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 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6- 0.25% |
$1.36K - $1.83K
|
2.38K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7- 0.3% |
$1.59K - $2.14K
|
2.33K
$1.1M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-7Closed |
$1.59K - $2.14K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8Closed |
$1.82K - $2.44K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-9Closed |
$2.04K - $2.75K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-10Closed |
$2.27K - $3.06K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10- 0.19% |
$2.27K - $3.06K
|
5.3K
$2.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 24.39% |
$2.27K - $3.06K
|
31
$14.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 6.21% |
$2.27K - $3.06K
|
151
$71.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-11- 1.2% |
$2.5K - $3.36K
|
903
$427K
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-12Closed |
$2.72K - $3.67K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-13- 1.26% |
$2.95K - $3.97K
|
1.02K
$483K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14- 0.96% |
$3.18K - $4.28K
|
1.45K
$685K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14- 1.47% |
$3.18K - $4.28K
|
941
$445K
|
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-18- 0.56% |
$4.08K - $5.5K
|
3.17K
$1.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20- 66.67% |
$4.54K - $6.11K
|
10
$4.73K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-23Closed |
$5.22K - $7.03K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 36.36% |
$5.45K - $7.33K
|
42
$19.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 26.6% |
$5.67K - $7.64K
|
69
$32.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 2.01% |
$5.67K - $7.64K
|
1.22K
$577K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-26- 37.68% |
$5.9K - $7.94K
|
43
$20.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-27- 0.6% |
$6.13K - $8.25K
|
4.46K
$2.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28- 15.64% |
$6.35K - $8.55K
|
151
$71.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30Closed |
$6.81K - $9.17K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-32Closed |
$7.26K - $9.78K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-33- 2.63% |
$7.49K - $10.1K
|
1.22K
$578K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-35Closed |
$7.94K - $10.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-35- 0.61% |
$7.94K - $10.7K
|
5.71K
$2.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-42- 2.38% |
$9.53K - $12.8K
|
1.72K
$814K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-47- 0.89% |
$10.7K - $14.4K
|
5.25K
$2.48M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-48- 2.38% |
$10.9K - $14.7K
|
1.97K
$932K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-53- 20.0% |
$12K - $16.2K
|
212
$100K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-54- 43.55% |
$12.3K - $16.5K
|
70
$33.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-55- 3.29% |
$12.5K - $16.8K
|
1.62K
$765K
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-55- 3.85% |
$12.5K - $16.8K
|
1.38K
$650K
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-65Closed |
$14.8K - $19.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-65- 5.45% |
$14.8K - $19.9K
|
1.13K
$533K
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-67- 7.13% |
$15.2K - $20.5K
|
873
$413K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-68- 36.76% |
$15.4K - $20.8K
|
117
$55.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-73- 91.25% |
$16.6K - $22.3K
|
7
$3.31K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-73- 7.53% |
$16.6K - $22.3K
|
896
$424K
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-75Closed |
$17K - $22.9K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 3.95% |
$17K - $22.9K
|
1.82K
$862K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-79- 5.31% |
$17.9K - $24.1K
|
1.41K
$666K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-81- 0.63% |
$18.4K - $24.7K
|
12.7K
$6M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-82- 38.14% |
$18.6K - $25.1K
|
133
$62.9K
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-98- 0.35% |
$22.2K - $29.9K
|
27.9K
$13.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-98- 0.35% |
$22.2K - $29.9K
|
27.9K
$13.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-100- 0.14% |
$22.7K - $30.6K
|
73.5K
$34.7M
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.24% |
$22.7K - $30.6K
|
41.5K
$19.6M
|