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
|
Fifth Third Bancorp
|
BUY
|
- |
49+ 4.6% |
$11.1K - $15K
|
1.12K
$534K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
48New |
$10.9K - $14.7K
|
48
$23K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47+ 391.67% |
$10.7K - $14.4K
|
59
$28.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
47New |
$10.7K - $14.4K
|
47
$22.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
43+ 1.23% |
$9.76K - $13.1K
|
3.54K
$1.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
42New |
$9.53K - $12.8K
|
42
$20.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
40+ 1.33% |
$9.08K - $12.2K
|
3.04K
$1.46M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
36+ 1.8% |
$8.17K - $11K
|
2.03K
$972K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
35+ 0.39% |
$7.94K - $10.7K
|
8.96K
$4.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 12.41% |
$7.72K - $10.4K
|
308
$147K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 1.5% |
$7.26K - $9.78K
|
2.16K
$1.04M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 1.16% |
$6.81K - $9.17K
|
2.61K
$1.25M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
29+ 0.26% |
$6.58K - $8.86K
|
11.1K
$5.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
29+ 20.71% |
$6.58K - $8.86K
|
169
$80.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
28+ 0.08% |
$6.35K - $8.55K
|
36.9K
$17.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$12.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$12.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.75% |
$4.99K - $6.72K
|
2.95K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
21+ 12.8% |
$4.77K - $6.42K
|
185
$88.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19+ 32.2% |
$4.31K - $5.8K
|
78
$37.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18New |
$4.08K - $5.5K
|
18
$8.61K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.81% |
$2.95K - $3.97K
|
1.62K
$777K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
13+ 12.5% |
$2.95K - $3.97K
|
117
$56K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13New |
$2.95K - $3.97K
|
13
$6.22K
|
|
|
Aug 12, 2022
Q2 2022
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
12+ 0.03% |
$2.72K - $3.67K
|
38.7K
$18.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
9+ 0.32% |
$2.04K - $2.75K
|
2.81K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 11.25% |
$2.04K - $2.75K
|
89
$42.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9New |
$2.04K - $2.75K
|
9
$4.31K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9+ 0.81% |
$2.04K - $2.75K
|
1.12K
$536K
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.85% |
$1.82K - $2.44K
|
953
$456K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8New |
$1.82K - $2.44K
|
8
$3.83K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 6.25% |
$1.59K - $2.14K
|
119
$57K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
7+ 36.84% |
$1.59K - $2.14K
|
26
$12.4K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4+ 0.21% |
$908 - $1.22K
|
1.89K
$903K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4+ 2.03% |
$908 - $1.22K
|
201
$96.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4+ 1.39% |
$908 - $1.22K
|
292
$140K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 8.7% |
$908 - $1.22K
|
50
$23.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3+ 0.2% |
$681 - $917
|
1.51K
$724K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.62% |
$454 - $611
|
325
$156K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1New |
$227 - $306
|
1
$479
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 33.33% |
$227 - $306
|
2
$957
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 1.69% |
$227 - $306
|
58
$27.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.15% |
$227 - $306
|
652
$312K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3Closed |
$681 - $917
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 11.54% |
$681 - $917
|
23
$11K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 12.5% |
$908 - $1.22K
|
28
$13.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4- 0.42% |
$908 - $1.22K
|
942
$451K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4- 17.39% |
$908 - $1.22K
|
19
$9.09K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.07% |
$1.13K - $1.53K
|
7.35K
$3.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6- 0.25% |
$1.36K - $1.83K
|
2.38K
$1.14M
|