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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Msrh, LlcBuy+45,114—45,114$1.74MQ4 2025Apr 06, 2026
Corient Private Wealth LlcBuy+38,510—38,510$38.51KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+11,690—11,690$450.29KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+1,633—1,633$62.90KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+414—414$15.96KQ4 2025Feb 18, 2026
Advisory Services Network, LlcBuy+181,525—181,525$6.99MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+177,881—177,881$6.85MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+42,528—42,528$1.64MQ4 2025Feb 17, 2026
Verdad Advisers, LpBuy+19,567—19,567$753.72KQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+17,042—17,042$656.46KQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+11,789—11,789$454.11KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+7,730—7,730$297.76KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+7,703—7,703$296.72KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+5,164—5,164$198.91KQ4 2025Feb 17, 2026
Fmr LlcBuy+80—80$3.08KQ4 2025Feb 17, 2026
Valueworks LlcBuy+664,171—664,171$25.58MQ4 2025Feb 13, 2026
Morgan StanleyBuy+108,742—108,742$4.19MQ4 2025Feb 13, 2026
Sei Investments CoBuy+83,883—83,883$3.23MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+17,474—17,474$673.09KQ4 2025Feb 13, 2026
Arrowstreet Capital, Limited PartnershipBuy+14,297—14,297$550.72KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+4,513—4,513$173.82KQ4 2025Feb 13, 2026
Citigroup IncBuy+3,763—3,763$144.95KQ4 2025Feb 13, 2026
Barclays PlcBuy+1,500—1,500$57.78KQ4 2025Feb 13, 2026
Quattro Advisors LlcBuy+800—800$30.82KQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+500—500$19.26KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+30,841—30,841$1.19MQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+24,152—24,152$930.34KQ4 2025Feb 12, 2026
Bank Of MontrealBuy+7,400—7,400$285.05KQ4 2025Feb 12, 2026
Mark Sheptoff Financial Planning, LlcBuy+1,000—1,000$38.52KQ4 2025Feb 12, 2026
Colonial Trust AdvisorsBuy+750—750$28.89KQ4 2025Feb 12, 2026
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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.