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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
125+ 5.06% |
$33.4K - $39.5K
|
2.59K
$1.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
124New |
$33.2K - $39.2K
|
124
$52.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
124+ 1.91% |
$33.2K - $39.2K
|
6.61K
$2.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
122+ 3.96% |
$32.6K - $38.5K
|
3.2K
$1.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
117+ 1.92% |
$31.3K - $37K
|
6.21K
$2.62M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
114+ 5.77% |
$30.5K - $36K
|
2.09K
$883K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
108+ 3.4% |
$28.9K - $34.1K
|
3.28K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
106+ 11.57% |
$28.3K - $33.5K
|
1.02K
$432K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.21% |
$26.7K - $31.6K
|
8.34K
$3.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
100New |
$26.7K - $31.6K
|
100
$42.3K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100New |
$26.7K - $31.6K
|
100
$42.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.19% |
$26.7K - $31.6K
|
8.5K
$3.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
97+ 1.07% |
$25.9K - $30.6K
|
9.2K
$3.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
96+ 1.1% |
$25.7K - $30.3K
|
8.83K
$3.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
96New |
$25.7K - $30.3K
|
96
$40.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
92+ 80.7% |
$24.6K - $29.1K
|
206
$87K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
89New |
$23.8K - $28.1K
|
89
$37.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
88+ 6.21% |
$23.5K - $27.8K
|
1.51K
$636K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
81+ 8.92% |
$21.7K - $25.6K
|
989
$418K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
78+ 10.77% |
$20.9K - $24.6K
|
802
$339K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
77+ 2.04% |
$20.6K - $24.3K
|
3.85K
$1.63M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
77+ 6.9% |
$20.6K - $24.3K
|
1.19K
$504K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77+ 3.31% |
$20.6K - $24.3K
|
2.4K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
75+ 3.12% |
$20.1K - $23.7K
|
2.48K
$1.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
73+ 15.5% |
$19.5K - $23.1K
|
544
$230K
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
73+ 1.27% |
$19.5K - $23.1K
|
5.84K
$2.47M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
72+ 10.59% |
$19.3K - $22.7K
|
752
$318K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
67+ 108.06% |
$17.9K - $21.2K
|
129
$54.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
67+ 4.54% |
$17.9K - $21.2K
|
1.54K
$652K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
65+ 2.09% |
$17.4K - $20.5K
|
3.18K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
65+ 7.41% |
$17.4K - $20.5K
|
942
$398K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
64New |
$17.1K - $20.2K
|
64
$27K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
58New |
$15.5K - $18.3K
|
58
$24.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
57+ 3.93% |
$15.2K - $18K
|
1.51K
$637K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
57+ 0.52% |
$15.2K - $18K
|
11K
$4.63M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
56+ 5.33% |
$15K - $17.7K
|
1.11K
$468K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
55New |
$14.7K - $17.4K
|
55
$23.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
51+ 24.64% |
$13.6K - $16.1K
|
258
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
46+ 4600.0% |
$12.3K - $14.5K
|
47
$19.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
42+ 4.79% |
$11.2K - $13.3K
|
919
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
42+ 2.28% |
$11.2K - $13.3K
|
1.89K
$797K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 53.33% |
$10.7K - $12.6K
|
115
$48.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
39+ 1.15% |
$10.4K - $12.3K
|
3.43K
$1.45M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
36+ 1.76% |
$9.63K - $11.4K
|
2.08K
$881K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
31New |
$8.29K - $9.79K
|
31
$13.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
30New |
$8.02K - $9.48K
|
30
$12.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.53% |
$7.75K - $9.16K
|
5.48K
$2.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
28+ 2.68% |
$7.49K - $8.85K
|
1.07K
$453K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
27+ 0.37% |
$7.22K - $8.53K
|
7.4K
$3.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26+ 1.98% |
$6.95K - $8.21K
|
1.34K
$565K
|