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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
187+ 2.63% |
$47.8K - $60.6K
|
7.29K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
177New |
$45.2K - $57.4K
|
177
$84.7K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
173+ 3.72% |
$44.2K - $56.1K
|
4.83K
$2.31M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
164+ 11.31% |
$41.9K - $53.2K
|
1.61K
$772K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
160+ 1.8% |
$40.9K - $51.9K
|
9.05K
$4.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
158+ 0.33% |
$40.4K - $51.2K
|
48.6K
$23.2M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
150New |
$38.3K - $48.6K
|
150
$71.8K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
145+ 3.27% |
$37.1K - $47K
|
4.57K
$2.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
142+ 100.0% |
$36.3K - $46K
|
284
$136K
|
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
141+ 0.96% |
$36K - $45.7K
|
14.8K
$7.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
133+ 0.78% |
$34K - $43.1K
|
17.3K
$8.27M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
128+ 182.86% |
$32.7K - $41.5K
|
198
$94.8K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
127+ 3.91% |
$32.5K - $41.2K
|
3.38K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
127+ 0.95% |
$32.5K - $41.2K
|
13.5K
$6.48M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
122New |
$31.2K - $39.5K
|
122
$58.4K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
120New |
$30.7K - $38.9K
|
120
$57.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
115+ 4.62% |
$29.4K - $37.3K
|
2.61K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
108+ 3.49% |
$27.6K - $35K
|
3.2K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
103+ 1.62% |
$26.3K - $33.4K
|
6.45K
$3.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
103+ 4.22% |
$26.3K - $33.4K
|
2.54K
$1.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
100+ 1.46% |
$25.6K - $32.4K
|
6.96K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
94+ 6.68% |
$24K - $30.5K
|
1.5K
$719K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92+ 28.84% |
$23.5K - $29.8K
|
411
$197K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
89+ 2.82% |
$22.7K - $28.8K
|
3.25K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
88+ 9.27% |
$22.5K - $28.5K
|
1.04K
$496K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
79+ 7.5% |
$20.2K - $25.6K
|
1.13K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
76+ 9.34% |
$19.4K - $24.6K
|
890
$426K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
74+ 1.26% |
$18.9K - $24K
|
5.92K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
70+ 7.8% |
$17.9K - $22.7K
|
967
$463K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
69+ 27.71% |
$17.6K - $22.4K
|
318
$152K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
67New |
$17.1K - $21.7K
|
67
$32.1K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66+ 1.1% |
$16.9K - $21.4K
|
6.06K
$2.9M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
66+ 1.35% |
$16.9K - $21.4K
|
4.96K
$2.37M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
66+ 0.31% |
$16.9K - $21.4K
|
21.1K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65+ 2.72% |
$16.6K - $21.1K
|
2.45K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
59+ 5.32% |
$15.1K - $19.1K
|
1.17K
$559K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
58New |
$14.8K - $18.8K
|
58
$27.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
52+ 742.86% |
$13.3K - $16.9K
|
59
$28.2K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
51+ 26.42% |
$13K - $16.5K
|
244
$117K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50+ 78.13% |
$12.8K - $16.2K
|
114
$54.6K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
49+ 55.06% |
$12.5K - $15.9K
|
138
$66K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
46+ 3.76% |
$11.8K - $14.9K
|
1.27K
$608K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
45+ 3.26% |
$11.5K - $14.6K
|
1.43K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
45+ 0.43% |
$11.5K - $14.6K
|
10.6K
$5.08M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
44New |
$11.2K - $14.3K
|
44
$21.1K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
40+ 0.68% |
$10.2K - $13K
|
5.89K
$2.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38New |
$9.71K - $12.3K
|
38
$18.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
36New |
$9.2K - $11.7K
|
36
$17.2K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
36+ 8.57% |
$9.2K - $11.7K
|
456
$218K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
35+ 1.13% |
$8.94K - $11.3K
|
3.12K
$1.49M
|