Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Mesabi Trust comprennent
Redhawk Wealth Advisors, Inc.,
Ritholtz Wealth Management,
Geode Capital Management, Llc,
DEEP - Roundhill Acquirers Deep Value ETF,
FZROX - Fidelity ZERO Total Market Index Fund,
FZIPX - Fidelity ZERO Extended Market Index Fund,
Chung Wu Investment Group, LLC,
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class,
Allworth Financial LP,
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class,
et
Assetmark, Inc
.
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
Date de dépôt |
Source |
Investisseur |
|
Type |
Prix moyen (Est) |
Actions |
Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
105 |
|
3 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
500 |
|
12 |
|
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
772 |
|
18 |
|
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
24 944 |
2,14 |
598 |
-10,09 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
279 |
|
7 |
|
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
11 042 |
|
265 |
|
|
2025-08-29 |
NP |
DHS - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
7 686 |
1,99 |
184 |
-9,80 |
|
2025-07-22 |
13F |
Chung Wu Investment Group, LLC
|
|
|
|
1 000 |
|
24 |
|
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
12 077 |
|
289 |
|
|
2025-08-12 |
13F |
Horizon Kinetics Asset Management Llc
|
|
|
|
2 960 590 |
2,03 |
70 936 |
-10,12 |
|
2025-08-12 |
13F |
O'shaughnessy Asset Management, Llc
|
|
|
|
46 662 |
154,46 |
1 118 |
124,50 |
|
2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
18 |
|
0 |
|
|
2025-06-26 |
NP |
FZROX - Fidelity ZERO Total Market Index Fund
|
|
|
|
6 007 |
|
168 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
125 771 |
40,91 |
3 013 |
24,15 |
|
2025-08-19 |
13F |
State of Wyoming
|
|
|
|
16 985 |
|
407 |
|
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
1 612 |
57,27 |
39 |
40,74 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
8 109 |
|
203 |
|
|
2025-08-14 |
13F |
Pecaut & Co.
|
|
|
|
33 940 |
0,39 |
813 |
-10,86 |
|
2025-08-08 |
13F |
EagleClaw Capital Managment, LLC
|
|
|
|
165 625 |
0,24 |
3 968 |
-11,70 |
|
2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
181 347 |
351,25 |
5 306 |
385,45 |
|
2025-08-21 |
NP |
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio
|
|
|
|
41 800 |
0,44 |
1 002 |
-11,57 |
|
2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
37 220 |
0,44 |
892 |
-11,52 |
|
2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
9 997 |
0,02 |
0 |
|
|
2025-07-16 |
13F |
Essex Financial Services, Inc.
|
|
|
|
14 600 |
2,38 |
350 |
-9,82 |
|
2025-07-24 |
13F |
Bernard Wealth Management Corp.
|
|
|
|
244 |
2,09 |
6 |
-16,67 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
19 680 |
25,56 |
472 |
10,56 |
|
2025-08-21 |
NP |
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
|
|
|
|
41 482 |
0,68 |
994 |
-11,34 |
|
2025-07-30 |
NP |
DEEP - Roundhill Acquirers Deep Value ETF
|
|
|
|
9 345 |
|
235 |
|
|
2025-06-26 |
NP |
FZIPX - Fidelity ZERO Extended Market Index Fund
|
|
|
|
3 984 |
|
111 |
|
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
858 |
2,14 |
21 |
-9,09 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
668 |
2,14 |
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Call
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
17 042 |
29,81 |
408 |
14,29 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
772 |
1,98 |
18 |
-10,00 |
|
2025-07-10 |
13F |
Exchange Traded Concepts, Llc
|
|
|
|
10 330 |
12,06 |
248 |
-1,20 |
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
282 |
|
7 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
170 184 |
0,11 |
4 078 |
-11,83 |
|
2025-08-26 |
NP |
EHLS - Even Herd Long Short ETF
|
|
|
|
3 888 |
4,85 |
93 |
-7,00 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
18 244 |
6,10 |
437 |
-6,42 |
|
2025-08-21 |
NP |
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio
|
|
|
|
49 800 |
4,14 |
1 193 |
-8,23 |
|
2025-07-10 |
13F |
Redhawk Wealth Advisors, Inc.
|
|
|
|
34 132 |
|
818 |
|
|
2025-07-28 |
13F |
Ritholtz Wealth Management
|
|
|
|
13 737 |
|
329 |
|
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
4 465 |
1,64 |
107 |
-10,92 |
|