Purchases and Sales Made in Q1 2024 in Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
64New |
$1.89K - $2.35K
|
64
$1.67K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
64+ 118.52% |
$1.89K - $2.35K
|
118
$3.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 8.47% |
$1.53K - $1.91K
|
666
$17.4K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
52+ 55.32% |
$1.53K - $1.91K
|
146
$3.81K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
50New |
$1.48K - $1.83K
|
50
$1.31K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
40New |
$1.18K - $1.47K
|
40
$1.04K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 133.33% |
$1.18K - $1.47K
|
70
$1.83K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
36+ 13.28% |
$1.06K - $1.32K
|
307
$8.02K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
31New |
$915 - $1.14K
|
31
$810
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
30New |
$885 - $1.1K
|
30
$784
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.27% |
$797 - $990
|
9.92K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
26+ 0.36% |
$767 - $953
|
7.23K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
25+ 0.24% |
$738 - $916
|
10.4K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
25New |
$738 - $916
|
25
$653
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21New |
$620 - $770
|
21
$549
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 2.23% |
$413 - $513
|
643
$16.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
14+ 0.11% |
$413 - $513
|
12.8K
$334K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 41.18% |
$413 - $513
|
48
$1.25K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11New |
$325 - $403
|
11
$287
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 7.14% |
$295 - $367
|
150
$3.92K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$236 - $293
|
8
$209
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 70.0% |
$207 - $257
|
17
$444
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 21.43% |
$177 - $220
|
34
$888
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$148 - $183
|
5
$131
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5+ 0.02% |
$148 - $183
|
22.4K
$585K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 0.02% |
$148 - $183
|
28.8K
$752K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$148 - $183
|
5
$131
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.78% |
$59 - $73.3
|
257
$6.71K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 0.61% |
$29.5 - $36.7
|
164
$4.28K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 2.27% |
$29.5 - $36.7
|
45
$1.18K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.25% |
$29.5 - $36.7
|
81
$2.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.06% |
$29.5 - $36.7
|
1.63K
$42.4K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2- 0.65% |
$59 - $73.3
|
304
$7.94K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 9.38% |
$88.5 - $110
|
29
$757
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-4- 1.32% |
$118 - $147
|
300
$7.84K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 10.71% |
$177 - $220
|
50
$1.31K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7- 0.08% |
$207 - $257
|
8.35K
$218K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-13- 27.08% |
$384 - $476
|
35
$914
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13- 0.17% |
$384 - $476
|
7.51K
$196K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 6.54% |
$413 - $513
|
200
$5.22K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-14- 12.28% |
$413 - $513
|
100
$2.61K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-15- 2.65% |
$443 - $550
|
550
$14.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-22- 33.85% |
$649 - $806
|
43
$1.12K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-23- 4.19% |
$679 - $843
|
526
$13.7K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-23- 0.12% |
$679 - $843
|
19.2K
$501K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 5.2% |
$679 - $843
|
419
$10.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-26- 3.15% |
$767 - $953
|
800
$20.9K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-28- 52.83% |
$826 - $1.03K
|
25
$653
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-28- 6.93% |
$826 - $1.03K
|
376
$9.82K
|