Purchases and Sales Made in Q3 2022 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
647+ 1.61% |
$156K - $197K
|
40.9K
$19.6M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
643New |
$155K - $196K
|
643
$308K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
632+ 30.8% |
$152K - $193K
|
2.68K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
608+ 35.93% |
$147K - $185K
|
2.3K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
607+ 32.17% |
$146K - $185K
|
2.49K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
600+ 19.49% |
$145K - $183K
|
3.68K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
584+ 3.34% |
$141K - $178K
|
18.1K
$8.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
584+ 20.72% |
$141K - $178K
|
3.4K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
565+ 10.29% |
$136K - $172K
|
6.06K
$2.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
561+ 12.41% |
$135K - $171K
|
5.08K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
558+ 0.79% |
$134K - $170K
|
71.6K
$34.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
558+ 6.17% |
$134K - $170K
|
9.6K
$4.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
539+ 26.59% |
$130K - $164K
|
2.57K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
529+ 19.84% |
$127K - $161K
|
3.2K
$1.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
522+ 2.31% |
$126K - $159K
|
23.1K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
476+ 39.02% |
$115K - $145K
|
1.7K
$812K
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
472+ 35.81% |
$114K - $144K
|
1.79K
$857K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
419+ 1.67% |
$101K - $128K
|
25.5K
$12.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
392+ 6.17% |
$94.5K - $120K
|
6.75K
$3.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
381+ 11.96% |
$91.8K - $116K
|
3.57K
$1.71M
|
|
|
Oct 19, 2022
Q3 2022
|
Baskin Financial Services Inc.
|
BUY
|
- |
371+ 0.65% |
$89.4K - $113K
|
57.5K
$27.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
370New |
$89.2K - $113K
|
370
$177K
|
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
365+ 0.99% |
$88K - $111K
|
37.2K
$17.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
359+ 269.92% |
$86.5K - $110K
|
492
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
356+ 17.32% |
$85.8K - $109K
|
2.41K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
353New |
$85.1K - $108K
|
353
$169K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
344+ 2.28% |
$82.9K - $105K
|
15.5K
$7.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
329+ 0.88% |
$79.3K - $100K
|
37.7K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
281+ 3.82% |
$67.7K - $85.7K
|
7.64K
$3.65M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
277+ 3.7% |
$66.8K - $84.5K
|
7.76K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
266New |
$64.1K - $81.1K
|
266
$127K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
260+ 14.68% |
$62.7K - $79.3K
|
2.03K
$972K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
258+ 5.78% |
$62.2K - $78.7K
|
4.72K
$2.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
250+ 8.02% |
$60.2K - $76.3K
|
3.37K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
248New |
$59.8K - $75.6K
|
248
$119K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
245New |
$59K - $74.7K
|
245
$117K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
244+ 25.93% |
$58.8K - $74.4K
|
1.19K
$567K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
234+ 1.21% |
$56.4K - $71.4K
|
19.6K
$9.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
196+ 4.79% |
$47.2K - $59.8K
|
4.29K
$2.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
183+ 0.38% |
$44.1K - $55.8K
|
48K
$23M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
153+ 13.39% |
$36.9K - $46.7K
|
1.3K
$620K
|
|
|
Nov 17, 2022
Q3 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
152+ 6.24% |
$36.6K - $46.4K
|
2.59K
$1.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
146+ 1.53% |
$35.2K - $44.5K
|
9.68K
$4.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
136+ 9.69% |
$32.8K - $41.5K
|
1.54K
$737K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
132+ 6.5% |
$31.8K - $40.3K
|
2.16K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
117+ 6.57% |
$28.2K - $35.7K
|
1.9K
$909K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
114New |
$27.5K - $34.8K
|
114
$54.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
108+ 7.53% |
$26K - $32.9K
|
1.54K
$738K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
106+ 3.12% |
$25.5K - $32.3K
|
3.51K
$1.68M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
105+ 1.16% |
$25.3K - $32K
|
9.17K
$4.39M
|