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Milestone Pharmaceuticals in (MIST)

CUSIP: 59935V107 | NYSE | Healthcare · Biotechnology | Micro Cap | 193 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Pavaki Capital Management LLC9,337,848
2.7% of portfolio›$8.1M
Simplify Asset Management Inc.3,349,379
0.0% of portfolio›$2.9M
RVW Wealth, LLC1,148,260
0.1% of portfolio›$994.0K
Valeo Financial Advisors, LLC146,699
0.0% of portfolio›$127.0K
Pinnacle Wealth Planning Services, Inc.79,070
0.0% of portfolio›$68.5K
October Effect Ltd40,000
0.0% of portfolio›$34.6K
Welch & Forbes LLC25,000
0.0% of portfolio›$21.6K
Stephenson & Company, Inc.20,000
0.0% of portfolio›$17.3K
Taylor Financial Group, Inc.20,000
0.0% of portfolio›$17.3K
Strategic Family Wealth Counselors, L.L.C.18,875
0.0% of portfolio›$16.3K
Creative Planning13,080
0.0% of portfolio›$11.3K
Cambridge Investment Research Advisors, Inc.12,980
0.0% of portfolio›$11
Integral Investment Advisors, Inc.10,000
0.0% of portfolio›$8.7K
Secure Asset Management, LLC10,000
0.0% of portfolio›$8.7K
Atlantic Edge Private Wealth Management, LLC4,400
0.0% of portfolio›$3.8K
Simplex Trading, LLC404
0.0% of portfolio›$349
SBI Securities Co., Ltd.14
0.0% of portfolio›$12
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Pavaki Capital Management LLC
9,337,848$8.1M2.7%GARPMediumPueblo, CO2026-10-26
Simplify Asset Management Inc.
3,349,379$2.9M0.0%CoreLowLas Vegas, NV2026-10-27
RVW Wealth, LLC
1,148,260$994.0K0.1%ETFVery LowLos Angeles, CA2026-10-06
Valeo Financial Advisors, LLC
146,699$127.0K0.0%ETFLowCarmel, IN2026-10-08
Pinnacle Wealth Planning Services, Inc.
79,070$68.5K0.0%GARPLowMansfield, OH2026-10-27
October Effect Ltd
40,000$34.6K0.0%GrowthHighVirginia Beach, VA2026-10-20
Welch & Forbes LLC
25,000$21.6K0.0%CoreVery LowBoston, MA2026-11-04
Stephenson & Company, Inc.
20,000$17.3K0.0%ETFVery LowSan Clemente, CA2026-10-30
Taylor Financial Group, Inc.
20,000$17.3K0.0%CoreVery LowRoanoke, VA2026-11-02
Strategic Family Wealth Counselors, L.L.C.
18,875$16.3K0.0%ETFVery LowFairfield, NJ2026-10-29
Creative Planning
13,080$11.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
12,980$110.0%ETFLowFairfield, IA2026-11-02
Integral Investment Advisors, Inc.
10,000$8.7K0.0%ETFVery LowTurlock, CA2026-11-03
Secure Asset Management, LLC
10,000$8.7K0.0%GrowthMediumTroy, MI2026-10-19
Atlantic Edge Private Wealth Management, LLC
4,400$3.8K0.0%CoreLowJacksonville, FL2026-10-20
Simplex Trading, LLC
404$3490.0%CoreVery HighChicago, IL2026-11-04
SBI Securities Co., Ltd.
14$120.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
1$10.0%GrowthVery HighHong Kong, South Korea2026-10-29