Latest Institutional Purchases of Mosaic CO (MOS)
This list provides information on the latest institutional transactions involving Mosaic CO (MOS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.25KNew |
$237K - $410K
|
5.25K
$127K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.99KNew |
$226K - $390K
|
4.99K
$121K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.98KNew |
$225K - $389K
|
4.98K
$121K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
2.73KNew |
$123K - $213K
|
2.73K
$66.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.26K+ 5.87% |
$57K - $98.4K
|
22.7K
$551K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1K+ 166.67% |
$45.2K - $78.2K
|
1.6K
$38.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
663+ 28.16% |
$30K - $51.8K
|
3.02K
$73.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
622+ 14.03% |
$28.1K - $48.6K
|
5.06K
$123K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
471+ 6.25% |
$21.3K - $36.8K
|
8.01K
$194K
|
|
|
Mar 10, 2023
Q2 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
440+ 8.59% |
$19.9K - $34.4K
|
5.56K
$135K
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
185New |
$8.37K - $14.5K
|
185
$4.49K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
105New |
$4.75K - $8.21K
|
105
$2.55K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
75New |
$3.39K - $5.86K
|
75
$1.82K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
60+ 68.18% |
$2.71K - $4.69K
|
148
$3.59K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
36New |
$1.63K - $2.81K
|
36
$874
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
31New |
$1.4K - $2.42K
|
31
$753
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25New |
$1.13K - $1.95K
|
25
$607
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
15New |
$679 - $1.17K
|
15
$364
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
10New |
$452 - $782
|
10
$243
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$90.5 - $156
|
2
$48.6
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
50KNew |
$1.95M - $3.57M
|
50K
$1.21M
|
|
|
May 04, 2022
Q1 2022
|
Aquila Investment Management LLC
|
BUY
|
- |
7KNew |
$273K - $499K
|
7K
$170K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.81KNew |
$149K - $272K
|
3.81K
$92.6K
|
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
2.5KNew |
$97.5K - $178K
|
2.5K
$60.7K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.3K+ 9285.71% |
$50.7K - $92.7K
|
1.31K
$31.9K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
505New |
$19.7K - $36K
|
505
$12.3K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
500New |
$19.5K - $35.7K
|
500
$12.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
343New |
$13.4K - $24.5K
|
343
$8.33K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200New |
$7.8K - $14.3K
|
200
$4.86K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
60+ 57.14% |
$2.34K - $4.28K
|
165
$4.01K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
56+ 16.42% |
$2.18K - $4K
|
397
$9.64K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
53+ 4.34% |
$2.07K - $3.78K
|
1.27K
$30.9K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Soroban Capital Partners LP
New York, NY |
BUY
|
CALL |
5MNew |
$168M - $212M
|
5M
$121M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
3MNew |
$101M - $127M
|
3M
$72.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Game Creek Capital, LP
Boston, MA |
BUY
|
CALL |
20KNew |
$672K - $849K
|
20K
$486K
|
|
|
Feb 08, 2022
Q4 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
5.36KNew |
$180K - $227K
|
5.36K
$130K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
100New |
$3.36K - $4.25K
|
100
$2.43K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
14New |
$471 - $595
|
14
$340
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
102K+ 1436.62% |
$2.94M - $3.76M
|
109K
$2.65M
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
78.5KNew |
$2.26M - $2.89M
|
78.5K
$1.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
11.6KNew |
$335K - $429K
|
11.6K
$282K
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4.8K+ 400.0% |
$138K - $177K
|
6K
$146K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
3.2KNew |
$92K - $118K
|
3.2K
$77.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
28New |
$806 - $1.03K
|
28
$680
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
134KNew |
$4.01M - $5.03M
|
134K
$3.25M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
21.7KNew |
$648K - $813K
|
21.7K
$526K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
20.3KNew |
$609K - $764K
|
20.3K
$494K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4K+ 25.66% |
$120K - $150K
|
19.6K
$476K
|
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3KNew |
$89.8K - $113K
|
3K
$72.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
11New |
$329 - $413
|
11
$267
|
|