Milestone Scientific Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MARINER, LLC | 08/14/2025 | 196.75 K | $125.23 K | 61.60% | 0.24% |
| CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 07/31/2025 | 164.61 K | $104.77 K | 100.00% | 0.20% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/04/2025 | 100.00 K | $63.65 K | 0.00% | 0.12% |
| BLACKROCK, INC. | 08/12/2025 | 70.82 K | $45.08 K | 0.41% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 62.00 K | $39.46 K | 416.67% | 0.08% |
| 08/01/2025 | 49.10 K | $31.25 K | 0.00% | 0.06% | |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/25/2025 | 43.42 K | $27.64 K | -3.51% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 08/15/2025 | 41.10 K | $26.16 K | 0.00% | 0.05% |
| VIRTU FINANCIAL LLC | 08/12/2025 | 31.75 K | $20.00 K | 100.00% | 0.04% |
| RADNOR CAPITAL MANAGEMENT, LLC | 07/09/2025 | 31.00 K | $20.00 K | 0.00% | 0.04% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/19/2025 | 16.50 K | $10.50 K | 83.33% | 0.02% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 07/18/2025 | 14.65 K | $9.33 K | 21.08% | 0.02% |
| DOCK STREET ASSET MANAGEMENT INC | 07/28/2025 | 10.00 K | $6.37 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2025 | 6.40 K | $4.00 K | 100.00% | 0.01% |
| MORGAN STANLEY | 08/15/2025 | 5.51 K | $3.51 M | 0.00% | 0.01% |
| 08/08/2025 | 10 | $6 | 0.00% | 0.00% | |
| XTX TOPCO LTD | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
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Milestone Scientific Inc. institutional Ownership - FAQ's
During the previous two years, 25 institutional investors and hedge funds held shares of Milestone Scientific Inc.. The most heavily invested institutionals were:
Mariner, LLC: 196,750
Carnegie Capital Asset Management, LLC: 164,609
Pensionmark Financial Group, LLC: 100,000
BlackRock, Inc.: 70,818
RAYMOND JAMES FINANCIAL INC: 62,000
Sequoia Financial Advisors, LLC: 43,422
5.70% of Milestone Scientific Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.89 M shares in the last 24 months. This purchase volume represents approximately $1.68 M in transactions.