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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8K+ 10.71% |
$2.04M - $2.59M
|
82.7K
$41.5M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.87KNew |
$2.01M - $2.55M
|
7.87K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
7.72KNew |
$1.97M - $2.5M
|
7.72K
$3.87M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
7.47K+ 33.4% |
$1.91M - $2.42M
|
29.8K
$15M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.28K+ 34.44% |
$1.86M - $2.36M
|
28.4K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.24K+ 878.06% |
$1.85M - $2.35M
|
8.07K
$4.05M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.15KNew |
$1.83M - $2.32M
|
7.15K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.65KNew |
$1.7M - $2.16M
|
6.65K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.51K+ 123.83% |
$1.66M - $2.11M
|
11.8K
$5.9M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.48K+ 26.53% |
$1.66M - $2.1M
|
30.9K
$15.5M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.44K+ 79.61% |
$1.64M - $2.09M
|
14.5K
$7.28M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.33K+ 19.59% |
$1.62M - $2.05M
|
38.6K
$19.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.01K+ 55.8% |
$1.53M - $1.95M
|
16.8K
$8.41M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.8KNew |
$1.48M - $1.88M
|
5.8K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.48K+ 238.4% |
$1.4M - $1.77M
|
7.77K
$3.9M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.36K+ 22.03% |
$1.37M - $1.74M
|
29.7K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.33K+ 641.16% |
$1.36M - $1.73M
|
6.16K
$3.09M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.18KNew |
$1.32M - $1.68M
|
5.18K
$2.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
5K+ 42.41% |
$1.28M - $1.62M
|
16.8K
$8.42M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.68K+ 4.47% |
$1.2M - $1.52M
|
109K
$54.8M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.58K+ 16.43% |
$1.17M - $1.49M
|
32.5K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.46K+ 1.56% |
$1.14M - $1.45M
|
291K
$146M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.39K+ 120.61% |
$1.12M - $1.42M
|
8.03K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4.3K+ 139.69% |
$1.1M - $1.39M
|
7.38K
$3.7M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.92KNew |
$1M - $1.27M
|
3.92K
$1.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Covea Finance
|
BUY
|
- |
3.8KNew |
$971K - $1.23M
|
3.8K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.68K+ 5.65% |
$940K - $1.19M
|
68.8K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.67K+ 43.41% |
$936K - $1.19M
|
12.1K
$6.07M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.66K+ 16.44% |
$934K - $1.18M
|
25.9K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.61K+ 37.18% |
$921K - $1.17M
|
13.3K
$6.67M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
3.56K+ 170.53% |
$909K - $1.15M
|
5.65K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.55K+ 114.82% |
$907K - $1.15M
|
6.64K
$3.33M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.54K+ 283.12% |
$904K - $1.15M
|
4.79K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.52KNew |
$900K - $1.14M
|
3.52K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.42KNew |
$873K - $1.11M
|
3.42K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.23KNew |
$825K - $1.05M
|
3.23K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
3.14K+ 56.53% |
$802K - $1.02M
|
8.7K
$4.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
3.09K+ 12.8% |
$791K - $1M
|
27.3K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.85KNew |
$729K - $925K
|
2.85K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.8KNew |
$715K - $907K
|
2.8K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.67K+ 133.25% |
$681K - $864K
|
4.67K
$2.34M
|
|
|
Apr 27, 2023
Q1 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
2.65K+ 4.36% |
$677K - $859K
|
63.5K
$31.8M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.62KNew |
$669K - $848K
|
2.62K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.59K+ 8.31% |
$661K - $838K
|
33.7K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$647K - $821K
|
2.53K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.53K+ 6.64% |
$646K - $819K
|
40.6K
$20.4M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.5KNew |
$639K - $810K
|
2.5K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.49KNew |
$635K - $806K
|
2.49K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.45K+ 19.98% |
$625K - $792K
|
14.7K
$7.37M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.41K+ 3.93% |
$616K - $781K
|
63.8K
$32M
|