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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
2+ 0.15% |
$511 - $648
|
1.34K
$642K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.79% |
$256 - $324
|
57
$27.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$256 - $324
|
7
$3.35K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.08% |
$256 - $324
|
49
$23.5K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$256 - $324
|
2.13K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
1+ 1.0% |
$256 - $324
|
101
$48.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 3.7% |
$256 - $324
|
28
$13.4K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1- 0.07% |
$256 - $324
|
1.45K
$693K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 11.76% |
$511 - $648
|
15
$7.18K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.21% |
$511 - $648
|
966
$462K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2- 0.49% |
$511 - $648
|
406
$194K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-3- 60.0% |
$767 - $972
|
2
$957
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 0.86% |
$767 - $972
|
347
$166K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 11.63% |
$1.28K - $1.62K
|
38
$18.2K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6- 0.35% |
$1.53K - $1.94K
|
1.72K
$825K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6- 0.26% |
$1.53K - $1.94K
|
2.27K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 1.26% |
$1.79K - $2.27K
|
547
$262K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 25.0% |
$1.79K - $2.27K
|
21
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 3.17% |
$2.56K - $3.24K
|
305
$146K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-10- 2.28% |
$2.56K - $3.24K
|
429
$205K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-16- 15.69% |
$4.09K - $5.19K
|
86
$41.2K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-17- 0.06% |
$4.34K - $5.51K
|
30.5K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-17- 0.73% |
$4.34K - $5.51K
|
2.32K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-21- 2.39% |
$5.37K - $6.81K
|
858
$411K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22- 14.38% |
$5.62K - $7.13K
|
131
$62.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 85.71% |
$6.13K - $7.78K
|
4
$1.91K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-25- 2.43% |
$6.39K - $8.1K
|
1K
$480K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-27- 2.46% |
$6.9K - $8.75K
|
1.07K
$513K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-36- 29.27% |
$9.2K - $11.7K
|
87
$41.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-36- 0.58% |
$9.2K - $11.7K
|
6.17K
$2.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-38- 4.71% |
$9.71K - $12.3K
|
768
$368K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.26% |
$10.2K - $13K
|
15.2K
$7.28M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-41- 48.81% |
$10.5K - $13.3K
|
43
$20.6K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-45- 59.21% |
$11.5K - $14.6K
|
31
$14.8K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-45- 2.53% |
$11.5K - $14.6K
|
1.73K
$830K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-49- 2.94% |
$12.5K - $15.9K
|
1.62K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-62- 4.65% |
$15.8K - $20.1K
|
1.27K
$608K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-69- 0.89% |
$17.6K - $22.4K
|
7.65K
$3.66M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-70- 1.5% |
$17.9K - $22.7K
|
4.58K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-70- 2.2% |
$17.9K - $22.7K
|
3.11K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-72- 7.35% |
$18.4K - $23.3K
|
908
$435K
|
|
|
May 01, 2023
Q1 2023
|
Grace & White Inc
|
SELL
|
- |
-75- 0.17% |
$19.2K - $24.3K
|
42.9K
$20.5M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-81- 26.3% |
$20.7K - $26.3K
|
227
$109K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-82- 0.93% |
$21K - $26.6K
|
8.78K
$4.2M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-87- 7.09% |
$22.2K - $28.2K
|
1.14K
$546K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-94- 0.96% |
$24K - $30.5K
|
9.71K
$4.65M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 1.97% |
$25.6K - $32.4K
|
4.98K
$2.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.12% |
$25.6K - $32.4K
|
8.8K
$4.21M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.18% |
$25.6K - $32.4K
|
8.38K
$4.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-105- 13.01% |
$26.8K - $34K
|
702
$336K
|