Latest Institutional Transactions on Mosaic CO (MOS)
This table provides information on the latest institutional transactions involving Mosaic CO (MOS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
5.65KNew |
$180K - $216K
|
5.65K
$148K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-24- 4.92% |
$766 - $916
|
464
$12.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
47New |
$1.5K - $1.79K
|
47
$1.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
72+ 0.99% |
$2.3K - $2.75K
|
7.31K
$191K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
25K+ 25.0% |
$798K - $954K
|
125K
$3.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
105+ 166.67% |
$3.35K - $4.01K
|
168
$4.39K
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-988K- 56.89% |
$31.6M - $37.7M
|
749K
$19.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
225New |
$7.18K - $8.58K
|
225
$5.88K
|
|
|
Feb 07, 2024
Q4 2023
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
93.4KNew |
$2.98M - $3.56M
|
93.4K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
9.31KNew |
$297K - $355K
|
9.31K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 12.57% |
$46.2K - $55.2K
|
13K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Boundary Creek Advisors LP
|
SELL
|
CALL |
-500K- 26.3% |
$16M - $19.1M
|
1.4M
$36.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.2K+ 63.75% |
$134K - $160K
|
10.8K
$282K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8.88KNew |
$284K - $339K
|
8.88K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.03% |
$31.9 - $38.2
|
34
$888
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
27K+ 34.62% |
$862K - $1.03M
|
105K
$2.74M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
100New |
$3.19K - $3.82K
|
100
$2.61K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
39New |
$1.25K - $1.49K
|
39
$1.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-63- 0.65% |
$2.01K - $2.4K
|
9.64K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$6.39K - $7.63K
|
200
$5.22K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 1.16% |
$192 - $229
|
525
$13.7K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7New |
$224 - $267
|
7
$183
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.42K+ 9.07% |
$173K - $207K
|
65.1K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
8.4KNew |
$268K - $320K
|
8.4K
$219K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$447 - $534
|
14
$366
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.78KNew |
$185K - $221K
|
5.78K
$151K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-873- 13.28% |
$27.9K - $33.3K
|
5.7K
$149K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-7.97K- 55.84% |
$254K - $304K
|
6.3K
$165K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
119New |
$3.8K - $4.54K
|
119
$3.11K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
33K+ 17.01% |
$1.05M - $1.26M
|
227K
$5.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.4K- 14.51% |
$44.7K - $53.4K
|
8.25K
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.66K+ 13.13% |
$149K - $178K
|
40.1K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.75KNew |
$184K - $219K
|
5.75K
$150K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-996- 14.56% |
$31.8K - $38K
|
5.84K
$153K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.9K+ 7.61% |
$157K - $187K
|
69.3K
$1.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-239- 2.23% |
$7.63K - $9.12K
|
10.5K
$274K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20- 0.35% |
$639 - $763
|
5.62K
$147K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-400- 3.81% |
$12.8K - $15.3K
|
10.1K
$263K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 0.24% |
$3.19K - $3.82K
|
41.4K
$1.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-53.9K- 70.96% |
$1.72M - $2.06M
|
22K
$576K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 3.85% |
$3.19K - $3.82K
|
2.5K
$65.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.53K- 28.93% |
$113K - $135K
|
8.67K
$226K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.05MNew |
$106M - $129M
|
3.05M
$79.6M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
100KNew |
$3.49M - $4.24M
|
100K
$2.61M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
211New |
$7.36K - $8.95K
|
211
$5.51K
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-5.31K- 22.9% |
$185K - $225K
|
17.9K
$467K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
200+ 0.07% |
$6.98K - $8.48K
|
288K
$7.52M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
22.1KNew |
$771K - $938K
|
22.1K
$577K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-35- 74.47% |
$1.22K - $1.48K
|
12
$313
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.12K- 35.37% |
$39.1K - $47.6K
|
2.05K
$53.5K
|
|