Purchases and Sales Made in Q1 2023 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q1 2023. 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 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
318KNew |
$81.2M - $103M
|
318K
$152M
|
|
|
Apr 13, 2023
Q1 2023
|
Hamlin Capital Management, LLC
|
BUY
|
- |
203KNew |
$51.9M - $65.8M
|
203K
$97.2M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
166K+ 68.45% |
$42.4M - $53.7M
|
408K
$195M
|
|
|
May 12, 2023
Q1 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
157KNew |
$40.2M - $50.9M
|
157K
$75.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
153K+ 10064.37% |
$39.2M - $49.7M
|
155K
$74.1M
|
|
|
May 10, 2023
Q1 2023
|
Times Square Capital Management, LLC
|
BUY
|
- |
125KNew |
$32M - $40.6M
|
125K
$60M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
87.3KNew |
$22.3M - $28.3M
|
87.3K
$41.8M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
60.5KNew |
$15.4M - $19.6M
|
60.5K
$28.9M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
59.6K+ 99305.0% |
$15.2M - $19.3M
|
59.6K
$28.5M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
51.9K+ 1.62% |
$13.3M - $16.8M
|
3.26M
$1.56B
|
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
49.6KNew |
$12.7M - $16.1M
|
49.6K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43.3K+ 14.75% |
$11.1M - $14M
|
337K
$161M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
40KNew |
$10.2M - $13M
|
40K
$19.1M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.9K+ 51.58% |
$10.2M - $12.9M
|
117K
$56.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.9K+ 4286.14% |
$10.2M - $12.9M
|
40.8K
$19.5M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
35.9K+ 191.97% |
$9.18M - $11.6M
|
54.6K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.2K+ 1961.98% |
$8.49M - $10.8M
|
34.9K
$16.7M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
32.7K+ 2.0% |
$8.36M - $10.6M
|
1.67M
$800M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30K+ 13.64% |
$7.67M - $9.73M
|
250K
$120M
|
|
|
Apr 28, 2023
Q1 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
28.5K+ 5.7% |
$7.28M - $9.24M
|
529K
$253M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.9K+ 7.51% |
$7.12M - $9.03M
|
399K
$191M
|
|
|
Apr 13, 2023
Q1 2023
|
Dudley & Shanley, Inc.
|
BUY
|
- |
25.5KNew |
$6.51M - $8.26M
|
25.5K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
22.2K+ 2675.48% |
$5.66M - $7.18M
|
23K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
21.2K+ 42.79% |
$5.41M - $6.87M
|
70.7K
$33.8M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
21.1KNew |
$5.39M - $6.83M
|
21.1K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
20.8K+ 165.49% |
$5.33M - $6.76M
|
33.4K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.3K+ 2.86% |
$5.19M - $6.59M
|
730K
$349M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
20K+ 449.22% |
$5.1M - $6.47M
|
24.4K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
19.1K+ 31.48% |
$4.88M - $6.19M
|
79.7K
$38.2M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18.6K+ 511.78% |
$4.76M - $6.04M
|
22.3K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
18.5KNew |
$4.73M - $6.01M
|
18.5K
$8.87M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
17.8K+ 1.93% |
$4.56M - $5.78M
|
944K
$452M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
17.8K+ 85.22% |
$4.55M - $5.77M
|
38.7K
$18.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17.2K+ 344.61% |
$4.4M - $5.58M
|
22.2K
$10.6M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17KNew |
$4.35M - $5.52M
|
17K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.6K+ 31.47% |
$3.99M - $5.06M
|
65.3K
$31.2M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.1K+ 24.21% |
$3.86M - $4.89M
|
77.4K
$37.1M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.7K+ 76.92% |
$3.51M - $4.45M
|
31.6K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4KNew |
$3.16M - $4.01M
|
12.4K
$5.92M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$3.09M - $3.92M
|
12.1K
$5.79M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.1KNew |
$2.82M - $3.58M
|
11.1K
$5.29M
|
|
|
May 11, 2023
Q1 2023
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
10.7K+ 33.7% |
$2.75M - $3.48M
|
42.6K
$20.4M
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
10.5K+ 1098.12% |
$2.69M - $3.41M
|
11.5K
$5.49M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
10.1K+ 23.13% |
$2.59M - $3.29M
|
54K
$25.8M
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
9.64KNew |
$2.46M - $3.12M
|
9.64K
$4.61M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.57K+ 7.53% |
$2.44M - $3.1M
|
137K
$65.4M
|
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.55K+ 197.15% |
$2.44M - $3.09M
|
14.4K
$6.89M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8.69K+ 74.42% |
$2.22M - $2.82M
|
20.4K
$9.75M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.33KNew |
$2.13M - $2.7M
|
8.33K
$3.98M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.01K+ 1.5% |
$2.05M - $2.6M
|
540K
$259M
|