Purchases and Sales Made in Q1 2022 in Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS) during Q1 2022. The information is specifically focused on institutions that hold shares of MOSAIC CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$7.8K - $14.3K
|
200
$5.22K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
188+ 44.76% |
$7.33K - $13.4K
|
608
$15.9K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
186+ 16.06% |
$7.25K - $13.3K
|
1.34K
$35.1K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
178New |
$6.94K - $12.7K
|
178
$4.65K
|
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
156+ 2.97% |
$6.08K - $11.1K
|
5.41K
$141K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
156New |
$6.08K - $11.1K
|
156
$4.07K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
152New |
$5.93K - $10.8K
|
152
$3.97K
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
150New |
$5.85K - $10.7K
|
150
$3.92K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150+ 6.25% |
$5.85K - $10.7K
|
2.55K
$66.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
112New |
$4.37K - $7.99K
|
112
$2.93K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
107New |
$4.17K - $7.63K
|
107
$2.79K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
107New |
$4.17K - $7.63K
|
107
$2.79K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
103+ 60.59% |
$4.02K - $7.35K
|
273
$7.13K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100New |
$3.9K - $7.13K
|
100
$2.61K
|
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
100New |
$3.9K - $7.13K
|
100
$2.61K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
96New |
$3.74K - $6.85K
|
96
$2.51K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
90New |
$3.51K - $6.42K
|
90
$2.35K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
90+ 0.51% |
$3.51K - $6.42K
|
17.8K
$464K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 26.63% |
$3.35K - $6.14K
|
409
$10.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
76+ 4.93% |
$2.96K - $5.42K
|
1.62K
$42.2K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
75New |
$2.93K - $5.35K
|
75
$1.96K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
74+ 29.13% |
$2.89K - $5.28K
|
328
$8.57K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
68New |
$2.65K - $4.85K
|
68
$1.78K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
67+ 15.09% |
$2.61K - $4.78K
|
511
$13.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
65+ 27.08% |
$2.54K - $4.64K
|
305
$7.97K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
65+ 103.17% |
$2.54K - $4.64K
|
128
$3.34K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
63New |
$2.46K - $4.49K
|
63
$1.65K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
60+ 57.14% |
$2.34K - $4.28K
|
165
$4.31K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
56+ 16.42% |
$2.18K - $4K
|
397
$10.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
54New |
$2.11K - $3.85K
|
54
$1.41K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
53+ 4.34% |
$2.07K - $3.78K
|
1.27K
$33.3K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 104.17% |
$1.95K - $3.57K
|
98
$2.56K
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
49+ 4.72% |
$1.91K - $3.5K
|
1.09K
$28.4K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46+ 0.7% |
$1.79K - $3.28K
|
6.59K
$172K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 6.12% |
$1.56K - $2.85K
|
694
$18.1K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39+ 0.24% |
$1.52K - $2.78K
|
16.3K
$425K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26New |
$1.01K - $1.85K
|
26
$679
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 19.08% |
$975 - $1.78K
|
156
$4.07K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
21New |
$819 - $1.5K
|
21
$549
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
21+ 0.3% |
$819 - $1.5K
|
7.07K
$185K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
20New |
$780 - $1.43K
|
20
$522
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
17+ 37.78% |
$663 - $1.21K
|
62
$1.62K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
15New |
$585 - $1.07K
|
15
$392
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
15+ 4.16% |
$585 - $1.07K
|
376
$9.82K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
10New |
$390 - $713
|
10
$261
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 5.11% |
$351 - $642
|
185
$4.83K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
7+ 2.4% |
$273 - $499
|
299
$7.81K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2New |
$78 - $143
|
2
$52.2
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.3% |
$39 - $71.3
|
78
$2.04K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.2% |
$39 - $71.3
|
512
$13.4K
|