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 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-863- 99.77% |
$221K - $280K
|
2
$930
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-917- 39.02% |
$234K - $297K
|
1.43K
$666K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-927- 1.53% |
$237K - $300K
|
59.5K
$27.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-952- 10.46% |
$243K - $309K
|
8.15K
$3.79M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1K- 11.49% |
$256K - $324K
|
7.7K
$3.58M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 11.22% |
$256K - $324K
|
7.91K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.03K- 3.83% |
$263K - $333K
|
25.8K
$12M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.03K- 2.85% |
$263K - $334K
|
35.1K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.03K- 2.85% |
$263K - $334K
|
35.1K
$16.3M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.09K- 26.09% |
$278K - $352K
|
3.08K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.14K- 42.61% |
$290K - $368K
|
1.53K
$711K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-1.21K- 19.57% |
$308K - $391K
|
4.96K
$2.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.24K- 9.37% |
$317K - $402K
|
12K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.27K- 65.58% |
$324K - $411K
|
665
$309K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.35K- 34.7% |
$344K - $436K
|
2.53K
$1.18M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.38K- 10.8% |
$352K - $446K
|
11.4K
$5.29M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 1.63% |
$377K - $479K
|
89.3K
$41.5M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 11.98% |
$463K - $587K
|
13.3K
$6.18M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.07K- 3.77% |
$530K - $672K
|
52.9K
$24.6M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-2.11K- 84.31% |
$538K - $683K
|
392
$182K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.15K- 94.67% |
$550K - $697K
|
121
$56.3K
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.15K- 5.6% |
$550K - $697K
|
36.2K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-2.2K- 51.9% |
$563K - $714K
|
2.04K
$949K
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-2.3K- 1.72% |
$588K - $746K
|
132K
$61.2M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.41K- 27.53% |
$616K - $781K
|
6.35K
$2.95M
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
SELL
|
- |
-2.54K- 71.98% |
$648K - $822K
|
987
$459K
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.56K- 3.11% |
$655K - $831K
|
79.8K
$37.1M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-2.62K- 1.69% |
$668K - $848K
|
152K
$70.7M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.7K- 10.01% |
$689K - $874K
|
24.2K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.05K- 34.99% |
$780K - $990K
|
5.68K
$2.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.13K- 11.45% |
$799K - $1.01M
|
24.2K
$11.2M
|
|
|
May 03, 2023
Q1 2023
|
Pembroke Management, LTD
|
SELL
|
- |
-3.34K- 5.41% |
$854K - $1.08M
|
58.4K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 3.4% |
$864K - $1.1M
|
96K
$44.6M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.64K- 1.01% |
$930K - $1.18M
|
358K
$167M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.79K- 1.72% |
$967K - $1.23M
|
217K
$101M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.79K- 1.72% |
$967K - $1.23M
|
217K
$101M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-3.8K- 15.09% |
$970K - $1.23M
|
21.4K
$9.93M
|
|
|
May 11, 2023
Q1 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-3.83K- 67.57% |
$978K - $1.24M
|
1.84K
$854K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-3.89K- 17.92% |
$994K - $1.26M
|
17.8K
$8.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-4K- 6.67% |
$1.02M - $1.3M
|
56K
$26M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-4.4K- 7.9% |
$1.12M - $1.43M
|
51.3K
$23.9M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-4.56K- 16.31% |
$1.16M - $1.48M
|
23.4K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.63K- 86.02% |
$1.18M - $1.5M
|
752
$350K
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-4.66K- 87.32% |
$1.19M - $1.51M
|
676
$314K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.7K- 10.52% |
$1.2M - $1.52M
|
39.9K
$18.6M
|
|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-4.8K- 24.49% |
$1.23M - $1.56M
|
14.8K
$6.88M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-5.16K- 14.99% |
$1.32M - $1.67M
|
29.2K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.2K- 70.97% |
$1.33M - $1.69M
|
2.13K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.27K- 27.83% |
$1.35M - $1.71M
|
13.7K
$6.35M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.37K- 69.02% |
$1.37M - $1.74M
|
2.41K
$1.12M
|