Rocket


Overview
Financials
News + Filings
Key Docs
Charts
Ownership
Insiders

MESABI TRUST (MSB)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
HORIZON KINETICS ASSET MANAGEMENT LLC 2,956,4302,60460,340,731,0001.30  Hist 06/30/2023
MAD RIVER INVESTORS 351,475156,0506,909,999,0005.11  Hist 06/30/2023
MORGAN STANLEY 175,7517,8403,587,078,0000.00  Hist 06/30/2023
Moors & Cabot, Inc. 125,54852,7922,262,383,000   Hist 12/31/2022
JPMORGAN CHASE & CO 43,96832,648897,387,0000.00  Hist 06/30/2023
BANK OF AMERICA CORP /DE/ 39,076-4,324797,541,0000.00  Hist 06/30/2023
One Charles Private Wealth Services, LLC 32,703-1,591667,462,0000.39  Hist 06/30/2023
HighTower Advisors, LLC 19,6800401,000,0000.00  Hist 06/30/2023
AMERIPRISE FINANCIAL INC 14,874-457303,578,0000.00  Hist 06/30/2023
Essex Financial Services, Inc. 14,431-35,883294,537,0000.03  Hist 06/30/2023
Invesco Ltd. 14,072-72287,210,0000.00  Hist 06/30/2023
CITADEL ADVISORS LLC 13,086-23,626267,085,0000.00  Hist 06/30/2023
RAYMOND JAMES & ASSOCIATES 14,510-1,987261,470,0000.000.11 Hist 12/31/2022
WELLS FARGO & COMPANY/MN 12,309301251,230,0000.00  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 11,7252,384238,442,000   Hist 06/30/2023
Carnegie Capital Asset Management, LLC 10,750-4,850219,408,0000.01  Hist 06/30/2023
Acorn Wealth Advisors, LLC 8,5008,500214,030,0000.160.06 Hist 03/31/2023
BerganKDV Wealth Management, LLC 9,2700166,767,0000.020.07 Hist 12/31/2022
Steward Partners Investment Advisory, LLC 7,607548155,259,0000.00  Hist 06/30/2023
ROYAL BANK OF CANADA 6,9961,422143,000,0000.00  Hist 06/30/2023
UBS Group AG 6,6702,972136,135,0000.00  Hist 06/30/2023
BNP PARIBAS ARBITRAGE, SNC 5,4495,449111,214,0000.00  Hist 06/30/2023
American Portfolios Advisors 3,6363,63678,212,0000.000.03 Hist 09/30/2022
VICTORY CAPITAL MANAGEMENT INC 3,742076,374,0000.00  Hist 06/30/2023
Stonebridge Capital Advisors LLC 1,050021,431,0000.00  Hist 06/30/2023
Tower Research Capital LLC (TRC) 1,0191,01920,798,0000.00  Hist 06/30/2023
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,000020,410,0000.01  Hist 06/30/2023
VALUEWORKS LLC 804,631-33116,423,0005.94  Hist 06/30/2023
NewEdge Advisors, LLC 80035016,329,0000.00  Hist 06/30/2023
PNC FINANCIAL SERVICES GROUP, INC. 672013,716,0000.00  Hist 06/30/2023
MOTCO 500010,205,0000.00  Hist 06/30/2023
BEDDOW CAPITAL MANAGEMENT INC 437,3192,8858,926,0004.53  Hist 06/30/2023
EverSource Wealth Advisors, LLC 34507,041,0000.00  Hist 06/30/2023
Ameritas Advisory Services, LLC 2242245,643,0000.000.00 Hist 03/31/2023
NATIONAL BANK OF CANADA /FI/ 200-9,7753,999,0000.00  Hist 09/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy