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 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
904New |
$205K - $276K
|
904
$433K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
888+ 35.32% |
$202K - $271K
|
3.4K
$1.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
859+ 3.62% |
$195K - $262K
|
24.6K
$11.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
855+ 4.7% |
$194K - $261K
|
19K
$9.11M
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
846+ 11.46% |
$192K - $258K
|
8.23K
$3.94M
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
835+ 5.25% |
$189K - $255K
|
16.7K
$8.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
812New |
$184K - $248K
|
812
$389K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
812+ 44.91% |
$184K - $248K
|
2.62K
$1.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
776+ 3.29% |
$176K - $237K
|
24.3K
$11.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
763+ 0.51% |
$173K - $233K
|
149K
$71.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
762+ 42.08% |
$173K - $233K
|
2.57K
$1.23M
|
|
|
Sep 06, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
731New |
$166K - $223K
|
731
$350K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
702+ 4.31% |
$159K - $214K
|
17K
$8.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
692+ 3.8% |
$157K - $211K
|
18.9K
$9.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
684+ 40.02% |
$155K - $209K
|
2.39K
$1.15M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
658+ 0.42% |
$149K - $201K
|
158K
$75.4M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
619+ 77.57% |
$140K - $189K
|
1.42K
$678K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
605+ 3.58% |
$137K - $185K
|
17.5K
$8.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
603New |
$137K - $184K
|
603
$289K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
557+ 2.38% |
$126K - $170K
|
24K
$11.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
550+ 0.15% |
$125K - $168K
|
361K
$173M
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
537+ 17.21% |
$122K - $164K
|
3.66K
$1.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
516+ 4.11% |
$117K - $158K
|
13.1K
$6.26M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
511+ 23.78% |
$116K - $156K
|
2.66K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
511+ 49.04% |
$116K - $156K
|
1.55K
$743K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
493+ 3.0% |
$112K - $151K
|
16.9K
$8.11M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
492+ 2.64% |
$112K - $150K
|
19.1K
$9.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
483+ 8.39% |
$110K - $148K
|
6.24K
$2.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
440+ 2.27% |
$99.9K - $134K
|
19.8K
$9.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
435+ 18.25% |
$98.7K - $133K
|
2.82K
$1.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
391+ 9.01% |
$88.7K - $119K
|
4.73K
$2.26M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
387+ 16.97% |
$87.8K - $118K
|
2.67K
$1.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
372+ 4.78% |
$84.4K - $114K
|
8.16K
$3.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
355+ 0.82% |
$80.6K - $108K
|
43.7K
$20.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
346+ 6.72% |
$78.5K - $106K
|
5.49K
$2.63M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
332+ 4.72% |
$75.3K - $101K
|
7.36K
$3.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
331+ 12.21% |
$75.1K - $101K
|
3.04K
$1.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
329+ 3.18% |
$74.7K - $101K
|
10.7K
$5.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
319+ 34.49% |
$72.4K - $97.5K
|
1.24K
$595K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
315New |
$71.5K - $96.2K
|
315
$151K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
314+ 33.05% |
$71.3K - $95.9K
|
1.26K
$605K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
313+ 15.58% |
$71K - $95.6K
|
2.32K
$1.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
307+ 3.94% |
$69.7K - $93.8K
|
8.1K
$3.88M
|
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
303+ 0.69% |
$68.8K - $92.6K
|
44.3K
$21.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
300+ 1.86% |
$68.1K - $91.7K
|
16.5K
$7.88M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
298New |
$67.6K - $91K
|
298
$143K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
288+ 45.14% |
$65.4K - $88K
|
926
$443K
|
|
|
Jul 26, 2022
Q2 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
274+ 2.1% |
$62.2K - $83.7K
|
13.3K
$6.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
268+ 63.06% |
$60.8K - $81.9K
|
693
$332K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
258+ 17.59% |
$58.6K - $78.8K
|
1.73K
$826K
|