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 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
534+ 29.95% |
$143K - $169K
|
2.32K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
466+ 8.82% |
$125K - $147K
|
5.75K
$2.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
466+ 1.6% |
$125K - $147K
|
29.5K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
453+ 17.67% |
$121K - $143K
|
3.02K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
442+ 51.04% |
$118K - $140K
|
1.31K
$626K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
433New |
$116K - $137K
|
433
$207K
|
|
|
Feb 15, 2022
Q4 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
392+ 1.85% |
$105K - $124K
|
21.5K
$10.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
390+ 25.88% |
$104K - $123K
|
1.9K
$908K
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
390+ 94.89% |
$104K - $123K
|
801
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
388+ 24.34% |
$104K - $123K
|
1.98K
$949K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
380+ 14.48% |
$102K - $120K
|
3K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
368+ 2.34% |
$98.4K - $116K
|
16.1K
$7.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
357+ 18.92% |
$95.5K - $113K
|
2.24K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
339+ 2.78% |
$90.6K - $107K
|
12.5K
$6M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
332+ 110.67% |
$88.8K - $105K
|
632
$302K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
327+ 3.0% |
$87.4K - $103K
|
11.2K
$5.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
308New |
$82.3K - $97.3K
|
308
$147K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300New |
$80.2K - $94.8K
|
300
$144K
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
285+ 4.97% |
$76.2K - $90K
|
6.02K
$2.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
285+ 1017.86% |
$76.2K - $90K
|
313
$150K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
285+ 5.42% |
$76.2K - $90K
|
5.55K
$2.65M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
276+ 15.87% |
$73.8K - $87.2K
|
2.02K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
260+ 18.4% |
$69.5K - $82.1K
|
1.67K
$801K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
257+ 15.53% |
$68.7K - $81.2K
|
1.91K
$915K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
248+ 1.3% |
$66.3K - $78.4K
|
19.4K
$9.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
247+ 16.28% |
$66K - $78K
|
1.76K
$844K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
240+ 13.68% |
$64.2K - $75.8K
|
2K
$955K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
235+ 356.06% |
$62.8K - $74.3K
|
301
$144K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
205+ 21.83% |
$54.8K - $64.8K
|
1.14K
$548K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 1.25% |
$53.5K - $63.2K
|
16.3K
$7.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
197+ 1.86% |
$52.7K - $62.2K
|
10.8K
$5.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
197+ 0.46% |
$52.7K - $62.2K
|
42.7K
$20.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
191+ 23.99% |
$51.1K - $60.3K
|
987
$472K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
181+ 11.51% |
$48.4K - $57.2K
|
1.75K
$839K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
179+ 9.42% |
$47.9K - $56.6K
|
2.08K
$995K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
179New |
$47.9K - $56.6K
|
179
$85.7K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
179New |
$47.9K - $56.6K
|
179
$85.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
171New |
$45.7K - $54K
|
171
$81.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
170+ 16.63% |
$45.5K - $53.7K
|
1.19K
$570K
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
165+ 1.04% |
$44.1K - $52.1K
|
16K
$7.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
164+ 20.35% |
$43.8K - $51.8K
|
970
$464K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
162New |
$43.3K - $51.2K
|
162
$77.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
161+ 6.27% |
$43K - $50.9K
|
2.73K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
153+ 0.96% |
$40.9K - $48.3K
|
16.2K
$7.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Insight Folios Inc
|
BUY
|
- |
148+ 8.46% |
$39.6K - $46.8K
|
1.9K
$908K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
141+ 1.29% |
$37.7K - $44.6K
|
11K
$5.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
132+ 0.5% |
$35.3K - $41.7K
|
26.4K
$12.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
131+ 0.95% |
$35K - $41.4K
|
14K
$6.68M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
125+ 5.06% |
$33.4K - $39.5K
|
2.59K
$1.24M
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
124+ 1.91% |
$33.2K - $39.2K
|
6.61K
$3.16M
|