Medalist DiversifiedMDRR
13F holders, Q3 2024 (September 30)5holders
$12.01avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Medalist Diversified Inc. (MDRR) in their 13F filings. The largest holders were EP Wealth Advisors, LLC ($545K), Northwestern Mutual Wealth Management Co. ($33K) and UBS Group AG ($2K).
- Company
- Medalist Diversified Inc.
- CUSIP
- 58403P402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $581K |
| Exits | 0 | $0 |
Ownership 5 holders
| EP Wealth Advisors, LLC | 0.00% | New | 45,345 | $545K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,748 | $33K |
| UBS Group AG | 0.00% | New | 207 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | New | 75 | $926 |
| Bank of America Corp. | 0.00% | New | 30 | $360 |
"% of holder's portfolio" is MDRR's weight in each manager's 13F, not the share of Medalist Diversified Inc. the manager owns.