Stock Transactions — MESABI TR

Total Bought
321,945
26 transactions
Total Sold
369,440
29 transactions
Net
-47,495
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
FIRST MANHATTAN CO. LLC.310,060396,373+86,3130.030.03-0.00buy
HORIZON KINETICS ASSET MANAGEMENT LLC3,140,9723,219,382+78,4101.070.92-0.15buy
CWA Asset Management Group, LLC447,485518,974+71,4890.480.40-0.08buy
VALUEWORKS LLC646,582669,733+23,1515.553.54-2.02buy
PKS Advisory Services, LLC015,975+15,9750.000.06+0.06buy
TWO SIGMA INVESTMENTS, LP014,520+14,5200.000.00+0.00buy
XTX Topco Ltd012,692+12,6920.000.00+0.00buy
ROYAL BANK OF CANADA51,11654,825+3,7090.000.00-0.00buy
Inspire Advisors, LLC7,42810,703+3,2750.020.02-0.00buy
BNP PARIBAS FINANCIAL MARKETS02,500+2,5000.000.00+0.00buy
MAD RIVER INVESTORS321,546323,735+2,1893.653.06-0.59buy
GEODE CAPITAL MANAGEMENT, LLC57,51059,649+2,1390.000.00-0.00buy
MERCER GLOBAL ADVISORS INC /ADV01,360+1,3600.000.00+0.00buy
Bank of New York Mellon Corp100,198101,464+1,2660.000.00-0.00buy
Advisory Services Network, LLC184,629185,669+1,0400.080.05-0.02buy
EagleClaw Capital Managment, LLC169,775170,575+8000.750.58-0.17buy
Steward Partners Investment Advisory, LLC24,26024,638+3780.000.00-0.00buy
JPMORGAN CHASE & CO36,30436,572+2680.000.00-0.00buy
CITIGROUP INC8291,084+2550.000.00-0.00buy
Essex Financial Services, Inc.13,91314,031+1180.020.02-0.01buy
Tower Research Capital LLC (TRC)202278+760.000.00+0.00buy
Farther Finance Advisors, LLC1,4981,506+80.000.00-0.00buy
BARCLAYS PLC06+60.000.00+0.00buy
NewEdge Advisors, LLC1,6381,643+50.000.00-0.00buy
Bernard Wealth Management Corp.249251+20.000.00-0.00buy
Lido Advisors, LLC79,98179,982+10.010.01-0.00buy
ASSETMARK, INC181800.000.00-0.00hold
Allworth Financial LP50050000.000.00-0.00hold
PECAUT & CO.33,96333,96300.350.26-0.08hold
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,0001,00000.010.01-0.00hold
BEACON INVESTMENT ADVISORY SERVICES, INC.30030000.000.00-0.00hold
Acorn Wealth Advisors, LLC11,00011,00000.100.07-0.03hold
Golden State Wealth Management, LLC50050000.000.00-0.00hold
CoreCap Advisors, LLC20020000.000.00-0.00hold
Quent Capital, LLC3,0413,04100.010.00-0.00hold
Financial Perspectives, Inc10010000.000.00-0.00hold
Westmount Partners, LLC16,85616,85600.130.09-0.04hold
FIFTH THIRD BANCORP55055000.000.00-0.00hold
CULLEN/FROST BANKERS, INC.50050000.000.00-0.00hold
HUNTINGTON NATIONAL BANK1100.000.00-0.00hold
NBC SECURITIES, INC.30,74230,74200.070.05-0.02hold
GAMMA Investing LLC4026-140.000.00-0.00sell
Russell Investments Group, Ltd.17,07717,042-350.000.00-0.00sell
GHP Investment Advisors, Inc.400-400.000.00-0.00sell
WealthCollab, LLC960-960.000.00-0.00sell
GROUP ONE TRADING LLC1450-1450.000.00-0.00sell
WELLS FARGO & COMPANY/MN17,99217,658-3340.000.00-0.00sell
US BANCORP \DE\4000-4000.000.00-0.00sell
Colonial Trust Advisors7500-7500.000.00-0.00sell
MORGAN STANLEY114,045113,293-7520.000.00-0.00sell
HighTower Advisors, LLC26,51625,616-9000.000.00-0.00sell
COMMONWEALTH EQUITY SERVICES, LLC19,01118,071-9400.000.00-0.00sell
One Charles Private Wealth Services, LLC17,26316,230-1,0330.140.09-0.04sell
Janney Montgomery Scott LLC17,10015,070-2,0300.000.00-0.00sell
SIMPLEX TRADING, LLC2,483162-2,3210.000.00-0.00sell
Moors & Cabot, Inc.180,945178,289-2,6560.240.18-0.07sell
RAYMOND JAMES FINANCIAL INC12,5929,304-3,2880.000.00-0.00sell
MAI Capital Management4,5400-4,5400.000.00-0.00sell
OSAIC HOLDINGS, INC.4,8870-4,8870.000.00-0.00sell
BOURGEON CAPITAL MANAGEMENT LLC6,9990-6,9990.040.00-0.04sell
BANK OF MONTREAL /CAN/7,4010-7,4010.000.00-0.00sell
Atlas Wealth Partners, LLC7,4700-7,4700.240.00-0.24sell
AMERIPRISE FINANCIAL INC7,8440-7,8440.000.00-0.00sell
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,6180-8,6180.000.00-0.00sell
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP15,7340-15,7340.000.00-0.00sell
LPL Financial LLC18,6620-18,6620.000.00-0.00sell
UBS Group AG20,3040-20,3040.000.00-0.00sell
Redhawk Wealth Advisors, Inc.34,1410-34,1410.120.00-0.12sell
SEI INVESTMENTS CO167,76683,883-83,8830.000.00-0.00sell
BANK OF AMERICA CORP /DE/177,88144,658-133,2230.000.00-0.00sell
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