Purchases and Sales Made in Q2 2022 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.21K+ 22.96% |
$500K - $674K
|
11.8K
$5.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
2.18KNew |
$494K - $665K
|
2.18K
$1.01M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.15KNew |
$487K - $656K
|
2.15K
$998K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.14K+ 23777.78% |
$486K - $654K
|
2.15K
$999K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.1KNew |
$476K - $640K
|
2.1K
$974K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.09K+ 39.64% |
$475K - $640K
|
7.38K
$3.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
2.09K+ 58.0% |
$474K - $638K
|
5.69K
$2.65M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$454K - $611K
|
2K
$930K
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
2KNew |
$454K - $611K
|
2K
$930K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.97K+ 27.77% |
$447K - $602K
|
9.07K
$4.21M
|
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.94K+ 2.49% |
$440K - $593K
|
79.8K
$37.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 6340.0% |
$432K - $581K
|
1.93K
$898K
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.9KNew |
$431K - $580K
|
1.9K
$883K
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.9K+ 15.32% |
$431K - $580K
|
14.3K
$6.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.89KNew |
$429K - $577K
|
1.89K
$879K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.89K+ 104.14% |
$428K - $576K
|
3.7K
$1.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
1.86KNew |
$422K - $568K
|
1.86K
$865K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.85KNew |
$419K - $564K
|
1.85K
$859K
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.84KNew |
$418K - $562K
|
1.84K
$856K
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.81KNew |
$411K - $554K
|
1.81K
$843K
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.78KNew |
$404K - $544K
|
1.78K
$828K
|
|
|
Jul 14, 2022
Q2 2022
|
Wendell David Associates Inc
|
BUY
|
- |
1.72K+ 5.97% |
$389K - $524K
|
30.4K
$14.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.71K+ 7.23% |
$389K - $523K
|
25.4K
$11.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.69K+ 221.78% |
$384K - $516K
|
2.45K
$1.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Advocate Group LLC
|
BUY
|
- |
1.64KNew |
$373K - $502K
|
1.64K
$764K
|
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.6KNew |
$364K - $489K
|
1.6K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.57KNew |
$356K - $479K
|
1.57K
$729K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.55K+ 21.08% |
$351K - $472K
|
8.88K
$4.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.5K+ 86.96% |
$340K - $458K
|
3.23K
$1.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.5KNew |
$340K - $458K
|
1.5K
$697K
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.39KNew |
$316K - $425K
|
1.39K
$647K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 20.44% |
$308K - $415K
|
8K
$3.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.32K+ 13.85% |
$299K - $402K
|
10.8K
$5.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
1.29KNew |
$292K - $393K
|
1.29K
$597K
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.27KNew |
$288K - $388K
|
1.27K
$590K
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.21KNew |
$276K - $371K
|
1.21K
$564K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.19K+ 5.64% |
$270K - $363K
|
22.3K
$10.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.16K+ 5.42% |
$264K - $355K
|
22.6K
$10.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.14KNew |
$259K - $349K
|
1.14K
$531K
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.11KNew |
$252K - $339K
|
1.11K
$517K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.08KNew |
$246K - $331K
|
1.08K
$503K
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.03K+ 8.48% |
$233K - $313K
|
13.1K
$6.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 40.24% |
$227K - $306K
|
3.49K
$1.62M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1KNew |
$227K - $306K
|
1K
$465K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
970+ 46.57% |
$220K - $296K
|
3.05K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
959+ 6.78% |
$218K - $293K
|
15.1K
$7.03M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
924+ 4.33% |
$210K - $282K
|
22.3K
$10.4M
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
924+ 4.33% |
$210K - $282K
|
22.3K
$10.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
924+ 4.33% |
$210K - $282K
|
22.3K
$10.4M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
917New |
$208K - $280K
|
917
$426K
|