Latest Institutional Transactions on Resideo Technologies, Inc. (REZI)
This table provides information on the latest institutional transactions involving Resideo Technologies, Inc. (REZI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.97K+ 2371.08% |
$32.9K - $39.1K
|
2.05K
$49K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-58- 1.16% |
$971 - $1.15K
|
4.96K
$119K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.23% |
$117 - $139
|
2.97K
$71K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
22+ 43.14% |
$368 - $437
|
73
$1.74K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
179New |
$3K - $3.55K
|
179
$4.28K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-107- 25.48% |
$1.79K - $2.13K
|
313
$7.48K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
166New |
$2.78K - $3.3K
|
166
$3.97K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.72K- 43.66% |
$45.4K - $53.9K
|
3.5K
$83.7K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
16New |
$268 - $318
|
16
$382
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
16New |
$268 - $318
|
16
$382
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7- 0.44% |
$117 - $139
|
1.58K
$37.8K
|
|
| Q4 2022 | |||||||
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
16.7KNew |
$258K - $397K
|
16.7K
$398K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16New |
$247 - $380
|
16
$382
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.78K+ 27.02% |
$42.9K - $66K
|
13K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.75MNew |
$27M - $41.6M
|
1.75M
$41.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
30.5KNew |
$472K - $726K
|
30.5K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$23.9
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.15KNew |
$33.2K - $51.2K
|
2.15K
$51.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$23.9
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
15.7KNew |
$243K - $374K
|
15.7K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$46.3 - $71.3
|
3
$71.7
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$371 - $571
|
24
$573
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28New |
$433 - $666
|
28
$669
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
91New |
$1.41K - $2.16K
|
91
$2.17K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
389New |
$6.01K - $9.25K
|
389
$9.29K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$294 - $452
|
19
$454
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$433 - $666
|
28
$669
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$201 - $309
|
13
$311
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16New |
$247 - $380
|
16
$382
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$386 - $595
|
25
$597
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.66KNew |
$134K - $206K
|
8.66K
$207K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-600- 97.4% |
$9.27K - $14.3K
|
16
$382
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 16.67% |
$30.9 - $47.6
|
10
$239
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
15New |
$232 - $357
|
15
$358
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33New |
$510 - $785
|
33
$788
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 67.35% |
$510 - $785
|
16
$382
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$30.9 - $47.6
|
2
$47.8
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
111New |
$1.71K - $2.64K
|
111
$2.65K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
276New |
$4.26K - $6.56K
|
276
$6.59K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6New |
$92.7 - $143
|
6
$143
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
249New |
$3.85K - $5.92K
|
249
$5.95K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$61.8 - $95.1
|
4
$95.6
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$23.9
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
377New |
$5.82K - $8.97K
|
377
$9.01K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
156New |
$2.41K - $3.71K
|
156
$3.73K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$23.9
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-49Closed |
$928 - $1.16K
|
0
$0
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-8Closed |
$152 - $190
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 3.51% |
$152 - $190
|
220
$5.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
33KNew |
$626K - $784K
|
33K
$789K
|
|