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 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16+ 0.21% |
$4.1K - $4.98K
|
7.79K
$3.62M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 1.86% |
$3.59K - $4.36K
|
766
$356K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
14+ 280.0% |
$3.59K - $4.36K
|
19
$8.83K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
13+ 1.27% |
$3.33K - $4.05K
|
1.04K
$481K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13New |
$3.33K - $4.05K
|
13
$6.04K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13+ 1.38% |
$3.33K - $4.05K
|
955
$444K
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.69% |
$2.82K - $3.42K
|
1.61K
$749K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
11+ 1.22% |
$2.82K - $3.42K
|
914
$425K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.2% |
$2.82K - $3.42K
|
5.49K
$2.55M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
10New |
$2.56K - $3.11K
|
10
$4.65K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9New |
$2.31K - $2.8K
|
9
$4.18K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
9New |
$2.31K - $2.8K
|
9
$4.18K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9New |
$2.31K - $2.8K
|
9
$4.18K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8+ 0.14% |
$2.05K - $2.49K
|
5.59K
$2.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
8New |
$2.05K - $2.49K
|
8
$3.72K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8+ 0.46% |
$2.05K - $2.49K
|
1.76K
$819K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.38% |
$2.05K - $2.49K
|
2.13K
$991K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7New |
$1.79K - $2.18K
|
7
$3.25K
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
6+ 0.65% |
$1.54K - $1.87K
|
925
$430K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5New |
$1.28K - $1.56K
|
5
$2.32K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
5+ 0.53% |
$1.28K - $1.56K
|
940
$437K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 7.27% |
$1.03K - $1.25K
|
59
$27.4K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 14.29% |
$1.03K - $1.25K
|
32
$14.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 10.53% |
$513 - $623
|
21
$9.76K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2+ 0.13% |
$513 - $623
|
1.51K
$702K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
2+ 0.11% |
$513 - $623
|
1.83K
$851K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 9.52% |
$513 - $623
|
23
$10.7K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$256 - $311
|
1
$465
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$256 - $311
|
1
$465
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 1.12% |
$256 - $311
|
90
$41.8K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1- 0.06% |
$256 - $311
|
1.65K
$769K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2- 0.15% |
$513 - $623
|
1.38K
$639K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 2.08% |
$513 - $623
|
94
$43.7K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 1.75% |
$513 - $623
|
112
$52.1K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.09% |
$1.03K - $1.25K
|
4.34K
$2.02M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-5Closed |
$1.28K - $1.56K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-5- 0.47% |
$1.28K - $1.56K
|
1.07K
$496K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6Closed |
$1.54K - $1.87K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-7Closed |
$1.79K - $2.18K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7- 0.09% |
$1.79K - $2.18K
|
7.96K
$3.7M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 43.75% |
$1.79K - $2.18K
|
9
$4.18K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-8- 0.7% |
$2.05K - $2.49K
|
1.13K
$525K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8Closed |
$2.05K - $2.49K
|
0
$0
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 2.78% |
$2.31K - $2.8K
|
315
$146K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-11- 0.87% |
$2.82K - $3.42K
|
1.26K
$584K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-12- 6.82% |
$3.08K - $3.74K
|
164
$76.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-12- 1.54% |
$3.08K - $3.74K
|
769
$358K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13- 0.6% |
$3.33K - $4.05K
|
2.15K
$1M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-14Closed |
$3.59K - $4.36K
|
0
$0
|