MDRR
Medalist Diversified, Inc.
$11.52
+0.00 (+0.00%)
At close · Jul 2
Market Cap
$18.76M
Shares
1,628,500
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $472,925
Total Shares: 41,852
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 6 13F filers · Δ vs Dec 31, 2025Top Holder
98.1%
+10.5 pts
Top 5
100.0%
+0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,627
Highly concentrated+1,836
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
1
Decreased
2
Sold Out
2
Unchanged
1
Holder count:
0
Institutional value:
-18.0%
Shares held:
-10.7%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large HighTower Advisors, LLC | +6 | 41,062 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Tower Research Capital LLC (TRC) | −181 | 255 | |
| Mega UBS Group AG | −90 | 199 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large CWM, LLC | 260 | $2,938 | |
| Mega CITIGROUP INC | 1 | $11 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,000 | $61,500 | |
| Mega BANK OF AMERICA CORP /DE/ | 5 | $61 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large HighTower Advisors, LLC | $464,000 | 98.11% | 41,062 | Shares | Sole | 2026-05-05 | ||||
| Large CWM, LLC | $2,938 | 0.62% | 260 | Shares | Sole | 2026-05-14 | ||||
| Mid Tower Research Capital LLC (TRC) | $2,881 | 0.61% | 255 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $2,248 | 0.48% | 199 | Shares | Defined | 2026-05-05 | ||||
| Large NISA INVESTMENT ADVISORS, LLC | $847 | 0.18% | 75 | Shares | Sole | 2026-04-30 | ||||
| Mega CITIGROUP INC | $11 | 0.00% | 1 | Shares | Defined | 2026-05-11 | ||||
| No holders match your search. | ||||||||||