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 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 4.13% |
$3.13K - $3.97K
|
328
$157K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
12+ 0.21% |
$2.89K - $3.66K
|
5.66K
$2.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
11+ 0.73% |
$2.65K - $3.36K
|
1.51K
$723K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
10+ 0.46% |
$2.41K - $3.05K
|
2.17K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.14% |
$2.41K - $3.05K
|
7.07K
$3.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10New |
$2.41K - $3.05K
|
10
$4.79K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 1000.0% |
$2.41K - $3.05K
|
11
$5.26K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
9New |
$2.17K - $2.75K
|
9
$4.31K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
8New |
$1.93K - $2.44K
|
8
$3.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$1.93K - $2.44K
|
8
$3.83K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 16.0% |
$1.93K - $2.44K
|
58
$27.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$1.93K - $2.44K
|
8
$3.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.73% |
$1.69K - $2.14K
|
960
$459K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
7+ 0.28% |
$1.69K - $2.14K
|
2.5K
$1.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$1.69K - $2.14K
|
1.98K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
7New |
$1.69K - $2.14K
|
7
$3.35K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 5.49% |
$1.2K - $1.53K
|
96
$45.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5+ 6.17% |
$1.2K - $1.53K
|
86
$41.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.23% |
$964 - $1.22K
|
1.72K
$825K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
4+ 0.46% |
$964 - $1.22K
|
877
$420K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
3+ 11.54% |
$723 - $915
|
29
$13.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.22% |
$723 - $915
|
1.34K
$642K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$723 - $915
|
1.65K
$787K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$482 - $610
|
3
$1.44K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1- 0.04% |
$241 - $305
|
2.33K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$241 - $305
|
13.3K
$6.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 0.65% |
$482 - $610
|
306
$146K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 4.2% |
$1.2K - $1.53K
|
114
$54.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 66.67% |
$1.45K - $1.83K
|
3
$1.44K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6- 0.64% |
$1.45K - $1.83K
|
936
$448K
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
SELL
|
- |
-9- 0.66% |
$2.17K - $2.75K
|
1.36K
$653K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 11.84% |
$2.17K - $2.75K
|
67
$32.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9- 0.58% |
$2.17K - $2.75K
|
1.54K
$739K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 12.82% |
$2.41K - $3.05K
|
68
$32.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-10- 16.95% |
$2.41K - $3.05K
|
49
$23.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 80.0% |
$2.89K - $3.66K
|
3
$1.44K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12- 0.5% |
$2.89K - $3.66K
|
2.37K
$1.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-15- 0.26% |
$3.61K - $4.58K
|
5.7K
$2.73M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-15- 11.54% |
$3.61K - $4.58K
|
115
$55K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 0.21% |
$3.61K - $4.58K
|
7.06K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 2.45% |
$3.86K - $4.88K
|
636
$304K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-16- 0.83% |
$3.86K - $4.88K
|
1.91K
$912K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18- 42.86% |
$4.34K - $5.49K
|
24
$11.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-21- 11.35% |
$5.06K - $6.41K
|
164
$78.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
SELL
|
- |
-23- 1.4% |
$5.54K - $7.02K
|
1.62K
$775K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-23- 2.06% |
$5.54K - $7.02K
|
1.09K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-23- 5.52% |
$5.54K - $7.02K
|
394
$189K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
SELL
|
- |
-25- 0.44% |
$6.02K - $7.63K
|
5.67K
$2.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-25- 52.08% |
$6.02K - $7.63K
|
23
$11K
|