Medalist DiversifiedMDRR
13F holders, Q1 2025 (March 31)5holders +1
1new positions
0sold out
$12.53avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Medalist Diversified Inc. (MDRR) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were UBS Group AG ($63K), Halbert Hargrove Global Advisors, LLC ($63K) and Northwestern Mutual Wealth Management Co. ($34K).
- Company
- Medalist Diversified Inc.
- CUSIP
- 58403P402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $63K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 5,026 shares bought, net +5,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| UBS Group AG | 0.00% | New | 5,026 | $63K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 5,000 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,748 | $34K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 75 | $926 |
| Bank of America Corp. | 0.00% | No change | 6 | $75 |
"% of holder's portfolio" is MDRR's weight in each manager's 13F, not the share of Medalist Diversified Inc. the manager owns.