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 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-109- 0.88% |
$27.9K - $35.3K
|
12.2K
$5.69M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-120- 1.78% |
$30.7K - $38.9K
|
6.62K
$3.08M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-125- 0.71% |
$31.9K - $40.5K
|
17.4K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-127- 0.48% |
$32.5K - $41.2K
|
26.1K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-128- 85.33% |
$32.7K - $41.5K
|
22
$10.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-139- 2.49% |
$35.5K - $45K
|
5.45K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-140- 1.63% |
$35.8K - $45.4K
|
8.47K
$3.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-150- 17.42% |
$38.3K - $48.6K
|
711
$331K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 41.91% |
$47K - $59.6K
|
255
$119K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-188- 0.66% |
$48K - $60.9K
|
28.5K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-189- 8.72% |
$48.3K - $61.3K
|
1.98K
$920K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-190- 29.55% |
$48.5K - $61.6K
|
453
$211K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-190- 55.88% |
$48.5K - $61.6K
|
150
$69.7K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-200- 17.92% |
$51.1K - $64.8K
|
916
$426K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-221- 6.38% |
$56.5K - $71.6K
|
3.25K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-228- 12.46% |
$58.3K - $73.9K
|
1.6K
$745K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-248- 13.28% |
$63.4K - $80.4K
|
1.62K
$753K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-263- 23.59% |
$67.2K - $85.2K
|
852
$396K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-279- 25.5% |
$71.3K - $90.4K
|
815
$379K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-292Closed |
$74.6K - $94.6K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-293- 2.49% |
$74.9K - $95K
|
11.5K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-294- 10.13% |
$75.1K - $95.3K
|
2.61K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.73% |
$76.7K - $97.2K
|
40.8K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-303- 16.76% |
$77.4K - $98.2K
|
1.51K
$700K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-324- 3.9% |
$82.8K - $105K
|
7.98K
$3.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-335- 3.05% |
$85.6K - $109K
|
10.7K
$4.95M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-341- 57.6% |
$87.1K - $111K
|
251
$117K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-345- 75.82% |
$88.2K - $112K
|
110
$51.1K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-359- 90.2% |
$91.7K - $116K
|
39
$18.1K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-384- 2.24% |
$98.1K - $124K
|
16.8K
$7.79M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-387- 17.72% |
$98.9K - $125K
|
1.8K
$835K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-397- 4.3% |
$101K - $129K
|
8.83K
$4.11M
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-422- 33.39% |
$108K - $137K
|
842
$391K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-435- 28.58% |
$111K - $141K
|
1.09K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-438- 15.02% |
$112K - $142K
|
2.48K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-450- 0.59% |
$115K - $146K
|
76K
$35.3M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-485- 0.93% |
$124K - $157K
|
51.4K
$23.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-496- 4.71% |
$127K - $161K
|
10K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-544- 2.51% |
$139K - $176K
|
21.1K
$9.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-550- 20.0% |
$141K - $178K
|
2.2K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-559- 2.05% |
$143K - $181K
|
26.8K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-572- 1.32% |
$146K - $185K
|
42.8K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-613- 29.34% |
$157K - $199K
|
1.48K
$686K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-616- 6.13% |
$157K - $200K
|
9.44K
$4.39M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-625- 3.12% |
$160K - $203K
|
19.4K
$9.02M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-681- 9.01% |
$174K - $221K
|
6.88K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-703- 2.5% |
$180K - $228K
|
27.4K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-749- 13.02% |
$191K - $243K
|
5K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-840- 0.74% |
$215K - $272K
|
113K
$52.6M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-861- 24.02% |
$220K - $279K
|
2.72K
$1.27M
|