Medalist DiversifiedMDRR
13F holders, Q3 2025 (September 30)7holders
1new positions
1sold out
$13.55avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Medalist Diversified Inc. (MDRR) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($1.4M), Halbert Hargrove Global Advisors, LLC ($68K) and UBS Group AG ($62K).
- Company
- Medalist Diversified Inc.
- CUSIP
- 58403P402
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $29K |
All 13F filers, Q2 2025 → Q3 2025: 235 shares bought and 4,467 shares sold, net −4,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 101,051 | $1.4M |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 5,000 | $68K |
| UBS Group AG | 0.00% | Reduce -27.3% | 4,574 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +54.8% | 209 | $3K |
| Wealthspire Advisors, LLC | 0.00% | New | 155 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 75 | $1K |
| Bank of America Corp. | 0.00% | No change | 6 | $81 |
"% of holder's portfolio" is MDRR's weight in each manager's 13F, not the share of Medalist Diversified Inc. the manager owns.