Purchases and Sales Made in Q4 2023 in Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
203+ 2.61% |
$6.48K - $7.74K
|
7.97K
$193K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
200New |
$6.39K - $7.63K
|
200
$4.86K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
191New |
$6.1K - $7.29K
|
191
$4.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
172+ 1.96% |
$5.49K - $6.56K
|
8.96K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
160+ 1.05% |
$5.11K - $6.1K
|
15.4K
$373K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
154New |
$4.92K - $5.88K
|
154
$3.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
142+ 0.92% |
$4.53K - $5.42K
|
15.7K
$380K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
139+ 1.57% |
$4.44K - $5.3K
|
9.01K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
137+ 0.51% |
$4.37K - $5.23K
|
27.1K
$659K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
133+ 1.99% |
$4.25K - $5.07K
|
6.82K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
126New |
$4.02K - $4.81K
|
126
$3.06K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
119New |
$3.8K - $4.54K
|
119
$2.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
105+ 166.67% |
$3.35K - $4.01K
|
168
$4.08K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
100New |
$3.19K - $3.82K
|
100
$2.43K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
95+ 8.5% |
$3.03K - $3.62K
|
1.21K
$29.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
94New |
$3K - $3.59K
|
94
$2.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 330.77% |
$2.75K - $3.28K
|
112
$2.72K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
83New |
$2.65K - $3.17K
|
83
$2.02K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
72+ 0.99% |
$2.3K - $2.75K
|
7.31K
$178K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
71New |
$2.27K - $2.71K
|
71
$1.72K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
59+ 0.7% |
$1.88K - $2.25K
|
8.51K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
57+ 0.11% |
$1.82K - $2.17K
|
50.8K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
53New |
$1.69K - $2.02K
|
53
$1.29K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
50+ 333.33% |
$1.6K - $1.91K
|
65
$1.58K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
48New |
$1.53K - $1.83K
|
48
$1.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
47New |
$1.5K - $1.79K
|
47
$1.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
42New |
$1.34K - $1.6K
|
42
$1.02K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
39New |
$1.25K - $1.49K
|
39
$947
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
39New |
$1.25K - $1.49K
|
39
$947
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34New |
$1.09K - $1.3K
|
34
$826
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
32New |
$1.02K - $1.22K
|
32
$777
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$958 - $1.14K
|
30
$728
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
29New |
$926 - $1.11K
|
29
$704
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
28New |
$894 - $1.07K
|
28
$680
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 325.0% |
$830 - $992
|
34
$826
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
24+ 4.44% |
$766 - $916
|
565
$13.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
24+ 0.33% |
$766 - $916
|
7.2K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
23+ 0.12% |
$734 - $877
|
19.2K
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
22+ 0.02% |
$702 - $839
|
127K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
21+ 56.76% |
$671 - $801
|
58
$1.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
21+ 0.45% |
$671 - $801
|
4.74K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
21New |
$671 - $801
|
21
$510
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 3.37% |
$639 - $763
|
614
$14.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
19+ 0.23% |
$607 - $725
|
8.42K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15+ 11.36% |
$479 - $572
|
147
$3.57K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14New |
$447 - $534
|
14
$340
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14New |
$447 - $534
|
14
$340
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
11New |
$351 - $420
|
11
$267
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7New |
$224 - $267
|
7
$170
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 1.16% |
$192 - $229
|
525
$12.7K
|