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 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
106+ 3.12% |
$25.5K - $32.3K
|
3.51K
$1.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
105+ 19.34% |
$25.3K - $32K
|
648
$307K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
105+ 1.16% |
$25.3K - $32K
|
9.17K
$4.34M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.15% |
$24.1K - $30.5K
|
8.8K
$4.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
98+ 9.92% |
$23.6K - $29.9K
|
1.09K
$514K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
94+ 0.31% |
$22.7K - $28.7K
|
30.8K
$14.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
92+ 1150.0% |
$22.2K - $28.1K
|
100
$47.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
90+ 30.82% |
$21.7K - $27.5K
|
382
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
88+ 0.22% |
$21.2K - $26.8K
|
39.8K
$18.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85+ 1.25% |
$20.5K - $25.9K
|
6.88K
$3.25M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
81+ 0.62% |
$19.5K - $24.7K
|
13.1K
$6.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
80+ 0.72% |
$19.3K - $24.4K
|
11.1K
$5.27M
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
78+ 1.32% |
$18.8K - $23.8K
|
5.97K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
75New |
$18.1K - $22.9K
|
75
$35.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
74+ 11.86% |
$17.8K - $22.6K
|
698
$330K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
74New |
$17.8K - $22.6K
|
74
$35K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
69+ 73.4% |
$16.6K - $21K
|
163
$77.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69+ 4.9% |
$16.6K - $21K
|
1.48K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
61+ 5.03% |
$14.7K - $18.6K
|
1.27K
$602K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
60+ 0.35% |
$14.5K - $18.3K
|
17.1K
$8.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
52+ 1.85% |
$12.5K - $15.9K
|
2.86K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
51+ 0.57% |
$12.3K - $15.6K
|
9.01K
$4.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
43+ 0.74% |
$10.4K - $13.1K
|
5.85K
$2.77M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
42New |
$10.1K - $12.8K
|
42
$19.9K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 6.7% |
$8.92K - $11.3K
|
589
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
36+ 0.27% |
$8.68K - $11K
|
13.2K
$6.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
36+ 85.71% |
$8.68K - $11K
|
78
$36.9K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
35+ 3.1% |
$8.43K - $10.7K
|
1.17K
$551K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
35New |
$8.43K - $10.7K
|
35
$16.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
33+ 3.65% |
$7.95K - $10.1K
|
937
$443K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
30+ 1500.0% |
$7.23K - $9.15K
|
32
$15.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
30+ 107.14% |
$7.23K - $9.15K
|
58
$27.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.34% |
$6.51K - $8.24K
|
8.03K
$3.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
25New |
$6.02K - $7.63K
|
25
$11.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24New |
$5.78K - $7.32K
|
24
$11.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
24New |
$5.78K - $7.32K
|
24
$11.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
23New |
$5.54K - $7.02K
|
23
$10.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$5.3K - $6.71K
|
22
$10.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 14.57% |
$5.3K - $6.71K
|
173
$81.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20New |
$4.82K - $6.1K
|
20
$9.46K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19New |
$4.58K - $5.8K
|
19
$8.99K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19New |
$4.58K - $5.8K
|
19
$8.99K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
17+ 11.11% |
$4.1K - $5.19K
|
170
$80.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 11.26% |
$4.1K - $5.19K
|
168
$79.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16+ 9.47% |
$3.86K - $4.88K
|
185
$87.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
15+ 0.42% |
$3.61K - $4.58K
|
3.55K
$1.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15New |
$3.61K - $4.58K
|
15
$7.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
14+ 1.53% |
$3.37K - $4.27K
|
931
$440K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
14New |
$3.37K - $4.27K
|
14
$6.62K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
14New |
$3.37K - $4.27K
|
14
$6.62K
|