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, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
870New |
$222K - $282K
|
870
$404K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
868New |
$222K - $281K
|
868
$404K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
863+ 4.62% |
$221K - $280K
|
19.6K
$9.09M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
847New |
$216K - $275K
|
847
$394K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
841+ 4.56% |
$215K - $273K
|
19.3K
$8.96M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
830+ 3.93% |
$212K - $269K
|
22K
$10.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
825+ 6.15% |
$211K - $267K
|
14.2K
$6.62M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
819+ 48.49% |
$209K - $265K
|
2.51K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
816New |
$209K - $264K
|
816
$379K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
808+ 10.45% |
$206K - $262K
|
8.54K
$3.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
800New |
$204K - $259K
|
800
$372K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
800+ 15.38% |
$204K - $259K
|
6K
$2.79M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
790New |
$202K - $256K
|
790
$367K
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
787New |
$201K - $255K
|
787
$366K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
787New |
$201K - $255K
|
787
$366K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
786+ 26.85% |
$201K - $255K
|
3.71K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
777New |
$199K - $252K
|
777
$361K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
768New |
$196K - $249K
|
768
$357K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
765+ 45.24% |
$195K - $248K
|
2.46K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
759New |
$194K - $246K
|
759
$353K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
756New |
$193K - $245K
|
756
$351K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
748+ 0.57% |
$191K - $242K
|
132K
$61.2M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
741New |
$189K - $240K
|
741
$344K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
734New |
$188K - $238K
|
734
$341K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
730+ 0.92% |
$187K - $237K
|
80K
$37.2M
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
726New |
$186K - $235K
|
726
$338K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
724New |
$185K - $235K
|
724
$337K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
715New |
$183K - $232K
|
715
$332K
|
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
714New |
$182K - $231K
|
714
$332K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
708+ 61.89% |
$181K - $229K
|
1.85K
$861K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
704New |
$180K - $228K
|
704
$327K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
700New |
$179K - $227K
|
700
$325K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
682New |
$174K - $221K
|
682
$317K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
678New |
$173K - $220K
|
678
$315K
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
675+ 12.0% |
$172K - $219K
|
6.3K
$2.93M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
675New |
$172K - $219K
|
675
$314K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
668New |
$171K - $216K
|
668
$311K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
667New |
$170K - $216K
|
667
$310K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
666+ 9.21% |
$170K - $216K
|
7.9K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
663+ 14.51% |
$169K - $215K
|
5.23K
$2.43M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
661+ 11016.67% |
$169K - $214K
|
667
$310K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
652New |
$167K - $211K
|
652
$303K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
651+ 3.37% |
$166K - $211K
|
20K
$9.28M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
650+ 7.36% |
$166K - $211K
|
9.49K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
647New |
$165K - $210K
|
647
$301K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
636New |
$163K - $206K
|
636
$296K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
635New |
$162K - $206K
|
635
$295K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
619+ 91.98% |
$158K - $201K
|
1.29K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
614+ 0.42% |
$157K - $199K
|
148K
$68.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
600+ 1.05% |
$153K - $194K
|
58K
$27M
|