Purchases and Sales Made in Q4 2022 in Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
132+ 22.72% |
$5.73K - $7.19K
|
713
$17.3K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
129+ 1.59% |
$5.6K - $7.02K
|
8.22K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
122New |
$5.3K - $6.64K
|
122
$2.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
118+ 0.44% |
$5.12K - $6.43K
|
27.1K
$659K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
116+ 32.77% |
$5.04K - $6.32K
|
470
$11.4K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
113+ 418.52% |
$4.91K - $6.15K
|
140
$3.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
101New |
$4.38K - $5.5K
|
101
$2.45K
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
100+ 0.45% |
$4.34K - $5.45K
|
22.5K
$547K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100New |
$4.34K - $5.45K
|
100
$2.43K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
95New |
$4.12K - $5.17K
|
95
$2.31K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
93+ 1.43% |
$4.04K - $5.06K
|
6.59K
$160K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
88New |
$3.82K - $4.79K
|
88
$2.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
80New |
$3.47K - $4.36K
|
80
$1.94K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
79+ 0.98% |
$3.43K - $4.3K
|
8.17K
$198K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
75New |
$3.26K - $4.08K
|
75
$1.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
73New |
$3.17K - $3.97K
|
73
$1.77K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
67+ 171.79% |
$2.91K - $3.65K
|
106
$2.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
64New |
$2.78K - $3.48K
|
64
$1.55K
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
56+ 0.15% |
$2.43K - $3.05K
|
37.3K
$905K
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
52+ 0.03% |
$2.26K - $2.83K
|
205K
$4.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
50New |
$2.17K - $2.72K
|
50
$1.21K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
48+ 0.19% |
$2.08K - $2.61K
|
24.7K
$599K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
47New |
$2.04K - $2.56K
|
47
$1.14K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
47+ 8.06% |
$2.04K - $2.56K
|
630
$15.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
45New |
$1.95K - $2.45K
|
45
$1.09K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
44New |
$1.91K - $2.4K
|
44
$1.07K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
40+ 41.67% |
$1.74K - $2.18K
|
136
$3.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
38New |
$1.65K - $2.07K
|
38
$923
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35New |
$1.52K - $1.91K
|
35
$850
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29New |
$1.26K - $1.58K
|
29
$704
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
28New |
$1.22K - $1.52K
|
28
$680
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
28+ 107.69% |
$1.22K - $1.52K
|
54
$1.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26New |
$1.13K - $1.42K
|
26
$631
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.3% |
$1.09K - $1.36K
|
8.31K
$202K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25New |
$1.09K - $1.36K
|
25
$607
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18New |
$781 - $980
|
18
$437
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
18+ 0.14% |
$781 - $980
|
13.3K
$323K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15+ 0.32% |
$651 - $817
|
4.7K
$114K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15+ 0.17% |
$651 - $817
|
8.64K
$210K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15New |
$651 - $817
|
15
$364
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14New |
$608 - $762
|
14
$340
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
14New |
$608 - $762
|
14
$340
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
14New |
$608 - $762
|
14
$340
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
13New |
$564 - $708
|
13
$316
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$434 - $545
|
10
$243
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
10New |
$434 - $545
|
10
$243
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9New |
$391 - $490
|
9
$219
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
9+ 0.16% |
$391 - $490
|
5.75K
$140K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$347 - $436
|
8
$194
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
6New |
$260 - $327
|
6
$146
|