Purchases and Sales Made in Q3 2021 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.06KNew |
$281K - $314K
|
1.06K
$504K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
1.04K+ 3.69% |
$274K - $306K
|
29.1K
$13.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
994+ 23.08% |
$263K - $294K
|
5.3K
$2.51M
|
|
|
Oct 22, 2021
Q3 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
977+ 1.32% |
$259K - $289K
|
74.7K
$35.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
916New |
$242K - $271K
|
916
$434K
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
896+ 16.03% |
$237K - $265K
|
6.49K
$3.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
896+ 21.4% |
$237K - $265K
|
5.08K
$2.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
866New |
$229K - $256K
|
866
$411K
|
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
858New |
$227K - $254K
|
858
$407K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
826+ 5.41% |
$219K - $244K
|
16.1K
$7.64M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
822+ 8.51% |
$218K - $243K
|
10.5K
$4.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
806New |
$213K - $238K
|
806
$382K
|
|
|
Oct 21, 2021
Q3 2021
|
Sciencast Management LP
|
BUY
|
- |
800New |
$212K - $236K
|
800
$379K
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
799+ 73.44% |
$211K - $236K
|
1.89K
$895K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
775+ 105.87% |
$205K - $229K
|
1.51K
$715K
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
758+ 2.46% |
$201K - $224K
|
31.5K
$15M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
752+ 20.78% |
$199K - $222K
|
4.37K
$2.07M
|
|
|
Oct 22, 2021
Q3 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
750+ 37.5% |
$198K - $222K
|
2.75K
$1.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
718+ 1.52% |
$190K - $212K
|
48K
$22.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
711+ 0.5% |
$188K - $210K
|
144K
$68.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
661+ 3.82% |
$175K - $195K
|
18K
$8.52M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
590+ 42.6% |
$156K - $174K
|
1.98K
$937K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
570+ 22.42% |
$151K - $168K
|
3.11K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
562+ 8.55% |
$149K - $166K
|
7.13K
$3.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
525+ 25.7% |
$139K - $155K
|
2.57K
$1.22M
|
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
493+ 4.74% |
$130K - $146K
|
10.9K
$5.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
483+ 11.58% |
$128K - $143K
|
4.65K
$2.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
481+ 51.61% |
$127K - $142K
|
1.41K
$670K
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
455+ 19.26% |
$120K - $134K
|
2.82K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
435+ 7.93% |
$115K - $129K
|
5.92K
$2.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
428+ 29.78% |
$113K - $126K
|
1.87K
$884K
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
425+ 36.54% |
$112K - $126K
|
1.59K
$753K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
413+ 8.77% |
$109K - $122K
|
5.12K
$2.43M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
412+ 188.99% |
$109K - $122K
|
630
$299K
|
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
366+ 0.97% |
$96.9K - $108K
|
38.1K
$18.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
352+ 0.21% |
$93.1K - $104K
|
172K
$81.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
312+ 0.34% |
$82.6K - $92.2K
|
92.5K
$43.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
300+ 0.41% |
$79.4K - $88.6K
|
72.7K
$34.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
292+ 22.64% |
$77.3K - $86.3K
|
1.58K
$750K
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
270+ 59.47% |
$71.4K - $79.8K
|
724
$343K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
267+ 0.93% |
$70.7K - $78.9K
|
29.1K
$13.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
264+ 3.82% |
$69.9K - $78K
|
7.17K
$3.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Pembroke Management, LTD
|
BUY
|
- |
237+ 0.58% |
$62.7K - $70K
|
40.8K
$19.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
236+ 8.34% |
$62.5K - $69.7K
|
3.07K
$1.45M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
228+ 14.66% |
$60.3K - $67.4K
|
1.78K
$845K
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
192+ 0.55% |
$50.8K - $56.7K
|
34.9K
$16.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
189+ 8.86% |
$50K - $55.8K
|
2.32K
$1.1M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
187+ 5.21% |
$49.5K - $55.3K
|
3.78K
$1.79M
|
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
181+ 1.51% |
$47.9K - $53.5K
|
12.2K
$5.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
167+ 22.54% |
$44.2K - $49.3K
|
908
$431K
|