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Institutional Holdings
MSBOwnership Summary
Institutions Holding
6
Total Shares Held
850,388
Total Value Held
$21,514,835
Quarter
2026-06-30
Active Positions
Increased Positions
3
830,846 shares
Decreased Positions
0
0 shares
Held Positions
1
17,042 shares
New Positions
1
2,500 shares
Sold Out Positions
1
1,000 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VALUEWORKS LLC | 669,733 | $16,944,253 | ▲ +23,151 | 3.54% | 2026-06-30 |
| Bank of New York Mellon Corp | 101,464 | $2,567,051 | ▲ +1,266 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 59,649 | $1,509,119 | ▲ +2,139 | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 17,042 | $431,162 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 2,500 | $63,250 | New position | 0.00% | 2026-06-30 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 0 | $0 | Sold out | 2026-06-30 |