Purchases and Sales Made in Q3 2023 in Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
115+ 5.37% |
$4.01K - $4.88K
|
2.26K
$58.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
110New |
$3.84K - $4.67K
|
110
$2.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
110+ 23.16% |
$3.84K - $4.67K
|
585
$15.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 150.75% |
$3.52K - $4.28K
|
168
$4.39K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.49% |
$3.49K - $4.24K
|
20.6K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.18% |
$3.49K - $4.24K
|
56.9K
$1.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$3.49K - $4.24K
|
100
$2.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
95+ 90.48% |
$3.31K - $4.03K
|
200
$5.22K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
95+ 1.44% |
$3.31K - $4.03K
|
6.69K
$175K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
94+ 10.21% |
$3.28K - $3.99K
|
1.02K
$26.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
88New |
$3.07K - $3.73K
|
88
$2.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
82New |
$2.86K - $3.48K
|
82
$2.14K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
78+ 14.21% |
$2.72K - $3.31K
|
627
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
72+ 0.22% |
$2.51K - $3.05K
|
32.1K
$839K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
70+ 500.0% |
$2.44K - $2.97K
|
84
$2.19K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
70+ 46.67% |
$2.44K - $2.97K
|
220
$5.75K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
61+ 15.1% |
$2.13K - $2.59K
|
465
$12.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
60+ 0.84% |
$2.09K - $2.54K
|
7.18K
$187K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58+ 8.75% |
$2.02K - $2.46K
|
721
$18.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55+ 0.32% |
$1.92K - $2.33K
|
17.3K
$451K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 1.69% |
$1.78K - $2.16K
|
3.07K
$80.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
44+ 22.92% |
$1.53K - $1.87K
|
236
$6.16K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 7.85% |
$1.43K - $1.74K
|
563
$14.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
39+ 3.62% |
$1.36K - $1.65K
|
1.12K
$29.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Donald Smith & Co., Inc.
New York, NY |
BUY
|
- |
38+ 0.01% |
$1.33K - $1.61K
|
324K
$8.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
38New |
$1.33K - $1.61K
|
38
$993
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37+ 0.04% |
$1.29K - $1.57K
|
85.2K
$2.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
37New |
$1.29K - $1.57K
|
37
$966
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
34+ 34.69% |
$1.19K - $1.44K
|
132
$3.45K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
34+ 6.71% |
$1.19K - $1.44K
|
541
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30+ 0.34% |
$1.05K - $1.27K
|
8.97K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
29+ 2.7% |
$1.01K - $1.23K
|
1.1K
$28.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
24New |
$837 - $1.02K
|
24
$627
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
20+ 36.36% |
$698 - $848
|
75
$1.96K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
19New |
$663 - $806
|
19
$496
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 1.52% |
$593 - $721
|
1.14K
$29.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 1.65% |
$558 - $679
|
987
$25.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15New |
$523 - $636
|
15
$392
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 19.3% |
$384 - $467
|
68
$1.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.11% |
$384 - $467
|
10.5K
$274K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$349 - $424
|
10
$261
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.12% |
$349 - $424
|
8.4K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 1.46% |
$244 - $297
|
488
$12.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
7+ 0.06% |
$244 - $297
|
12K
$314K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.85% |
$174 - $212
|
594
$15.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3+ 0.01% |
$105 - $127
|
25.1K
$655K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$34.9 - $42.4
|
7.24K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.4% |
$34.9 - $42.4
|
254
$6.63K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.27% |
$34.9 - $42.4
|
80
$2.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 2.9% |
$140 - $170
|
134
$3.5K
|