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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
15.7KNew |
$243K - $374K
|
15.7K
$624K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$46.3 - $71.3
|
3
$119
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$371 - $571
|
24
$951
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28New |
$433 - $666
|
28
$1.11K
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
91New |
$1.41K - $2.16K
|
91
$3.61K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
389New |
$6.01K - $9.25K
|
389
$15.4K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$294 - $452
|
19
$753
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$433 - $666
|
28
$1.11K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$201 - $309
|
13
$515
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16New |
$247 - $380
|
16
$634
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$386 - $595
|
25
$991
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.66KNew |
$134K - $206K
|
8.66K
$343K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-600- 97.4% |
$9.27K - $14.3K
|
16
$634
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 16.67% |
$30.9 - $47.6
|
10
$396
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
15New |
$232 - $357
|
15
$594
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33New |
$510 - $785
|
33
$1.31K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 67.35% |
$510 - $785
|
16
$634
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$30.9 - $47.6
|
2
$79.3
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
111New |
$1.71K - $2.64K
|
111
$4.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
276New |
$4.26K - $6.56K
|
276
$10.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6New |
$92.7 - $143
|
6
$238
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
249New |
$3.85K - $5.92K
|
249
$9.87K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$61.8 - $95.1
|
4
$159
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$39.6
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
377New |
$5.82K - $8.97K
|
377
$14.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
156New |
$2.41K - $3.71K
|
156
$6.18K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$39.6
|
|
| 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
$8.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
33KNew |
$626K - $784K
|
33K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
52.8KNew |
$1M - $1.25M
|
52.8K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
169New |
$3.2K - $4.01K
|
169
$6.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
23.8KNew |
$451K - $565K
|
23.8K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
22.4KNew |
$425K - $533K
|
22.4K
$889K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
121New |
$2.29K - $2.87K
|
121
$4.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-20.4K- 18.22% |
$387K - $485K
|
91.7K
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-576K- 9.82% |
$10.9M - $13.7M
|
5.29M
$210M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.9KNew |
$244K - $306K
|
12.9K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
41New |
$777 - $973
|
41
$1.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-236- 1.26% |
$4.47K - $5.6K
|
18.5K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
330+ 18.85% |
$6.25K - $7.83K
|
2.08K
$82.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-14.9K- 45.5% |
$283K - $355K
|
17.9K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-18.2K- 39.54% |
$345K - $432K
|
27.8K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.21K+ 2.27% |
$22.9K - $28.7K
|
54.5K
$2.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-18- 16.82% |
$341 - $427
|
89
$3.53K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
24New |
$455 - $570
|
24
$951
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$37.9K - $47.5K
|
2K
$79.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
123+ 52.34% |
$2.33K - $2.92K
|
358
$14.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-18- 2.79% |
$341 - $427
|
627
$24.8K
|
|