Purchases and Sales Made in Q1 2023 in Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS) during Q1 2023. 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 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
157+ 2.1% |
$6.66K - $8.97K
|
7.64K
$276K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
157+ 1.83% |
$6.66K - $8.97K
|
8.74K
$316K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
150New |
$6.36K - $8.57K
|
150
$5.42K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
144New |
$6.1K - $8.23K
|
144
$5.2K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
142+ 0.2% |
$6.02K - $8.11K
|
72.1K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
140New |
$5.93K - $8K
|
140
$5.06K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
139+ 1.26% |
$5.89K - $7.94K
|
11.2K
$405K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
127New |
$5.38K - $7.26K
|
127
$4.59K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
126New |
$5.34K - $7.2K
|
126
$4.55K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
120+ 1.04% |
$5.09K - $6.86K
|
11.7K
$421K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
120+ 5.19% |
$5.09K - $6.86K
|
2.43K
$87.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
119+ 43.12% |
$5.04K - $6.8K
|
395
$14.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.45% |
$4.24K - $5.71K
|
22.1K
$799K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
96+ 131.51% |
$4.07K - $5.49K
|
169
$6.11K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
88New |
$3.73K - $5.03K
|
88
$3.18K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
84+ 80.77% |
$3.56K - $4.8K
|
188
$6.79K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
80+ 0.16% |
$3.39K - $4.57K
|
48.8K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
79+ 1.81% |
$3.35K - $4.51K
|
4.45K
$161K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
76New |
$3.22K - $4.34K
|
76
$2.75K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63+ 0.87% |
$2.67K - $3.6K
|
7.32K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
59+ 17.93% |
$2.5K - $3.37K
|
388
$14K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
59+ 0.12% |
$2.5K - $3.37K
|
51K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
54New |
$2.29K - $3.09K
|
54
$1.95K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
48+ 3.88% |
$2.03K - $2.74K
|
1.29K
$46.4K
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
48New |
$2.03K - $2.74K
|
48
$1.73K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
45+ 0.16% |
$1.91K - $2.57K
|
28.8K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
42+ 2.13% |
$1.78K - $2.4K
|
2.01K
$72.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
40+ 0.84% |
$1.7K - $2.29K
|
4.81K
$174K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
34+ 0.22% |
$1.44K - $1.94K
|
15.3K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
31+ 0.29% |
$1.31K - $1.77K
|
10.7K
$387K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25+ 89.29% |
$1.06K - $1.43K
|
53
$1.92K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
23+ 4.37% |
$975 - $1.31K
|
549
$19.8K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23+ 60.53% |
$975 - $1.31K
|
61
$2.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
21+ 0.45% |
$890 - $1.2K
|
4.72K
$171K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20New |
$848 - $1.14K
|
20
$723
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
19+ 1.19% |
$805 - $1.09K
|
1.62K
$58.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17New |
$721 - $971
|
17
$614
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 0.55% |
$551 - $743
|
2.39K
$86.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 2.8% |
$551 - $743
|
478
$17.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
12+ 8.82% |
$509 - $686
|
148
$5.35K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10New |
$424 - $571
|
10
$361
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 66.67% |
$170 - $229
|
10
$361
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 0.64% |
$127 - $171
|
469
$16.9K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2+ 0.04% |
$84.8 - $114
|
5.26K
$190K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.1% |
$84.8 - $114
|
2.05K
$74.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 25.0% |
$42.4 - $57.1
|
5
$181
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.28% |
$42.4 - $57.1
|
79
$2.86K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 2.33% |
$42.4 - $57.1
|
44
$1.59K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.39% |
$42.4 - $57.1
|
256
$9.25K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$42.4 - $57.1
|
33
$1.19K
|