BerganKDV Wealth Management, LLC - MESABI TR ownership

MESABI TR's ticker is MSB and the CUSIP is 590672101. A total of 59 filers reported holding MESABI TR in Q1 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of MESABI TR
ValueSharesWeighting
Q2 2023$189,201
-19.1%
9,2700.0%0.02%
-20.8%
Q1 2023$233,975
+40.3%
9,2700.0%0.02%
+33.3%
Q4 2022$166,767
-15.8%
9,2700.0%0.02%
-25.0%
Q3 2022$198,000
-12.4%
9,2700.0%0.02%
-7.7%
Q2 2022$226,000
-8.5%
9,2700.0%0.03%0.0%
Q1 2022$247,000
+0.8%
9,2700.0%0.03%0.0%
Q4 2021$245,000
-17.5%
9,270
-7.3%
0.03%
-23.5%
Q3 2021$297,000
-30.1%
10,000
-16.7%
0.03%
-32.0%
Q2 2021$425,000
+17.4%
12,0000.0%0.05%
+8.7%
Q1 2021$362,000
+7.7%
12,0000.0%0.05%
-2.1%
Q4 2020$336,000
+31.2%
12,0000.0%0.05%
+14.6%
Q3 2020$256,000
+21.9%
12,0000.0%0.04%
+13.9%
Q2 2020$210,000
+22.1%
12,0000.0%0.04%
+2.9%
Q1 2020$172,000
-39.2%
12,0000.0%0.04%
-30.0%
Q4 2019$283,000
-1.0%
12,0000.0%0.05%
-12.3%
Q3 2019$286,000
-19.2%
12,0000.0%0.06%
-18.6%
Q2 2019$354,000
+0.9%
12,0000.0%0.07%
-2.8%
Q1 2019$351,000
+23.6%
12,0000.0%0.07%
+9.1%
Q4 2018$284,000
-31.2%
12,000
-23.1%
0.07%
-25.8%
Q3 2018$413,000
+40.0%
15,600
+30.0%
0.09%
+34.8%
Q2 2018$295,000
-4.5%
12,0000.0%0.07%
-22.4%
Q1 2018$309,000
+2.3%
12,0000.0%0.08%
+18.1%
Q4 2017$302,000
+9.4%
12,0000.0%0.07%
+4.3%
Q3 2017$276,000
+68.3%
12,0000.0%0.07%
+46.8%
Q2 2017$164,000
-8.9%
12,0000.0%0.05%
-11.3%
Q1 2017$180,000
+40.6%
12,0000.0%0.05%
+23.3%
Q4 2016$128,000
+15.3%
12,0000.0%0.04%
+13.2%
Q3 2016$111,000
-44.8%
12,000
-50.0%
0.04%
-24.0%
Q2 2016$201,000
+179.2%
24,000
+100.0%
0.05%
+16.3%
Q1 2016$72,00012,0000.04%
Other shareholders
MESABI TR shareholders Q1 2021
NameSharesValueWeighting ↓
BEDDOW CAPITAL MANAGEMENT INC 645,896$6,911,0002.75%
SFE Investment Counsel 358,254$4,693,0001.81%
VALUEWORKS LLC 204,162$2,185,0001.72%
Freestone Capital Holdings, LLC 336,393$3,600,0000.31%
LUCAS CAPITAL MANAGEMENT 24,910$267,0000.19%
Hodges Capital Management Inc. 95,700$1,024,0000.05%
BerganKDV Wealth Management, LLC 12,000$128,0000.04%
Hudock, Inc. 548$5,0000.00%
D.A. DAVIDSON & CO. 12,612$134,0000.00%
Renaissance Technologies 39,293$420,0000.00%
View complete list of MESABI TR shareholders