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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
197New |
$50.5K - $61.3K
|
197
$93.4K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
194+ 7.11% |
$49.7K - $60.4K
|
2.92K
$1.39M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
185New |
$47.4K - $57.6K
|
185
$87.7K
|
|
|
May 09, 2022
Q1 2022
|
Lindenwold Advisors
|
BUY
|
- |
180+ 5.43% |
$46.1K - $56K
|
3.49K
$1.66M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
164+ 12.63% |
$42K - $51.1K
|
1.46K
$693K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
155New |
$39.7K - $48.3K
|
155
$73.5K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
153+ 136.61% |
$39.2K - $47.6K
|
265
$126K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150+ 517.24% |
$38.4K - $46.7K
|
179
$84.9K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137+ 1.34% |
$35.1K - $42.7K
|
10.4K
$4.91M
|
|
|
Apr 18, 2022
Q1 2022
|
Insight Folios Inc
|
BUY
|
- |
129+ 6.8% |
$33.1K - $40.2K
|
2.03K
$961K
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
128+ 15.96% |
$32.8K - $39.8K
|
930
$441K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
109+ 351.61% |
$27.9K - $33.9K
|
140
$66.4K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$26.7K - $32.4K
|
104
$49.3K
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
101+ 7.63% |
$25.9K - $31.4K
|
1.43K
$676K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
101+ 5.1% |
$25.9K - $31.4K
|
2.08K
$988K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 5.01% |
$25.6K - $31.1K
|
2.1K
$993K
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.18% |
$25.6K - $31.1K
|
8.6K
$4.08M
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
97+ 0.17% |
$24.9K - $30.2K
|
55.9K
$26.5M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
97+ 5.07% |
$24.9K - $30.2K
|
2.01K
$953K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
97+ 5.25% |
$24.9K - $30.2K
|
1.94K
$922K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
92+ 74.8% |
$23.6K - $28.6K
|
215
$102K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
89+ 6.36% |
$22.8K - $27.7K
|
1.49K
$706K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
89+ 0.21% |
$22.8K - $27.7K
|
43.3K
$20.5M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
86+ 9.45% |
$22K - $26.8K
|
996
$472K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
80+ 3.2% |
$20.5K - $24.9K
|
2.58K
$1.22M
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
79+ 7.14% |
$20.2K - $24.6K
|
1.19K
$562K
|
|
|
May 05, 2022
Q1 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
78+ 12.0% |
$20K - $24.3K
|
728
$345K
|
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
75New |
$19.2K - $23.3K
|
75
$35.6K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 25.58% |
$16.9K - $20.5K
|
324
$154K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
59New |
$15.1K - $18.4K
|
59
$28K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
54+ 0.05% |
$13.8K - $16.8K
|
112K
$53.2M
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
53+ 0.6% |
$13.6K - $16.5K
|
8.93K
$4.23M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52+ 2.86% |
$13.3K - $16.2K
|
1.87K
$887K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
51+ 0.91% |
$13.1K - $15.9K
|
5.64K
$2.67M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
46New |
$11.8K - $14.3K
|
46
$21.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
44+ 1.38% |
$11.3K - $13.7K
|
3.23K
$1.53M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
44+ 2.26% |
$11.3K - $13.7K
|
2K
$946K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
42+ 0.5% |
$10.8K - $13.1K
|
8.38K
$3.98M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
36+ 2.15% |
$9.23K - $11.2K
|
1.71K
$810K
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
35New |
$8.97K - $10.9K
|
35
$16.6K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 583.33% |
$8.97K - $10.9K
|
41
$19.4K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
30New |
$7.69K - $9.34K
|
30
$14.2K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
30+ 1.44% |
$7.69K - $9.34K
|
2.12K
$1M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30New |
$7.69K - $9.34K
|
30
$14.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28New |
$7.18K - $8.72K
|
28
$13.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
26+ 2.18% |
$6.66K - $8.09K
|
1.22K
$578K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
24+ 0.13% |
$6.15K - $7.47K
|
18.2K
$8.62M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
21New |
$5.38K - $6.54K
|
21
$9.96K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 0.32% |
$5.13K - $6.23K
|
6.23K
$2.95M
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
19+ 1.16% |
$4.87K - $5.92K
|
1.66K
$787K
|