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 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
51+ 0.91% |
$11.6K - $15.6K
|
5.65K
$2.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
49+ 4.6% |
$11.1K - $15K
|
1.12K
$527K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
48New |
$10.9K - $14.7K
|
48
$22.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
47New |
$10.7K - $14.4K
|
47
$22.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47+ 391.67% |
$10.7K - $14.4K
|
59
$27.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
43+ 1.23% |
$9.76K - $13.1K
|
3.54K
$1.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
42New |
$9.53K - $12.8K
|
42
$19.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
40+ 1.33% |
$9.08K - $12.2K
|
3.04K
$1.44M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 1.8% |
$8.17K - $11K
|
2.03K
$961K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
35+ 0.39% |
$7.94K - $10.7K
|
8.96K
$4.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 12.41% |
$7.72K - $10.4K
|
308
$146K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 1.5% |
$7.26K - $9.78K
|
2.16K
$1.02M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 1.16% |
$6.81K - $9.17K
|
2.61K
$1.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
29+ 0.26% |
$6.58K - $8.86K
|
11.1K
$5.23M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
29+ 20.71% |
$6.58K - $8.86K
|
169
$79.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
28+ 0.08% |
$6.35K - $8.55K
|
36.9K
$17.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$12.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$12.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.75% |
$4.99K - $6.72K
|
2.95K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
21+ 12.8% |
$4.77K - $6.42K
|
185
$87.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19+ 32.2% |
$4.31K - $5.8K
|
78
$36.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18New |
$4.08K - $5.5K
|
18
$8.51K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
13+ 12.5% |
$2.95K - $3.97K
|
117
$55.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.81% |
$2.95K - $3.97K
|
1.62K
$768K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$2.95K - $3.97K
|
13
$6.15K
|
|
|
Aug 12, 2022
Q2 2022
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
12+ 0.03% |
$2.72K - $3.67K
|
38.7K
$18.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 11.25% |
$2.04K - $2.75K
|
89
$42.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
9+ 0.32% |
$2.04K - $2.75K
|
2.81K
$1.33M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9New |
$2.04K - $2.75K
|
9
$4.26K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9+ 0.81% |
$2.04K - $2.75K
|
1.12K
$530K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$1.82K - $2.44K
|
8
$3.78K
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.85% |
$1.82K - $2.44K
|
953
$451K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 6.25% |
$1.59K - $2.14K
|
119
$56.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7+ 36.84% |
$1.59K - $2.14K
|
26
$12.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 8.7% |
$908 - $1.22K
|
50
$23.7K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 0.21% |
$908 - $1.22K
|
1.89K
$893K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4+ 1.39% |
$908 - $1.22K
|
292
$138K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4+ 2.03% |
$908 - $1.22K
|
201
$95.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3+ 0.2% |
$681 - $917
|
1.51K
$715K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.62% |
$454 - $611
|
325
$154K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1New |
$227 - $306
|
1
$473
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 1.69% |
$227 - $306
|
58
$27.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.15% |
$227 - $306
|
652
$308K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 33.33% |
$227 - $306
|
2
$946
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 11.54% |
$681 - $917
|
23
$10.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3Closed |
$681 - $917
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4- 17.39% |
$908 - $1.22K
|
19
$8.99K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 12.5% |
$908 - $1.22K
|
28
$13.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4- 0.42% |
$908 - $1.22K
|
942
$446K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.07% |
$1.13K - $1.53K
|
7.35K
$3.48M
|