Purchases and Sales Made in Q4 2021 in Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
296+ 4.93% |
$9.95K - $12.6K
|
6.3K
$153K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
293New |
$9.85K - $12.4K
|
293
$7.11K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
263+ 3.42% |
$8.84K - $11.2K
|
7.95K
$193K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
255New |
$8.57K - $10.8K
|
255
$6.19K
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
250+ 0.46% |
$8.41K - $10.6K
|
54.9K
$1.33M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
240New |
$8.07K - $10.2K
|
240
$5.83K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
204New |
$6.86K - $8.66K
|
204
$4.95K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 2.47% |
$6.72K - $8.49K
|
8.3K
$202K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
200+ 2.26% |
$6.72K - $8.49K
|
9.04K
$219K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
185+ 11.64% |
$6.22K - $7.86K
|
1.77K
$43.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
184+ 8.92% |
$6.19K - $7.81K
|
2.25K
$54.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
179+ 0.87% |
$6.02K - $7.6K
|
20.6K
$501K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
175+ 2.01% |
$5.88K - $7.43K
|
8.88K
$216K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
175New |
$5.88K - $7.43K
|
175
$4.25K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
170+ 19.59% |
$5.72K - $7.22K
|
1.04K
$25.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
162+ 9.44% |
$5.45K - $6.88K
|
1.88K
$45.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
160+ 64.78% |
$5.38K - $6.8K
|
407
$9.88K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
153+ 4.94% |
$5.14K - $6.5K
|
3.25K
$78.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
151+ 2.06% |
$5.08K - $6.41K
|
7.5K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
133+ 36.74% |
$4.47K - $5.65K
|
495
$12K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
129New |
$4.34K - $5.48K
|
129
$3.13K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
122+ 31.12% |
$4.1K - $5.18K
|
514
$12.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107New |
$3.6K - $4.54K
|
107
$2.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
105New |
$3.53K - $4.46K
|
105
$2.55K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
100New |
$3.36K - $4.25K
|
100
$2.43K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$3.36K - $4.25K
|
100
$2.43K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
98+ 1.49% |
$3.29K - $4.16K
|
6.67K
$162K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
92+ 1.45% |
$3.09K - $3.91K
|
6.44K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
91+ 0.24% |
$3.06K - $3.86K
|
37.2K
$904K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
76+ 1.04% |
$2.56K - $3.23K
|
7.41K
$180K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
75+ 1.53% |
$2.52K - $3.19K
|
4.98K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.97% |
$2.49K - $3.14K
|
7.72K
$187K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
74+ 0.79% |
$2.49K - $3.14K
|
9.46K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
69+ 18.4% |
$2.32K - $2.93K
|
444
$10.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
63New |
$2.12K - $2.68K
|
63
$1.53K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
59New |
$1.98K - $2.51K
|
59
$1.43K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
54New |
$1.82K - $2.29K
|
54
$1.31K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
52New |
$1.75K - $2.21K
|
52
$1.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
48+ 0.83% |
$1.61K - $2.04K
|
5.83K
$141K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
45New |
$1.51K - $1.91K
|
45
$1.09K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
45New |
$1.51K - $1.91K
|
45
$1.09K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
44+ 0.06% |
$1.48K - $1.87K
|
72.8K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
38New |
$1.28K - $1.61K
|
38
$923
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
37+ 0.13% |
$1.24K - $1.57K
|
29K
$705K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
36+ 0.5% |
$1.21K - $1.53K
|
7.26K
$176K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 2.43% |
$1.18K - $1.49K
|
1.48K
$35.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 2.05% |
$1.04K - $1.32K
|
1.54K
$37.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
30+ 0.4% |
$1.01K - $1.27K
|
7.48K
$182K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29+ 9.67% |
$975 - $1.23K
|
329
$7.99K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 72.5% |
$975 - $1.23K
|
69
$1.68K
|