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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-28- 2.85% |
$6.75K - $8.54K
|
953
$478K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-30- 0.41% |
$7.23K - $9.15K
|
7.33K
$3.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-33- 76.74% |
$7.95K - $10.1K
|
10
$5.02K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37- 3.28% |
$8.92K - $11.3K
|
1.09K
$547K
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-38- 2.2% |
$9.16K - $11.6K
|
1.69K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-44- 0.54% |
$10.6K - $13.4K
|
8.06K
$4.04M
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-50- 0.45% |
$12K - $15.3K
|
11.1K
$5.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65- 1.95% |
$15.7K - $19.8K
|
3.26K
$1.64M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-65- 4.98% |
$15.7K - $19.8K
|
1.24K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-68- 2.23% |
$16.4K - $20.7K
|
2.99K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-69- 0.64% |
$16.6K - $21K
|
10.8K
$5.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-69- 3.33% |
$16.6K - $21K
|
2K
$1M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-73- 3.21% |
$17.6K - $22.3K
|
2.2K
$1.11M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 78.72% |
$17.8K - $22.6K
|
20
$10K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 78.72% |
$17.8K - $22.6K
|
20
$10K
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-80- 47.06% |
$19.3K - $24.4K
|
90
$45.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-86- 0.36% |
$20.7K - $26.2K
|
23.9K
$12M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-93- 4.01% |
$22.4K - $28.4K
|
2.23K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.18% |
$24.1K - $30.5K
|
8.38K
$4.21M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-100- 0.66% |
$24.1K - $30.5K
|
15.1K
$7.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-115- 0.31% |
$27.7K - $35.1K
|
37.2K
$18.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-115- 2.43% |
$27.7K - $35.1K
|
4.62K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-122- 1.14% |
$29.4K - $37.2K
|
10.6K
$5.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-125- 1.11% |
$30.1K - $38.1K
|
11.2K
$5.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-138- 1.99% |
$33.3K - $42.1K
|
6.81K
$3.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-140- 1.41% |
$33.7K - $42.7K
|
9.81K
$4.92M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-145- 5.8% |
$34.9K - $44.2K
|
2.35K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-146- 9.02% |
$35.2K - $44.5K
|
1.47K
$738K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-150- 3.44% |
$36.1K - $45.8K
|
4.21K
$2.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-151- 4.96% |
$36.4K - $46.1K
|
2.89K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-152- 7.25% |
$36.6K - $46.4K
|
1.94K
$975K
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-155- 3.25% |
$37.4K - $47.3K
|
4.61K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-179- 11.19% |
$43.1K - $54.6K
|
1.42K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-182- 13.6% |
$43.9K - $55.5K
|
1.16K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-216- 4.05% |
$52.1K - $65.9K
|
5.11K
$2.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-217- 0.5% |
$52.3K - $66.2K
|
43.5K
$21.8M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-232- 1.04% |
$55.9K - $70.8K
|
22K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-232- 1.04% |
$55.9K - $70.8K
|
22K
$11.1M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-232- 1.04% |
$55.9K - $70.8K
|
22K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-235- 14.98% |
$56.6K - $71.7K
|
1.33K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-248- 10.36% |
$59.8K - $75.6K
|
2.15K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-262- 5.23% |
$63.1K - $79.9K
|
4.75K
$2.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-279- 22.07% |
$67.2K - $85.1K
|
985
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-280- 2.37% |
$67.5K - $85.4K
|
11.5K
$5.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-290- 3.28% |
$69.9K - $88.5K
|
8.54K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-291- 2.18% |
$70.1K - $88.8K
|
13.1K
$6.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-292- 0.57% |
$70.4K - $89.1K
|
50.9K
$25.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-300- 15.79% |
$72.3K - $91.5K
|
1.6K
$803K
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-306- 16.45% |
$73.7K - $93.3K
|
1.55K
$780K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-311- 18.03% |
$74.9K - $94.9K
|
1.41K
$709K
|