Purchases and Sales Made in Q2 2023 in Resideo Technologies, Inc. (REZI)
This table provides information about the institutional ownership of Resideo Technologies, Inc. (REZI) during Q2 2023. The information is specifically focused on institutions that hold shares of RESIDEO TECHNOLOGIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
110+ 2.39% |
$1.76K - $2.01K
|
4.71K
$91.5K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93+ 33.45% |
$1.49K - $1.7K
|
371
$7.22K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
87+ 43.5% |
$1.39K - $1.59K
|
287
$5.58K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
83New |
$1.33K - $1.52K
|
83
$1.61K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$1.2K - $1.37K
|
75
$1.46K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
72+ 450.0% |
$1.15K - $1.31K
|
88
$1.71K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51New |
$818 - $931
|
51
$992
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
47+ 52.81% |
$753 - $858
|
136
$2.65K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
41New |
$657 - $749
|
41
$797
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
35+ 0.97% |
$561 - $639
|
3.64K
$70.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
31+ 47.69% |
$497 - $566
|
96
$1.87K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25New |
$401 - $457
|
25
$486
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24New |
$385 - $438
|
24
$467
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
21New |
$337 - $383
|
21
$408
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 14.66% |
$273 - $310
|
133
$2.59K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16+ 4.06% |
$256 - $292
|
410
$7.97K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13+ 0.01% |
$208 - $237
|
189K
$3.68M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
11+ 8.46% |
$176 - $201
|
141
$2.74K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 3.97% |
$80.2 - $91.3
|
131
$2.55K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
5New |
$80.2 - $91.3
|
5
$97.3
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 2.44% |
$16 - $18.3
|
42
$817
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 11.11% |
$16 - $18.3
|
8
$156
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 0.58% |
$48.1 - $54.8
|
510
$9.92K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 12.9% |
$64.1 - $73
|
27
$525
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4- 30.77% |
$64.1 - $73
|
9
$175
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 6.56% |
$64.1 - $73
|
57
$1.11K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5Closed |
$80.2 - $91.3
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7- 2.13% |
$112 - $128
|
321
$6.24K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8- 16.67% |
$128 - $146
|
40
$778
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9- 4.95% |
$144 - $164
|
173
$3.36K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 1.64% |
$224 - $256
|
838
$16.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 1.64% |
$224 - $256
|
838
$16.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 92.59% |
$401 - $457
|
2
$38.9
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-27- 6.46% |
$433 - $493
|
391
$7.6K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-28- 63.64% |
$449 - $511
|
16
$311
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 19.48% |
$481 - $548
|
124
$2.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 14.61% |
$513 - $584
|
187
$3.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-33- 0.05% |
$529 - $603
|
64.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-40- 0.29% |
$641 - $730
|
13.6K
$264K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-45- 21.43% |
$721 - $822
|
165
$3.21K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-51- 80.95% |
$818 - $931
|
12
$233
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 22.3% |
$994 - $1.13K
|
216
$4.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-69- 0.1% |
$1.11K - $1.26K
|
67.7K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-80- 11.41% |
$1.28K - $1.46K
|
621
$12.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-98- 43.95% |
$1.57K - $1.79K
|
125
$2.43K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-127- 7.62% |
$2.04K - $2.32K
|
1.54K
$30K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-133- 19.39% |
$2.13K - $2.43K
|
553
$10.8K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-150- 34.88% |
$2.4K - $2.74K
|
280
$5.45K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-158- 83.6% |
$2.53K - $2.89K
|
31
$603
|