Purchases and Sales Made in Q4 2022 in Resideo Technologies, Inc. (REZI)
This table provides information about the institutional ownership of Resideo Technologies, Inc. (REZI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 3.97% |
$865 - $1.33K
|
1.47K
$28.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
48New |
$742 - $1.14K
|
48
$934
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
46New |
$711 - $1.09K
|
46
$895
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
37+ 264.29% |
$572 - $880
|
51
$992
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33New |
$510 - $785
|
33
$642
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
33+ 25.38% |
$510 - $785
|
163
$3.17K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
30New |
$464 - $713
|
30
$584
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28New |
$433 - $666
|
28
$545
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$433 - $666
|
28
$545
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27New |
$417 - $642
|
27
$525
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$386 - $595
|
25
$486
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$371 - $571
|
24
$467
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$294 - $452
|
19
$370
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
16New |
$247 - $380
|
16
$311
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16New |
$247 - $380
|
16
$311
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16New |
$247 - $380
|
16
$311
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16New |
$247 - $380
|
16
$311
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
15New |
$232 - $357
|
15
$292
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$201 - $309
|
13
$253
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 0.44% |
$108 - $166
|
1.59K
$30.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 31.58% |
$92.7 - $143
|
25
$486
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6New |
$92.7 - $143
|
6
$117
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$61.8 - $95.1
|
4
$77.8
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 2.36% |
$46.3 - $71.3
|
130
$2.53K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$46.3 - $71.3
|
3
$58.3
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$30.9 - $47.6
|
2
$38.9
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$19.5
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$19.5
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$19.5
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$19.5
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2- 22.22% |
$30.9 - $47.6
|
7
$136
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2- 0.01% |
$30.9 - $47.6
|
24.5K
$477K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 16.67% |
$30.9 - $47.6
|
10
$195
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2- 0.77% |
$30.9 - $47.6
|
258
$5.02K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 0.09% |
$46.3 - $71.3
|
3.23K
$62.8K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 4.76% |
$61.8 - $95.1
|
80
$1.56K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 6.94% |
$77.3 - $119
|
67
$1.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 25.0% |
$77.3 - $119
|
15
$292
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.88% |
$124 - $190
|
904
$17.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 11.49% |
$155 - $238
|
77
$1.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14- 3.43% |
$216 - $333
|
394
$7.66K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-14- 11.2% |
$216 - $333
|
111
$2.16K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-17- 0.34% |
$263 - $404
|
5.02K
$97.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 29.03% |
$278 - $428
|
44
$856
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 6.4% |
$294 - $452
|
278
$5.41K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-20- 6.6% |
$309 - $476
|
283
$5.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-24- 92.31% |
$371 - $571
|
2
$38.9
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-31- 13.42% |
$479 - $737
|
200
$3.89K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-33- 67.35% |
$510 - $785
|
16
$311
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 7.34% |
$618 - $951
|
505
$9.82K
|