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Milestone Scientific
MLSS

28 hedge funds and large institutions have $3.83M invested in Milestone Scientific in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more capital invested

Capital invested by funds: $2.3M → $3.83M (+$1.53M)

0.79% less ownership

Funds ownership: 6.89% → 6.1% (-0.79%)

18% less funds holding

Funds holding: 34 → 28 (-6)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.85K
2
Wells Fargo
Wells Fargo
California
+$7

Top Sellers

Rank Fund Capital Flow
1
BFS
Bard Financial Services
Connecticut
-$60.2K
2
Citadel Advisors
Citadel Advisors
Florida
-$35.1K
3
Millennium Management
Millennium Management
New York
-$32.8K
4
VF
Virtu Financial
New York
-$32K
5
TRCT
Tower Research Capital (TRC)
New York
-$7.21K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.93M – – –
BCM
2
Bridgeway Capital Management
Texas
$474K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$330K – – –
Millennium Management
4
Millennium Management
New York
$248K -$32.8K -44,800 -14%
BlackRock
5
BlackRock
New York
$176K -$4.45K -6,082 -3%
BFS
6
Bard Financial Services
Connecticut
$131K -$60.2K -82,275 -36%
Mariner
7
Mariner
Kansas
$110K – – –
State Street
8
State Street
Massachusetts
$100K – – –
Northern Trust
9
Northern Trust
Illinois
$77.3K – – –
SFA
10
Sequoia Financial Advisors
Ohio
$50.9K – – –
RCM
11
Radnor Capital Management
Pennsylvania
$28K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26.2K – – –
OC
13
Oppenheimer & Co
New York
$24.8K -$3.66K -5,000 -15%
RJA
14
Raymond James & Associates
Florida
$18K – – –
PAG
15
Private Advisor Group
New Jersey
$14.7K – – –
HighTower Advisors
16
HighTower Advisors
Illinois
$14K – – –
Morgan Stanley
17
Morgan Stanley
New York
$13.7K +$2.85K +3,899 +34%
TRCT
18
Tower Research Capital (TRC)
New York
$11K -$7.21K -9,854 -43%
CP
19
Castleview Partners
Texas
$10.6K – – –
TC
20
TownSquare Capital
Utah
$9.7K – – –
DSAM
21
Dock Street Asset Management
Florida
$9K – – –
US Bancorp
22
US Bancorp
Minnesota
$8.1K – – –
PA
23
PSI Advisors
Florida
$7.47K – – –
NFSG
24
Newbridge Financial Services Group
Florida
$4.5K – – –
UBS Group
25
UBS Group
Switzerland
$3.84K – – –
1
2

MLSS Hedge Fund Activity: Q1 2023 in Review

28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Milestone Scientific (MLSS) for Q1 2023, worth a combined $3.83M — up 66% from $2.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MLSS and 0 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 2 added.

The largest buyer was Morgan Stanley, adding an estimated $2.85K. The largest seller was Bard Financial Services, cutting an estimated $60.2K.

  • 28 institutional investors held Milestone Scientific (MLSS) as of Q1 2023, down from 34 in Q4 2022.
  • Funds reported $3.83M of Milestone Scientific stock for Q1 2023, up 66% quarter-over-quarter.
  • 0 funds opened new Milestone Scientific positions in Q1 2023 and 5 closed out, a net change of -5 holders.
  • The largest Milestone Scientific buyer in Q1 2023 was Morgan Stanley, an estimated $2.85K added.
  • The largest Milestone Scientific seller in Q1 2023 was Bard Financial Services, an estimated $60.2K sold.

Based on aggregated 13F filings for Q1 2023.