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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 39.58% |
$602 - $902
|
67
$1.75K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
15New |
$476 - $712
|
15
$392
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15+ 0.05% |
$476 - $712
|
30.1K
$787K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 2.55% |
$412 - $617
|
522
$13.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 18.75% |
$285 - $427
|
57
$1.49K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7+ 0.1% |
$222 - $332
|
7.12K
$186K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 0.49% |
$190 - $285
|
1.23K
$32.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$127 - $190
|
4
$104
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.08% |
$127 - $190
|
4.82K
$126K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.83% |
$95.1 - $142
|
364
$9.51K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3- 1.17% |
$95.1 - $142
|
253
$6.61K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4- 15.38% |
$127 - $190
|
22
$575
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 11.48% |
$222 - $332
|
54
$1.41K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-8- 47.06% |
$254 - $380
|
9
$235
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-16- 0.22% |
$507 - $759
|
7.31K
$191K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-17- 0.01% |
$539 - $807
|
127K
$3.32M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-19- 12.1% |
$602 - $902
|
138
$3.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20- 2.65% |
$634 - $949
|
735
$19.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-29- 2.62% |
$920 - $1.38K
|
1.08K
$28.2K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-31- 2.87% |
$983 - $1.47K
|
1.05K
$27.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-32- 7.13% |
$1.01K - $1.52K
|
417
$10.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Donald Smith & Co., Inc.
New York, NY |
SELL
|
- |
-33- 0.01% |
$1.05K - $1.57K
|
324K
$8.46M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-33- 43.42% |
$1.05K - $1.57K
|
43
$1.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-44- 48.89% |
$1.4K - $2.09K
|
46
$1.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-47- 7.44% |
$1.49K - $2.23K
|
585
$15.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-63- 15.67% |
$2K - $2.99K
|
339
$8.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-71- 0.81% |
$2.25K - $3.37K
|
8.67K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-75- 13.49% |
$2.38K - $3.56K
|
481
$12.6K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-77- 0.6% |
$2.44K - $3.65K
|
12.7K
$332K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-83- 44.15% |
$2.63K - $3.94K
|
105
$2.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-94- 0.38% |
$2.98K - $4.46K
|
24.7K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-103- 30.03% |
$3.27K - $4.89K
|
240
$6.27K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-109- 10.32% |
$3.46K - $5.17K
|
947
$24.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-111- 48.9% |
$3.52K - $5.27K
|
116
$3.03K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-117- 0.18% |
$3.71K - $5.55K
|
63.4K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-120- 0.57% |
$3.81K - $5.7K
|
21.1K
$551K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-144Closed |
$4.57K - $6.83K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-150- 50.0% |
$4.76K - $7.12K
|
150
$3.92K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-152- 2.32% |
$4.82K - $7.21K
|
6.39K
$167K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-158- 2.21% |
$5.01K - $7.5K
|
7K
$183K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-160- 27.12% |
$5.07K - $7.59K
|
430
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-165- 1.93% |
$5.23K - $7.83K
|
8.39K
$219K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-178- 1.79% |
$5.64K - $8.45K
|
9.75K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-180- 0.32% |
$5.71K - $8.54K
|
55.8K
$1.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-184- 1.72% |
$5.83K - $8.73K
|
10.5K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-193- 1.59% |
$6.12K - $9.16K
|
11.9K
$311K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-219- 0.81% |
$6.94K - $10.4K
|
26.7K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-220- 0.98% |
$6.98K - $10.4K
|
22.3K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-227- 2.12% |
$7.2K - $10.8K
|
10.5K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-235- 35.13% |
$7.45K - $11.2K
|
434
$11.3K
|