Purchases and Sales Made in Q2 2023 in Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
354+ 49.24% |
$11.2K - $16.8K
|
1.07K
$26.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
351+ 12.8% |
$11.1K - $16.7K
|
3.09K
$75.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
345+ 0.24% |
$10.9K - $16.4K
|
147K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
301+ 6.76% |
$9.54K - $14.3K
|
4.75K
$115K
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
300+ 4.67% |
$9.51K - $14.2K
|
6.72K
$163K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
260+ 2.71% |
$8.24K - $12.3K
|
9.84K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
236+ 2.58% |
$7.48K - $11.2K
|
9.37K
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
235+ 2.72% |
$7.45K - $11.2K
|
8.87K
$215K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
233+ 0.88% |
$7.39K - $11.1K
|
26.6K
$645K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
201+ 0.35% |
$6.37K - $9.54K
|
57.9K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
198+ 0.67% |
$6.28K - $9.4K
|
29.7K
$720K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
196+ 502.56% |
$6.22K - $9.3K
|
235
$5.71K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
193+ 371.15% |
$6.12K - $9.16K
|
245
$5.95K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
175+ 2.97% |
$5.55K - $8.31K
|
6.08K
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
163New |
$5.17K - $7.74K
|
163
$3.96K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
154+ 2.55% |
$4.88K - $7.31K
|
6.19K
$150K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$4.76K - $7.12K
|
150
$3.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
130+ 0.82% |
$4.12K - $6.17K
|
16K
$389K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
128+ 100.79% |
$4.06K - $6.07K
|
255
$6.19K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
128New |
$4.06K - $6.07K
|
128
$3.11K
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
124+ 0.01% |
$3.93K - $5.89K
|
1.18M
$28.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
115New |
$3.65K - $5.46K
|
115
$2.79K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
115+ 6.18% |
$3.65K - $5.46K
|
1.98K
$48K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
105New |
$3.33K - $4.98K
|
105
$2.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100+ 454.55% |
$3.17K - $4.75K
|
122
$2.96K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
98New |
$3.11K - $4.65K
|
98
$2.38K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
87+ 22.42% |
$2.76K - $4.13K
|
475
$11.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
80+ 2.72% |
$2.54K - $3.8K
|
3.02K
$73.4K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
70New |
$2.22K - $3.32K
|
70
$1.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 7.01% |
$2.09K - $3.13K
|
1.01K
$24.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 12.8% |
$2.03K - $3.04K
|
564
$13.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64+ 12.8% |
$2.03K - $3.04K
|
564
$13.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
55New |
$1.74K - $2.61K
|
55
$1.34K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55New |
$1.74K - $2.61K
|
55
$1.34K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
49New |
$1.55K - $2.33K
|
49
$1.19K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
44+ 1.81% |
$1.4K - $2.09K
|
2.48K
$60.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
41+ 0.26% |
$1.3K - $1.95K
|
15.9K
$386K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
39+ 780.0% |
$1.24K - $1.85K
|
44
$1.07K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
37New |
$1.17K - $1.76K
|
37
$898
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
33New |
$1.05K - $1.57K
|
33
$801
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
30+ 4.23% |
$951 - $1.42K
|
740
$18K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29+ 2.97% |
$920 - $1.38K
|
1.01K
$24.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
29+ 6.07% |
$920 - $1.38K
|
507
$12.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 7.45% |
$888 - $1.33K
|
404
$9.81K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.28% |
$729 - $1.09K
|
8.14K
$198K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21+ 105.0% |
$666 - $997
|
41
$995
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
21New |
$666 - $997
|
21
$510
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 11.63% |
$634 - $949
|
192
$4.66K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$634 - $949
|
20
$486
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 2.1% |
$634 - $949
|
971
$23.6K
|