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 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17- 34.69% |
$4.36K - $5.29K
|
32
$14.9K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-17- 1.76% |
$4.36K - $5.29K
|
950
$442K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-19Closed |
$4.87K - $5.92K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-20Closed |
$5.13K - $6.23K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-22- 3.12% |
$5.64K - $6.85K
|
684
$318K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.37% |
$6.41K - $7.78K
|
6.64K
$3.09M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-25- 7.99% |
$6.41K - $7.78K
|
288
$134K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27- 8.97% |
$6.92K - $8.41K
|
274
$127K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-29- 2.98% |
$7.43K - $9.03K
|
945
$439K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-29Closed |
$7.43K - $9.03K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-33- 2.14% |
$8.46K - $10.3K
|
1.51K
$702K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-36Closed |
$9.23K - $11.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-38- 2.52% |
$9.74K - $11.8K
|
1.47K
$682K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-38- 0.51% |
$9.74K - $11.8K
|
7.36K
$3.42M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-40- 0.54% |
$10.3K - $12.5K
|
7.36K
$3.42M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41- 4.15% |
$10.5K - $12.8K
|
946
$440K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-47Closed |
$12K - $14.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-54- 84.38% |
$13.8K - $16.8K
|
10
$4.65K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54- 0.12% |
$13.8K - $16.8K
|
45K
$20.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-56- 7.95% |
$14.4K - $17.4K
|
648
$301K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-58Closed |
$14.9K - $18.1K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-60- 46.51% |
$15.4K - $18.7K
|
69
$32.1K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-60- 1.89% |
$15.4K - $18.7K
|
3.12K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-64- 3.52% |
$16.4K - $19.9K
|
1.75K
$815K
|
|
|
Apr 14, 2022
Q1 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-70- 8.64% |
$17.9K - $21.8K
|
740
$344K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-75- 41.9% |
$19.2K - $23.3K
|
104
$48.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-86- 2.33% |
$22K - $26.8K
|
3.6K
$1.67M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87- 35.08% |
$22.3K - $27.1K
|
161
$74.9K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-88- 16.18% |
$22.6K - $27.4K
|
456
$212K
|
|
|
Apr 25, 2022
Q1 2022
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-89- 1.52% |
$22.8K - $27.7K
|
5.75K
$2.67M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-100- 12.08% |
$25.6K - $31.1K
|
728
$338K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-100- 5.3% |
$25.6K - $31.1K
|
1.79K
$831K
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.24% |
$25.6K - $31.1K
|
41.6K
$19.3M
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 1.69% |
$25.6K - $31.1K
|
5.81K
$2.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 0.62% |
$25.6K - $31.1K
|
16.2K
$7.51M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-102- 8.92% |
$26.1K - $31.8K
|
1.04K
$484K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-109- 0.02% |
$27.9K - $33.9K
|
503K
$234M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-115- 1.09% |
$29.5K - $35.8K
|
10.4K
$4.84M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-126- 6.86% |
$32.3K - $39.2K
|
1.71K
$795K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-128- 7.9% |
$32.8K - $39.8K
|
1.49K
$694K
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-131- 9.9% |
$33.6K - $40.8K
|
1.19K
$554K
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-134- 3.06% |
$34.3K - $41.7K
|
4.24K
$1.97M
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-135- 2.82% |
$34.6K - $42K
|
4.65K
$2.16M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-136- 0.46% |
$34.9K - $42.3K
|
29.7K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-145- 0.69% |
$37.2K - $45.1K
|
21K
$9.77M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-146- 8.28% |
$37.4K - $45.5K
|
1.62K
$752K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-166- 5.06% |
$42.5K - $51.7K
|
3.12K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-171Closed |
$43.8K - $53.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-172- 1.6% |
$44.1K - $53.5K
|
10.6K
$4.91M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-172- 2.8% |
$44.1K - $53.5K
|
5.98K
$2.78M
|