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MOSAIC CO NEW
MOSAIC CO NEW. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 560 Institutional holders with a total value of $8,292,997,943.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ASSET DEDICATION, LLC 4 0 0.00%
2 Tarbox Family Office, Inc. 18 0 0.00%
3 NEWFOUND RESEARCH LLC 3 0 0.00%
4 PIEDMONT INVESTMENT ADVISORS INC 6 157 0.00%
5 HOWE & RUSLING INC 57 1,000 0.00%
6 PRENTISS SMITH & CO INC 30 1,000 0.00%
7 TCI Wealth Advisors, Inc. 55 1,000 0.00%
8 WFG Advisors, LP 33 1,000 0.00%
9 VERSANT CAPITAL MANAGEMENT, INC 47 1,000 0.00%
10 Community Bank, N.A. 23 1,000 0.00%
11 NEXT Financial Group, Inc 53 1,000 0.00%
12 PITTENGER & ANDERSON INC 50 1,000 0.00%
13 HERNDON CAPITAL MANAGEMENT LLC 32 1,000 0.00%
14 Cordasco Financial Network 30 1,000 0.00%
15 Estabrook Capital Management 50 1,309 0.00%
16 WASHINGTON TRUST BANK 70 2,000 0.00%
17 Lenox Wealth Management, Inc. 74 2,000 0.00%
18 BROWN BROTHERS HARRIMAN & CO 66 2,000 0.00%
19 INTEGRATED WEALTH MANAGEMENT 80 2,000 0.00%
20 Oakworth Capital, Inc. 79 2,000 0.00%
21 SUTTON WEALTH ADVISORS INC. 90 2,356 0.00%
22 Patten Group, Inc. 100 2,618 0.00%
23 Carroll Financial Associates, Inc. 146 3,000 0.00%
24 Plante Moran Financial Advisors, LLC 121 3,000 0.00%
25 Apriem Advisors 100 3,000 0.00%
26 Winfield Associates, Inc. 119 3,000 0.00%
27 Whitnell & Co. 100 3,000 0.00%
28 Hudock, Inc. 164 4,000 0.00%
29 Parkside Financial Bank & Trust 187 5,000 0.00%
30 BALDWIN WEALTH PARTNERS LLC/MA 194 5,000 0.00%
31 Smithfield Trust Co 200 5,000 0.00%
32 ACADIAN ASSET MANAGEMENT LLC 220 6,000 0.00%
33 CUTLER GROUP LLC / CA 6,300 6,000 0.00% Call
34 FIRST INTERSTATE BANK 230 6,000 0.00%
35 BELLWETHER INVESTMENT GROUP, LLC 251 7,000 0.00%
36 Glassman Wealth Services 285 7,000 0.00%
37 FIRST NATIONAL BANK SIOUX FALLS 280 7,000 0.00%
38 ADVANTAGE INVESTMENT MANAGEMENT, LLC 286 7,000 0.00%
39 KANALY TRUST CO 315 8,000 0.00%
40 MCF Advisors LLC 304 8,000 0.00%
41 Endurance Wealth Management, Inc. 300 8,000 0.00%
42 Moors & Cabot, Inc. 1,000 8,000 0.00% Call
43 ARROW FINANCIAL CORP 300 8,000 0.00%
44 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 300 8,000 0.00%
45 SIGNATUREFD, LLC 317 8,000 0.00%
46 DEUTSCHE BANK AG\ 375 9,000 0.00% Call
47 CRIBSTONE CAPITAL MANAGEMENT, LLC 400 10,000 0.00%
48 BRUDERMAN ASSET MANAGEMENT, LLC 415 11,000 0.00%
49 TRUST CO 425 11,000 0.00%
50 Credential Securities Inc. 450 11,776 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.