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 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.4K+ 111.5% |
$614K - $779K
|
4.56K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.37KNew |
$607K - $769K
|
2.37K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$588K - $745K
|
2.3K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.27K+ 20.9% |
$581K - $737K
|
13.1K
$6.11M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.17K+ 1.14% |
$555K - $704K
|
193K
$89.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.16K+ 10.67% |
$551K - $699K
|
22.4K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.14K+ 112.97% |
$547K - $694K
|
4.04K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
2.04K+ 3.52% |
$520K - $660K
|
59.9K
$27.9M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2K+ 19.26% |
$511K - $648K
|
12.4K
$5.76M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.97K+ 1.14% |
$504K - $640K
|
175K
$81.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.95K+ 69.6% |
$497K - $631K
|
4.74K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.92K+ 171.22% |
$490K - $621K
|
3.04K
$1.41M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
1.86K+ 121.35% |
$476K - $604K
|
3.4K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.81KNew |
$463K - $588K
|
1.81K
$843K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.81KNew |
$461K - $585K
|
1.81K
$840K
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.79KNew |
$458K - $581K
|
1.79K
$833K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.77K+ 27.88% |
$451K - $572K
|
8.1K
$3.76M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
1.69K+ 5.79% |
$431K - $547K
|
30.8K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 36.26% |
$429K - $544K
|
6.3K
$2.93M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 9.8% |
$402K - $510K
|
17.7K
$8.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.57K+ 1.61% |
$401K - $508K
|
98.8K
$45.9M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 28.27% |
$397K - $503K
|
7.04K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.52K+ 27.83% |
$388K - $492K
|
6.97K
$3.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.48K+ 3.9% |
$378K - $479K
|
39.3K
$18.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.47K+ 4.68% |
$376K - $476K
|
32.9K
$15.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.47KNew |
$374K - $475K
|
1.47K
$681K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.46K+ 10.8% |
$374K - $474K
|
15K
$6.97M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.43KNew |
$366K - $464K
|
1.43K
$666K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.41K+ 21.43% |
$360K - $456K
|
7.98K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
1.38K+ 2.06% |
$353K - $447K
|
68.3K
$31.7M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.33KNew |
$339K - $430K
|
1.33K
$617K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 42.08% |
$337K - $428K
|
4.46K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.29KNew |
$330K - $419K
|
1.29K
$601K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.23KNew |
$314K - $398K
|
1.23K
$570K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 6.31% |
$311K - $395K
|
20.5K
$9.54M
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.19KNew |
$304K - $385K
|
1.19K
$552K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.15K+ 6.9% |
$293K - $371K
|
17.8K
$8.25M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.13K+ 193.47% |
$288K - $365K
|
1.71K
$794K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.11KNew |
$284K - $361K
|
1.11K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
1.05KNew |
$268K - $340K
|
1.05K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.05KNew |
$267K - $339K
|
1.05K
$486K
|
|
|
Apr 21, 2023
Q1 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 1.35% |
$264K - $335K
|
77.5K
$36M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.02K+ 5.5% |
$261K - $331K
|
19.6K
$9.12M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.02K+ 16.84% |
$260K - $330K
|
7.06K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.02KNew |
$260K - $329K
|
1.02K
$472K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.01K+ 9.1% |
$258K - $327K
|
12.1K
$5.63M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
976+ 78.14% |
$249K - $316K
|
2.23K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
951New |
$243K - $308K
|
951
$442K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
895+ 0.65% |
$229K - $290K
|
138K
$64.1M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
882+ 23.05% |
$225K - $286K
|
4.71K
$2.19M
|