Purchases and Sales Made in Q1 2022 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q1 2022. The information is specifically focused on institutions that hold shares of WATSCO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
868+ 4.69% |
$222K - $270K
|
19.4K
$9.28M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
865+ 8.51% |
$222K - $269K
|
11K
$5.28M
|
|
|
May 16, 2022
Q1 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
863New |
$221K - $269K
|
863
$413K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
860+ 1.18% |
$220K - $268K
|
73.5K
$35.2M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
821+ 6.99% |
$210K - $256K
|
12.6K
$6.01M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
776+ 11.83% |
$199K - $242K
|
7.34K
$3.51M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
763+ 114.39% |
$196K - $238K
|
1.43K
$684K
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
762New |
$195K - $237K
|
762
$365K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
750New |
$192K - $233K
|
750
$359K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
743+ 4.6% |
$190K - $231K
|
16.9K
$8.08M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
732New |
$188K - $228K
|
732
$350K
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
698New |
$179K - $217K
|
698
$334K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
648+ 4.8% |
$166K - $202K
|
14.2K
$6.77M
|
|
|
May 13, 2022
Q1 2022
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
635+ 5.66% |
$163K - $198K
|
11.8K
$5.67M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
600+ 12.89% |
$154K - $187K
|
5.25K
$2.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
590+ 0.81% |
$151K - $184K
|
73.6K
$35.2M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
585+ 3.46% |
$150K - $182K
|
17.5K
$8.37M
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
580+ 1.96% |
$149K - $181K
|
30.1K
$14.4M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
580+ 6.43% |
$149K - $181K
|
9.6K
$4.6M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
580+ 24.17% |
$149K - $181K
|
2.98K
$1.43M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
570+ 9.17% |
$146K - $177K
|
6.79K
$3.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
569+ 84.17% |
$146K - $177K
|
1.25K
$596K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
523+ 454.78% |
$134K - $163K
|
638
$305K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
504+ 8.05% |
$129K - $157K
|
6.76K
$3.24M
|
|
|
May 12, 2022
Q1 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
498+ 3.98% |
$128K - $155K
|
13K
$6.23M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
472+ 20.8% |
$121K - $147K
|
2.74K
$1.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
447+ 3.2% |
$115K - $139K
|
14.4K
$6.89M
|
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
445+ 7.0% |
$114K - $139K
|
6.81K
$3.26M
|
|
|
May 11, 2022
Q1 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
425New |
$109K - $132K
|
425
$203K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
415+ 2.28% |
$106K - $129K
|
18.6K
$8.92M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
397+ 1.71% |
$102K - $124K
|
23.7K
$11.3M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
361+ 24.9% |
$92.5K - $112K
|
1.81K
$867K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
345+ 112.01% |
$88.4K - $107K
|
653
$313K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
313+ 3.4% |
$80.2K - $97.4K
|
9.51K
$4.55M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
289+ 12.88% |
$74.1K - $90K
|
2.53K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
282+ 138.24% |
$72.3K - $87.8K
|
486
$233K
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
265+ 13.15% |
$67.9K - $82.5K
|
2.28K
$1.09M
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
265+ 1.26% |
$67.9K - $82.5K
|
21.4K
$10.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
263+ 1.42% |
$67.4K - $81.9K
|
18.7K
$8.97M
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
259+ 18.32% |
$66.4K - $80.6K
|
1.67K
$801K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
257+ 13.68% |
$65.9K - $80K
|
2.14K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
251+ 1.4% |
$64.3K - $78.1K
|
18.2K
$8.72M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
245+ 0.49% |
$62.8K - $76.3K
|
50.2K
$24M
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
243+ 0.31% |
$62.3K - $75.7K
|
77.8K
$37.3M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
231+ 9.32% |
$59.2K - $71.9K
|
2.71K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
221+ 10.85% |
$56.6K - $68.8K
|
2.26K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
212+ 0.34% |
$54.3K - $66K
|
63.3K
$30.3M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
203+ 20.93% |
$52K - $63.2K
|
1.17K
$561K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
201+ 2.78% |
$51.5K - $62.6K
|
7.43K
$3.56M
|
|
|
May 16, 2022
Q1 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
200+ 27.97% |
$51.3K - $62.3K
|
915
$438K
|