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 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
598+ 3.27% |
$153K - $194K
|
18.9K
$8.78M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
583+ 26.14% |
$149K - $189K
|
2.81K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
551New |
$141K - $179K
|
551
$256K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
551+ 5.05% |
$141K - $179K
|
11.5K
$5.33M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
515New |
$132K - $167K
|
515
$239K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
507+ 17.02% |
$130K - $164K
|
3.49K
$1.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
506+ 14.65% |
$129K - $164K
|
3.96K
$1.84M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
500New |
$128K - $162K
|
500
$232K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
491+ 17.64% |
$125K - $159K
|
3.28K
$1.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
485+ 0.23% |
$124K - $157K
|
215K
$99.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
473+ 22.11% |
$121K - $153K
|
2.61K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
462+ 0.85% |
$118K - $150K
|
55K
$25.5M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
451+ 1.93% |
$115K - $146K
|
23.8K
$11M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
442New |
$113K - $143K
|
442
$205K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
434+ 6.11% |
$111K - $141K
|
7.54K
$3.51M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
429+ 3.7% |
$110K - $139K
|
12K
$5.59M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
422+ 0.06% |
$108K - $137K
|
678K
$315M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
421+ 2.11% |
$108K - $136K
|
20.4K
$9.47M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
420+ 18.18% |
$107K - $136K
|
2.73K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
417+ 25.29% |
$107K - $135K
|
2.07K
$961K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
401+ 18.84% |
$102K - $130K
|
2.53K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
400+ 25.46% |
$102K - $130K
|
1.97K
$916K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
393+ 5.97% |
$100K - $127K
|
6.98K
$3.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
385+ 19.16% |
$98.4K - $125K
|
2.39K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
377+ 3.72% |
$96.3K - $122K
|
10.5K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
358+ 19.24% |
$91.5K - $116K
|
2.22K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
326+ 2.51% |
$83.3K - $106K
|
13.3K
$6.18M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
325+ 0.85% |
$83K - $105K
|
38.6K
$18M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
305+ 12.29% |
$77.9K - $98.9K
|
2.79K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
300+ 5.64% |
$76.7K - $97.2K
|
5.62K
$2.61M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
298New |
$76.1K - $96.6K
|
298
$139K
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
278+ 0.77% |
$71K - $90.1K
|
36.4K
$16.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
268+ 2.86% |
$68.5K - $86.9K
|
9.64K
$4.48M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
267+ 20.06% |
$68.2K - $86.5K
|
1.6K
$743K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
266+ 1.41% |
$68K - $86.2K
|
19.2K
$8.91M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
266+ 1.41% |
$68K - $86.2K
|
19.2K
$8.91M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
260+ 0.5% |
$66.4K - $84.3K
|
52.1K
$24.2M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
257+ 6.56% |
$65.7K - $83.3K
|
4.17K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
253+ 9.93% |
$64.6K - $82K
|
2.8K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
246+ 3.74% |
$62.9K - $79.7K
|
6.83K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
231+ 16.63% |
$59K - $74.9K
|
1.62K
$753K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
230+ 9.74% |
$58.8K - $74.5K
|
2.59K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
227+ 14.13% |
$58K - $73.6K
|
1.83K
$853K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
225+ 865.38% |
$57.5K - $72.9K
|
251
$117K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222+ 6.61% |
$56.7K - $72K
|
3.58K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
212+ 0.29% |
$54.2K - $68.7K
|
74.5K
$34.6M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
201+ 7.35% |
$51.4K - $65.1K
|
2.94K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
200+ 7.25% |
$51.1K - $64.8K
|
2.96K
$1.38M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 13.87% |
$51.1K - $64.8K
|
1.64K
$763K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
190+ 3.6% |
$48.5K - $61.6K
|
5.47K
$2.54M
|