Purchases and Sales Made in Q4 2021 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 23.14% |
$314K - $372K
|
6.26K
$2.91M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 25.62% |
$313K - $370K
|
5.74K
$2.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.13K+ 4.72% |
$303K - $358K
|
25.2K
$11.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.1K+ 33.68% |
$295K - $348K
|
4.37K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.1KNew |
$294K - $348K
|
1.1K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.08K+ 126.34% |
$290K - $343K
|
1.94K
$903K
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
BUY
|
- |
1.08KNew |
$288K - $340K
|
1.08K
$500K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.06K+ 100.0% |
$284K - $336K
|
2.12K
$987K
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.06K+ 20.02% |
$284K - $335K
|
6.36K
$2.96M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.05K+ 104.7% |
$280K - $331K
|
2.05K
$953K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
992+ 2.06% |
$265K - $313K
|
49K
$22.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
979New |
$262K - $309K
|
979
$455K
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
974New |
$260K - $308K
|
974
$453K
|
|
|
Feb 11, 2022
Q4 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
953New |
$255K - $301K
|
953
$443K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
946New |
$253K - $299K
|
946
$440K
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
945+ 2.3% |
$253K - $299K
|
42.1K
$19.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Wendell David Associates Inc
|
BUY
|
- |
942+ 3.6% |
$252K - $298K
|
27.1K
$12.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
939New |
$251K - $297K
|
939
$437K
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
937New |
$251K - $296K
|
937
$436K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
935New |
$250K - $295K
|
935
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
906New |
$242K - $286K
|
906
$421K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
851New |
$228K - $269K
|
851
$396K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
822+ 5.11% |
$220K - $260K
|
16.9K
$7.86M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
800New |
$214K - $253K
|
800
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
792New |
$212K - $250K
|
792
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
791New |
$211K - $250K
|
791
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
781New |
$209K - $247K
|
781
$363K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
762+ 4.52% |
$204K - $241K
|
17.6K
$8.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
747+ 3.32% |
$200K - $236K
|
23.3K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
729New |
$195K - $230K
|
729
$339K
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
722+ 29.79% |
$193K - $228K
|
3.15K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
706New |
$189K - $223K
|
706
$328K
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
704New |
$188K - $222K
|
704
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
700New |
$187K - $221K
|
700
$325K
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
675New |
$180K - $213K
|
675
$314K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
667New |
$178K - $211K
|
667
$310K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
664+ 13.26% |
$178K - $210K
|
5.67K
$2.64M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
663+ 6.72% |
$177K - $209K
|
10.5K
$4.9M
|
|
|
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
BUY
|
- |
659New |
$176K - $208K
|
659
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
653New |
$175K - $206K
|
653
$304K
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
650New |
$174K - $205K
|
650
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
649+ 21.17% |
$174K - $205K
|
3.71K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
647New |
$173K - $204K
|
647
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
643+ 3.81% |
$172K - $203K
|
17.5K
$8.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
640+ 10.81% |
$171K - $202K
|
6.56K
$3.05M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
562+ 3.13% |
$150K - $178K
|
18.5K
$8.61M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
555+ 1.3% |
$148K - $175K
|
43.2K
$20.1M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
552+ 78.08% |
$148K - $174K
|
1.26K
$585K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
539+ 10.05% |
$144K - $170K
|
5.9K
$2.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
539+ 10.05% |
$144K - $170K
|
5.9K
$2.74M
|