Mesabi Trust Ownership | Who Owns Mesabi Trust?
Mesabi Trust Ownership Summary
Mesabi Trust is owned by 45.99% institutional investors, 0.08% insiders, and 53.93% retail investors. Horizon kinetics asset management is the largest institutional shareholder, holding 21.67% of MSB shares. Horizon Kinetics Inflation Bnfcrs ETF is the top mutual fund, with 3.00% of its assets in Mesabi Trust shares.
MSB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Mesabi Trust | 45.99% | 0.08% | 53.93% |
Sector | Basic Materials Stocks | 44.20% | 10.67% | 45.12% |
Industry | Steel Stocks List | 37.18% | 10.13% | 52.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Horizon kinetics asset management | 2.84M | 21.67% | $79.92M |
Valueworks | 778.50K | 5.93% | $21.88M |
Moors & cabot | 533.94K | 4.07% | $15.01M |
Beddow capital management | 431.36K | 3.29% | $12.13M |
Mad river investors | 294.90K | 2.25% | $8.29M |
Eagleclaw capital managment | 145.72K | 1.11% | $4.10M |
Morgan stanley | 100.08K | 0.76% | $1.72M |
Lido advisors | 79.78K | 0.61% | $2.24M |
Bank of new york mellon | 76.09K | 0.58% | $2.14M |
Jpmorgan chase | 36.60K | 0.28% | $1.03M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Valueworks | 778.50K | 7.28% | $21.88M |
Beddow capital management | 431.36K | 4.98% | $12.13M |
Mad river investors | 294.90K | 3.85% | $8.29M |
Horizon kinetics asset management | 2.84M | 0.99% | $79.92M |
Moors & cabot | 533.94K | 0.71% | $15.01M |
Eagleclaw capital managment | 145.72K | 0.65% | $4.10M |
Pecaut | 32.84K | 0.32% | $917.64K |
Atlas wealth partners | 7.23K | 0.26% | $202.00K |
One charles private wealth services | 18.11K | 0.17% | $508.93K |
Acorn wealth advisors | 11.00K | 0.13% | $309.21K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Horizon kinetics asset management | 2.84M | 0.99% | 183.39K |
Lido advisors | 79.78K | 0.01% | 79.78K |
Ofi invest asset management | 36.40K | 0.02% | 36.40K |
Moors & cabot | 533.94K | 0.71% | 36.03K |
Raymond james financial | 19.93K | 0.00% | 19.93K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Valueworks | 778.50K | 7.28% | -45.90K |
Nbc securities | 30.00 | 0.08% | -30.86K |
Two sigma investments, lp | 26.98K | 0.00% | -18.55K |
Jane street group | - | - | -18.29K |
Beddow capital management | 431.36K | 4.98% | -17.31K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Lido advisors | 79.78K | 0.01% | 79.78K | $2.24M |
Ofi invest asset management | 36.40K | 0.02% | 36.40K | $988.13K |
Raymond james financial | 19.93K | 0.00% | 19.93K | $560.13K |
Janney montgomery scott | 10.14K | 0.00% | 10.14K | $175.00K |
Kingsview wealth management | 8.29K | 0.00% | 8.29K | $233.09K |
Sold Out
Holder | Change |
---|---|
Anfield capital management | -4.00 |
Main street group | -100.00 |
Group one trading | -100.00 |
Umb bank, n.a. | -100.00 |
National bank of canada /fi/ | -200.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 59 | 20.41% | 6,034,426 | 8.25% | 45 | 2.55% | 31 | 34.78% | 16 | 45.45% |
Sep 30, 2024 | 48 | - | 5,553,510 | 1.86% | 42 | 2.45% | 23 | -4.17% | 11 | -15.38% |
Jun 30, 2024 | 48 | -7.69% | 5,452,255 | 2.86% | 41 | 2.55% | 24 | -4.00% | 13 | 8.33% |
Mar 31, 2024 | 52 | - | 5,300,884 | -2.56% | 40 | 2.35% | 25 | 8.70% | 12 | -20.00% |
Dec 31, 2023 | 52 | 10.64% | 5,439,934 | 0.45% | 41 | 2.43% | 23 | 27.78% | 15 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Horizon Kinetics Inflation Bnfcrs ETF | 393.97K | 3.00% | - |
Horizon Small Cap Institutional | 310.72K | 2.37% | 72.89K |
1290 VT Small Cap Value K | 170.00K | 1.30% | 4.00K |
Horizon Strategic Value Investment Instl | 124.74K | 0.95% | -15.55K |
Kinetics All-Cap Equity | 110.27K | 0.84% | 394.00 |
Horizon Spin-Off Institutional | 99.79K | 0.76% | -160.00 |
Pleiades Small Cap Equity A | 83.88K | 0.64% | -6.42K |
WisdomTree US SmallCap Dividend ETF | 70.22K | 0.54% | - |
Horizon Large Cap Institutional | 54.31K | 0.41% | - |
Horizon Core Value - Strategy | 51.04K | 0.39% | -3.35K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 20, 2019 | Radke Robin M. | - | Buy | $14.69K |
Oct 28, 2008 | Ehrenberg James A | - | Buy | $5.78K |
Oct 24, 2008 | Ehrenberg James A | - | Buy | $6.63K |
Oct 20, 2008 | Ehrenberg James A | - | Buy | $7.97K |
Jul 30, 2007 | Ehrenberg James A | - | Buy | $5.76K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2019 Q1 | 1 | - |
2014 Q2 | - | - |
2008 Q4 | 3 | - |
2007 Q3 | 2 | - |
2006 Q2 | 2 | - |
MSB Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools