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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 10.34% |
$95.8 - $114
|
32
$777
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$95.8 - $114
|
3
$72.8
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
3+ 0.43% |
$95.8 - $114
|
705
$17.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$31.9 - $38.2
|
1
$24.3
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.39% |
$31.9 - $38.2
|
255
$6.19K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1+ 0.43% |
$31.9 - $38.2
|
234
$5.68K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.03% |
$31.9 - $38.2
|
34
$826
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2Closed |
$63.9 - $76.3
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2- 1.52% |
$63.9 - $76.3
|
130
$3.16K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 0.5% |
$160 - $191
|
1K
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-6- 0.01% |
$192 - $229
|
56.5K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-6- 2.17% |
$192 - $229
|
271
$6.58K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-12- 17.65% |
$383 - $458
|
56
$1.36K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-14- 10.94% |
$447 - $534
|
114
$2.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-16- 0.1% |
$511 - $610
|
15.7K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-17- 8.5% |
$543 - $649
|
183
$4.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19- 1.87% |
$607 - $725
|
996
$24.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20- 0.35% |
$639 - $763
|
5.62K
$137K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-21- 70.0% |
$671 - $801
|
9
$219
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 9.32% |
$702 - $839
|
214
$5.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22Closed |
$702 - $839
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-24- 4.92% |
$766 - $916
|
464
$11.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 16.07% |
$862 - $1.03K
|
141
$3.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-36- 0.57% |
$1.15K - $1.37K
|
6.27K
$152K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-38- 0.04% |
$1.21K - $1.45K
|
103K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-38- 0.04% |
$1.21K - $1.45K
|
103K
$2.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-43- 0.34% |
$1.37K - $1.64K
|
12.6K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-44- 0.61% |
$1.4K - $1.68K
|
7.2K
$175K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-60- 7.66% |
$1.92K - $2.29K
|
723
$17.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-61- 13.12% |
$1.95K - $2.33K
|
404
$9.81K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-63- 10.82% |
$2.01K - $2.4K
|
519
$12.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-63- 0.65% |
$2.01K - $2.4K
|
9.64K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-75- 71.43% |
$2.39K - $2.86K
|
30
$728
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-78- 12.44% |
$2.49K - $2.98K
|
549
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-80- 13.68% |
$2.55K - $3.05K
|
505
$12.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-80- 36.36% |
$2.55K - $3.05K
|
140
$3.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-85- 21.74% |
$2.71K - $3.24K
|
306
$7.43K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-86- 11.93% |
$2.75K - $3.28K
|
635
$15.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-92- 4.89% |
$2.94K - $3.51K
|
1.79K
$43.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.24% |
$3.19K - $3.82K
|
41.4K
$1.01M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 3.85% |
$3.19K - $3.82K
|
2.5K
$60.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 0.24% |
$3.19K - $3.82K
|
41.4K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-107- 7.43% |
$3.42K - $4.08K
|
1.33K
$32.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-108- 0.13% |
$3.45K - $4.12K
|
83.6K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-114- 3.87% |
$3.64K - $4.35K
|
2.83K
$68.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-121- 21.49% |
$3.86K - $4.62K
|
442
$10.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-122- 7.66% |
$3.9K - $4.65K
|
1.47K
$35.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-122- 7.66% |
$3.9K - $4.65K
|
1.47K
$35.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-141- 1.34% |
$4.5K - $5.38K
|
10.3K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-149- 0.93% |
$4.76K - $5.68K
|
15.9K
$387K
|