Purchases and Sales Made in Q4 2023 in Resideo Technologies, Inc. (REZI)
This table provides information about the institutional ownership of Resideo Technologies, Inc. (REZI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
14+ 6.22% |
$200 - $266
|
239
$4.65K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$157 - $209
|
11
$214
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9New |
$129 - $171
|
9
$175
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
8+ 5.67% |
$114 - $152
|
149
$2.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5New |
$71.6 - $95.1
|
5
$97.3
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
5New |
$71.6 - $95.1
|
5
$97.3
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4New |
$57.2 - $76.1
|
4
$77.8
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 13.79% |
$57.2 - $76.1
|
33
$642
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2New |
$28.6 - $38
|
2
$38.9
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 5.41% |
$28.6 - $38
|
39
$759
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1New |
$14.3 - $19
|
1
$19.5
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4- 0.76% |
$57.2 - $76.1
|
524
$10.2K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 20.0% |
$71.6 - $95.1
|
20
$389
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-6- 13.64% |
$85.9 - $114
|
38
$739
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8Closed |
$114 - $152
|
0
$0
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8- 33.33% |
$114 - $152
|
16
$311
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 28.21% |
$157 - $209
|
28
$545
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13- 46.43% |
$186 - $247
|
15
$292
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16- 0.01% |
$229 - $304
|
155K
$3.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-25- 37.31% |
$358 - $476
|
42
$817
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-25- 20.0% |
$358 - $476
|
100
$1.95K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 13.23% |
$358 - $476
|
164
$3.19K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-31- 9.66% |
$444 - $590
|
290
$5.64K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 38.04% |
$501 - $666
|
57
$1.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-39- 10.24% |
$558 - $742
|
342
$6.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-40- 51.28% |
$572 - $761
|
38
$739
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-49- 5.69% |
$701 - $932
|
812
$15.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-50- 49.02% |
$716 - $951
|
52
$1.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-52- 20.16% |
$744 - $989
|
206
$4.01K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-54- 5.45% |
$773 - $1.03K
|
936
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-62- 49.21% |
$887 - $1.18K
|
64
$1.24K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-66- 60.55% |
$944 - $1.26K
|
43
$836
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-67- 16.11% |
$959 - $1.27K
|
349
$6.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-71- 74.74% |
$1.02K - $1.35K
|
24
$467
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-101- 24.63% |
$1.45K - $1.92K
|
309
$6.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-104- 63.41% |
$1.49K - $1.98K
|
60
$1.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-122- 0.18% |
$1.75K - $2.32K
|
67.6K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-139- 12.68% |
$1.99K - $2.64K
|
957
$18.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-146- 38.22% |
$2.09K - $2.78K
|
236
$4.59K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-164- 0.24% |
$2.35K - $3.12K
|
67.8K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-164- 1.28% |
$2.35K - $3.12K
|
12.7K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-182- 68.42% |
$2.6K - $3.46K
|
84
$1.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-192- 1.25% |
$2.75K - $3.65K
|
15.2K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-231- 95.06% |
$3.31K - $4.39K
|
12
$233
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-253- 1.22% |
$3.62K - $4.81K
|
20.4K
$397K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-297- 91.1% |
$4.25K - $5.65K
|
29
$564
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-324- 1.25% |
$4.64K - $6.16K
|
25.6K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-393- 2.01% |
$5.62K - $7.47K
|
19.2K
$373K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-398- 16.0% |
$5.7K - $7.57K
|
2.09K
$40.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-412- 8.66% |
$5.9K - $7.84K
|
4.34K
$84.5K
|