Avantax Planning Partners, Inc. Mosaic CO Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	BUY	$42.39 - $57.14 $187,236 - $252,387	4,417 New	4,417 $202,000
Q3 2022 Oct 14, 2022	SELL	$43.67 - $61.77 $71,487 - $101,117	-1,637 Reduced 27.32%	4,356 $211,000
Q2 2022 Jul 18, 2022	SELL	$45.24 - $78.15 $173,721 - $300,096	-3,840 Reduced 39.05%	5,993 $283,000
Q3 2021 Oct 27, 2021	SELL	$28.79 - $36.84 $3,598 - $4,605	-125 Reduced 1.26%	9,833 $351,000
Q2 2021 Aug 10, 2021	BUY	$29.92 - $37.55 $23,936 - $30,039	800 Added 8.74%	9,958 $318,000
Q1 2021 May 06, 2021	SELL	$23.67 - $34.24 $37,422 - $54,133	-1,581 Reduced 14.72%	9,158 $289,000
Q4 2020 Feb 04, 2021	SELL	$16.75 - $23.39 $50,233 - $70,146	-2,999 Reduced 21.83%	10,739 $247,000
Q3 2020 Oct 28, 2020	BUY	$11.68 - $19.26 $11,212 - $18,489	960 Added 7.51%	13,738 $251,000
Q2 2020 Jul 15, 2020	SELL	$9.82 - $14.98 $22,075 - $33,675	-2,248 Reduced 14.96%	12,778 $160,000
Q1 2020 Apr 27, 2020	BUY	$7.01 - $22.02 $105,332 - $330,872	15,026 New	15,026 $163,000
Q2 2019 Aug 07, 2019	SELL	$21.27 - $27.92 $175,732 - $230,675	-8,262 Closed	0 $0
Q1 2019 May 08, 2019	SELL	$26.42 - $33.48 $52 - $66	-2 Reduced 0.02%	8,262 $226,000
Q4 2018 Feb 14, 2019	BUY	$27.65 - $36.99 $197,780 - $264,589	7,153 Added 643.83%	8,264 $241,000
Q3 2018 Nov 13, 2018	BUY	$27.62 - $32.61 $30,685 - $36,229	1,111 New	1,111 $36,000
Q2 2018 Aug 13, 2018	SELL	$23.67 - $29.68 $231,681 - $290,507	-9,788 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$23.57 - $28.74 $17,229 - $21,008	-731 Reduced 6.95%	9,788 $238,000
Q4 2017 Feb 09, 2018	SELL	$20.85 - $25.66 $72,891 - $89,707	-3,496 Reduced 24.94%	10,519 $270,000
Q3 2017 Oct 19, 2017	BUY	$19.39 - $24.14 $271,750 - $338,322	14,015	14,015 $303,000

Others Institutions Holding MOS

# of Institutions

736

Shares Held

265M

Call Options Held

6.1M

Put Options Held

7.72M

Vanguard Group Inc Valley Forge, PA

39.4M
Shares

$940 Million
0.02% of portfolio
Black Rock Inc. New York, NY

28.3M
Shares

$675 Million
0.02% of portfolio
Price T Rowe Associates Inc Baltimore, MD

16.3M
Shares

$390 Million
0.05% of portfolio
State Street Corp Boston, MA

14M
Shares

$335 Million
0.02% of portfolio
Capital World Investors Los Angeles, CA

11.5M
Shares

$275 Million
0.05% of portfolio

View Full List

About MOSAIC CO

Ticker MOS
Exchange NYSE
Sector Basic Materials
Industry Agricultural Inputs
Shares Outstandng 345,267,008
Market Cap $8.24B
Description
The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. The company operates through three segments: Phosphates, Potash, and Mosaic Fertilizantes. It owns and operates mines, which produce concentrated phosphate crop nutrients, such as diammonium ph...

More about MOS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account