 | Apr 06, 2026 |
| Corient Private Wealth Llc | Buy | +38,510 | — | 38,510 | $38.51K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +11,690 | — | 11,690 | $450.29K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +1,633 | — | 1,633 | $62.90K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +414 | — | 414 | $15.96K | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, Llc | Buy | +181,525 | — | 181,525 | $6.99M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +177,881 | — | 177,881 | $6.85M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +42,528 | — | 42,528 | $1.64M | Q4 2025 | Feb 17, 2026 |
| Verdad Advisers, Lp | Buy | +19,567 | — | 19,567 | $753.72K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +17,042 | — | 17,042 | $656.46K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +11,789 | — | 11,789 | $454.11K | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +7,730 | — | 7,730 | $297.76K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +7,703 | — | 7,703 | $296.72K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +5,164 | — | 5,164 | $198.91K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +80 | — | 80 | $3.08K | Q4 2025 | Feb 17, 2026 |
| Valueworks Llc | Buy | +664,171 | — | 664,171 | $25.58M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +108,742 | — | 108,742 | $4.19M | Q4 2025 | Feb 13, 2026 |
| Sei Investments Co | Buy | +83,883 | — | 83,883 | $3.23M | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +17,474 | — | 17,474 | $673.09K | Q4 2025 | Feb 13, 2026 |
| Arrowstreet Capital, Limited Partnership | Buy | +14,297 | — | 14,297 | $550.72K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +4,513 | — | 4,513 | $173.82K | Q4 2025 | Feb 13, 2026 |
| Citigroup Inc | Buy | +3,763 | — | 3,763 | $144.95K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +1,500 | — | 1,500 | $57.78K | Q4 2025 | Feb 13, 2026 |
| Quattro Advisors Llc | Buy | +800 | — | 800 | $30.82K | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, Llc | Buy | +500 | — | 500 | $19.26K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +30,841 | — | 30,841 | $1.19M | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +24,152 | — | 24,152 | $930.34K | Q4 2025 | Feb 12, 2026 |
| Bank Of Montreal | Buy | +7,400 | — | 7,400 | $285.05K | Q4 2025 | Feb 12, 2026 |
| Mark Sheptoff Financial Planning, Llc | Buy | +1,000 | — | 1,000 | $38.52K | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | Buy | +750 | — | 750 | $28.89K | Q4 2025 | Feb 12, 2026 |
Frequently asked questions about MSB activity
Which institutional owners are buying MSB?
Institutional owners buying MSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MSB activity?
"Buy" means an investor increased their reported position in MSB compared to the prior reporting period. This reflects growing exposure to MESABI TRUST (MSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MSB increasing?
Institutional interest in MSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related MSB Institutional Insights
- MSB Overview
- MSB 13F Institutional Holders
- MSB Superinvestors
- Basic Materials Sector Institutional Ownership
- Basic Materials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Basic Materials Stocks By Institutional Investors
- Most Sold Basic Materials Stocks By Institutional Investors
- MSB Insider Trading & SEC Form 4 Activity
- MSB Articles
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