Institutional Ownership Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS). We have compiled data on the 734 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $7.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
44
shares
|
$1,137
0.0% of portfolio
|
Q3 2024
Reduced 27.87%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
43
shares
|
$1,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
43
shares
|
$1,111
0.0% of portfolio
|
Q2 2023
Reduced 43.42%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
40
shares
|
$1,034
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$1,008
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
39
shares
|
$1,008
0.0% of portfolio
|
Q3 2024
Reduced 75.32%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
38
shares
|
$982
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
37
shares
|
$956
0.0% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
36
shares
|
$930
0.0% of portfolio
|
Q2 2024
Added 71.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
36
shares
|
$930
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
34
shares
|
$879
0.0% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
31
shares
|
$801
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
29
shares
|
$749
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
25
shares
|
$646
0.0% of portfolio
|
Q1 2024
Reduced 52.83%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
22
shares
|
$568
0.0% of portfolio
|
Q3 2023
Reduced 81.97%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
20
shares
|
$517
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
19
shares
|
$491
0.0% of portfolio
|
Q2 2024
Added 11.76%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
16
shares
|
$413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
16
shares
|
$413
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
15
shares
|
$387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$362
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
14
shares
|
$362
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
14
shares
|
$362
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
12
shares
|
$310
0.0% of portfolio
|
Q3 2023
Reduced 74.47%
|