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
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
35+ 2.84% |
$8.94K - $11.3K
|
1.27K
$606K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
34+ 0.48% |
$8.69K - $11K
|
7.14K
$3.42M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
32+ 11.07% |
$8.18K - $10.4K
|
321
$154K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32+ 2.19% |
$8.18K - $10.4K
|
1.49K
$715K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
31+ 193.75% |
$7.92K - $10K
|
47
$22.5K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
30+ 2.65% |
$7.67K - $9.72K
|
1.16K
$555K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
30+ 4.82% |
$7.67K - $9.72K
|
652
$312K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29+ 24.79% |
$7.41K - $9.4K
|
146
$69.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$7.41K - $9.4K
|
29
$13.9K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
29New |
$7.41K - $9.4K
|
29
$13.9K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
28New |
$7.15K - $9.07K
|
28
$13.4K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27+ 14.59% |
$6.9K - $8.75K
|
212
$101K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 69.7% |
$5.88K - $7.45K
|
56
$26.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
23New |
$5.88K - $7.45K
|
23
$11K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
23+ 0.56% |
$5.88K - $7.45K
|
4.15K
$1.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 2000.0% |
$5.11K - $6.48K
|
21
$10.1K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
18+ 66.67% |
$4.6K - $5.83K
|
45
$21.5K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
18+ 1.11% |
$4.6K - $5.83K
|
1.64K
$786K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18+ 0.24% |
$4.6K - $5.83K
|
7.66K
$3.67M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
18+ 0.12% |
$4.6K - $5.83K
|
15K
$7.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 1.11% |
$4.6K - $5.83K
|
1.64K
$786K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
17New |
$4.34K - $5.51K
|
17
$8.14K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16+ 0.15% |
$4.09K - $5.19K
|
10.3K
$4.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
15New |
$3.83K - $4.86K
|
15
$7.18K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 56.52% |
$3.32K - $4.21K
|
36
$17.2K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$3.07K - $3.89K
|
12
$5.74K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
11+ 0.35% |
$2.81K - $3.57K
|
3.18K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.23% |
$2.56K - $3.24K
|
4.32K
$2.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 0.55% |
$2.56K - $3.24K
|
1.83K
$877K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 37.04% |
$2.56K - $3.24K
|
37
$17.7K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$2.56K - $3.24K
|
10
$4.79K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.46% |
$2.56K - $3.24K
|
2.19K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9+ 180.0% |
$2.3K - $2.92K
|
14
$6.7K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.15% |
$1.79K - $2.27K
|
4.83K
$2.31M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 19.23% |
$1.28K - $1.62K
|
31
$14.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$1.28K - $1.62K
|
5
$2.39K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
5+ 1.88% |
$1.28K - $1.62K
|
271
$130K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.25% |
$1.28K - $1.62K
|
2.04K
$974K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.2% |
$1.28K - $1.62K
|
2.51K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 2.31% |
$1.28K - $1.62K
|
221
$106K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5+ 1.54% |
$1.28K - $1.62K
|
330
$158K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 250.0% |
$1.28K - $1.62K
|
7
$3.35K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5New |
$1.28K - $1.62K
|
5
$2.39K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5+ 0.3% |
$1.28K - $1.62K
|
1.66K
$795K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 12.9% |
$1.02K - $1.3K
|
35
$16.8K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4New |
$1.02K - $1.3K
|
4
$1.91K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 16.67% |
$1.02K - $1.3K
|
28
$13.4K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
4+ 3.85% |
$1.02K - $1.3K
|
108
$51.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.32% |
$767 - $972
|
947
$453K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 50.0% |
$511 - $648
|
6
$2.87K
|