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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1- 0.01% |
$42.4 - $57.1
|
10.7K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 4.55% |
$127 - $171
|
63
$1.53K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 12.5% |
$212 - $286
|
35
$850
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 1.94% |
$466 - $629
|
556
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-14- 0.09% |
$593 - $800
|
15.9K
$386K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-14- 77.78% |
$593 - $800
|
4
$97.1
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19- 0.8% |
$805 - $1.09K
|
2.36K
$57.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 20.35% |
$975 - $1.31K
|
90
$2.19K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-25- 16.03% |
$1.06K - $1.43K
|
131
$3.18K
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-25- 0.02% |
$1.06K - $1.43K
|
129K
$3.14M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 16.03% |
$1.06K - $1.43K
|
131
$3.18K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-26- 1.13% |
$1.1K - $1.49K
|
2.27K
$55.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-28- 5.21% |
$1.19K - $1.6K
|
509
$12.4K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-28- 14.0% |
$1.19K - $1.6K
|
172
$4.18K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-32- 1.15% |
$1.36K - $1.83K
|
2.74K
$66.6K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-40- 83.33% |
$1.7K - $2.29K
|
8
$194
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-40- 0.18% |
$1.7K - $2.29K
|
22.5K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-42- 0.51% |
$1.78K - $2.4K
|
8.15K
$198K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-55- 4.85% |
$2.33K - $3.14K
|
1.08K
$26.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-58- 54.72% |
$2.46K - $3.31K
|
48
$1.17K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-65- 3.38% |
$2.76K - $3.71K
|
1.86K
$45.2K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-65- 0.14% |
$2.76K - $3.71K
|
48.1K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-68- 1.52% |
$2.88K - $3.89K
|
4.4K
$107K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-74- 1.54% |
$3.14K - $4.23K
|
4.72K
$115K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-76- 0.89% |
$3.22K - $4.34K
|
8.45K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-79- 1.09% |
$3.35K - $4.51K
|
7.16K
$174K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 14.38% |
$3.56K - $4.8K
|
500
$12.1K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-89- 1.6% |
$3.77K - $5.09K
|
5.47K
$133K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.53% |
$4.24K - $5.71K
|
18.9K
$458K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-106- 19.1% |
$4.49K - $6.06K
|
449
$10.9K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-108- 1.25% |
$4.58K - $6.17K
|
8.51K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-115- 1.42% |
$4.87K - $6.57K
|
7.97K
$194K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-128- 0.21% |
$5.43K - $7.31K
|
59.8K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-132- 17.28% |
$5.6K - $7.54K
|
632
$15.3K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-134- 1.85% |
$5.68K - $7.66K
|
7.11K
$173K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-144Closed |
$6.1K - $8.23K
|
0
$0
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 20.27% |
$6.36K - $8.57K
|
590
$14.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-153- 21.22% |
$6.49K - $8.74K
|
568
$13.8K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-157- 0.21% |
$6.66K - $8.97K
|
75.6K
$1.84M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 14.08% |
$7.33K - $9.89K
|
1.06K
$25.6K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-177- 0.11% |
$7.5K - $10.1K
|
161K
$3.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-195- 15.78% |
$8.27K - $11.1K
|
1.04K
$25.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-200- 11.87% |
$8.48K - $11.4K
|
1.49K
$36.1K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-200Closed |
$8.48K - $11.4K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-224- 0.44% |
$9.5K - $12.8K
|
50.5K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-224- 0.83% |
$9.5K - $12.8K
|
26.9K
$654K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-228- 3.37% |
$9.66K - $13K
|
6.54K
$159K
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-235- 0.42% |
$9.96K - $13.4K
|
55.9K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-248- 6.52% |
$10.5K - $14.2K
|
3.56K
$86.3K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-253- 2.69% |
$10.7K - $14.5K
|
9.14K
$222K
|