Medalist DiversifiedMDRR
13F holders, Q4 2024 (December 31)4holders −1
1new positions
2sold out
$13.30avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Medalist Diversified Inc. (MDRR) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($67K), Northwestern Mutual Wealth Management Co. ($37K) and Nisa Investment Advisors, LLC ($945).
- Company
- Medalist Diversified Inc.
- CUSIP
- 58403P402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $67K |
| Exits | 2 | $547K |
All 13F filers, Q3 2024 → Q4 2024: 5,000 shares bought and 45,576 shares sold, net −40,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 5,000 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,748 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 75 | $945 |
| Bank of America Corp. | 0.00% | Reduce -80.0% | 6 | $80 |
"% of holder's portfolio" is MDRR's weight in each manager's 13F, not the share of Medalist Diversified Inc. the manager owns.