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 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
225New |
$51.1K - $68.7K
|
225
$113K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
217+ 14.37% |
$49.2K - $66.3K
|
1.73K
$868K
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
216+ 21.69% |
$49K - $66K
|
1.21K
$609K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
210+ 6.74% |
$47.7K - $64.2K
|
3.33K
$1.67M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
206+ 6.91% |
$46.7K - $62.9K
|
3.19K
$1.6M
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
199+ 1.38% |
$45.2K - $60.8K
|
14.6K
$7.33M
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
187+ 15.77% |
$42.4K - $57.1K
|
1.37K
$690K
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
184+ 15.09% |
$41.8K - $56.2K
|
1.4K
$705K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182+ 9.73% |
$41.3K - $55.6K
|
2.05K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
173+ 10.12% |
$39.3K - $52.9K
|
1.88K
$946K
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
172+ 0.12% |
$39K - $52.5K
|
145K
$72.8M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
165+ 14.07% |
$37.4K - $50.4K
|
1.34K
$672K
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
165+ 17.1% |
$37.4K - $50.4K
|
1.13K
$568K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
164+ 24.3% |
$37.2K - $50.1K
|
839
$421K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
158+ 585.19% |
$35.9K - $48.3K
|
185
$92.9K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
157+ 2.31% |
$35.6K - $48K
|
6.94K
$3.49M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
153New |
$34.7K - $46.7K
|
153
$76.9K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
128+ 2.05% |
$29K - $39.1K
|
6.36K
$3.19M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
116+ 828.57% |
$26.3K - $35.4K
|
130
$65.3K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
115+ 6.44% |
$26.1K - $35.1K
|
1.9K
$955K
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
115+ 2.47% |
$26.1K - $35.1K
|
4.76K
$2.39M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
115+ 14.95% |
$26.1K - $35.1K
|
884
$444K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
106New |
$24.1K - $32.4K
|
106
$53.2K
|
|
Jul 27, 2022
Q2 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
100+ 3.52% |
$22.7K - $30.6K
|
2.94K
$1.48M
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.19% |
$22.7K - $30.6K
|
8.48K
$4.26M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.38% |
$22.7K - $30.6K
|
3.06K
$1.54M
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.16% |
$22.7K - $30.6K
|
8.7K
$4.37M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
100+ 100.0% |
$22.7K - $30.6K
|
200
$100K
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
BUY
|
- |
99New |
$22.5K - $30.2K
|
99
$49.7K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
94New |
$21.3K - $28.7K
|
94
$47.2K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
94New |
$21.3K - $28.7K
|
94
$47.2K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90+ 1.21% |
$20.4K - $27.5K
|
7.52K
$3.78M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
88+ 1466.67% |
$20K - $26.9K
|
94
$47.2K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
87+ 2.01% |
$19.7K - $26.6K
|
4.41K
$2.21M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
87+ 0.4% |
$19.7K - $26.6K
|
21.9K
$11M
|
|
Aug 19, 2022
Q2 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
87+ 0.23% |
$19.7K - $26.6K
|
37.4K
$18.8M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
83+ 4.27% |
$18.8K - $25.4K
|
2.03K
$1.02M
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
83New |
$18.8K - $25.4K
|
83
$41.7K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 911.11% |
$18.6K - $25.1K
|
91
$45.7K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
80New |
$18.2K - $24.4K
|
80
$40.2K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
73+ 15.24% |
$16.6K - $22.3K
|
552
$277K
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
70+ 4.22% |
$15.9K - $21.4K
|
1.73K
$869K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
66+ 1.2% |
$15K - $20.2K
|
5.55K
$2.79M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
61+ 6.63% |
$13.8K - $18.6K
|
981
$493K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
60+ 66.67% |
$13.6K - $18.3K
|
150
$75.3K
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
58+ 6.24% |
$13.2K - $17.7K
|
988
$496K
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
BUY
|
- |
54+ 2.66% |
$12.3K - $16.5K
|
2.08K
$1.05M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
53+ 189.29% |
$12K - $16.2K
|
81
$40.7K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
52New |
$11.8K - $15.9K
|
52
$26.1K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
51+ 0.91% |
$11.6K - $15.6K
|
5.65K
$2.84M
|