Medalist DiversifiedMDRR
13F holders, Q2 2025 (June 30)7holders +2
2new positions
0sold out
$10.44avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Medalist Diversified Inc. (MDRR) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were HighTower Advisors, LLC ($1.1M), UBS Group AG ($66K) and Halbert Hargrove Global Advisors, LLC ($52K).
- Company
- Medalist Diversified Inc.
- CUSIP
- 58403P402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 102,447 shares bought, net +102,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| HighTower Advisors, LLC | 0.00% | New | 101,045 | $1.1M |
| UBS Group AG | 0.00% | Add +25.2% | 6,293 | $66K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 5,000 | $52K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,748 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 135 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 75 | $806 |
| Bank of America Corp. | 0.00% | No change | 6 | $63 |
"% of holder's portfolio" is MDRR's weight in each manager's 13F, not the share of Medalist Diversified Inc. the manager owns.