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 26, 2022
Q4 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
21+ 0.76% |
$5.61K - $6.64K
|
2.8K
$1.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19+ 2.0% |
$5.08K - $6K
|
967
$450K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 34.69% |
$4.55K - $5.37K
|
66
$30.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 107.14% |
$4.01K - $4.74K
|
29
$13.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
14New |
$3.74K - $4.42K
|
14
$6.51K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14+ 8.64% |
$3.74K - $4.42K
|
176
$81.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
13+ 0.63% |
$3.48K - $4.11K
|
2.08K
$965K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12+ 0.32% |
$3.21K - $3.79K
|
3.79K
$1.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
12New |
$3.21K - $3.79K
|
12
$5.58K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.69% |
$2.94K - $3.48K
|
1.6K
$743K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 38.1% |
$2.14K - $2.53K
|
29
$13.5K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
8+ 0.89% |
$2.14K - $2.53K
|
910
$423K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 0.13% |
$1.87K - $2.21K
|
5.59K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7+ 0.11% |
$1.87K - $2.21K
|
6.19K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
7+ 0.03% |
$1.87K - $2.21K
|
21.2K
$9.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 6.03% |
$1.87K - $2.21K
|
123
$57.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6+ 0.33% |
$1.6K - $1.9K
|
1.82K
$845K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.6K - $1.9K
|
6
$2.79K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
5New |
$1.34K - $1.58K
|
5
$2.32K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$1.34K - $1.58K
|
5
$2.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5+ 0.38% |
$1.34K - $1.58K
|
1.32K
$615K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
5+ 20.0% |
$1.34K - $1.58K
|
30
$13.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5+ 0.31% |
$1.34K - $1.58K
|
1.64K
$763K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.19% |
$1.07K - $1.26K
|
2.16K
$1.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.04% |
$802 - $948
|
7.78K
$3.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3+ 18.75% |
$802 - $948
|
19
$8.83K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3New |
$802 - $948
|
3
$1.39K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.1% |
$535 - $632
|
1.95K
$907K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$535 - $632
|
2
$930
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2+ 0.3% |
$535 - $632
|
676
$314K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.11% |
$267 - $316
|
903
$420K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1Closed |
$267 - $316
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 7.14% |
$535 - $632
|
26
$12.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.21% |
$802 - $948
|
1.4K
$650K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-4- 0.22% |
$1.07K - $1.26K
|
1.83K
$850K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 41.67% |
$1.34K - $1.58K
|
7
$3.25K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5- 0.08% |
$1.34K - $1.58K
|
6.22K
$2.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5- 0.19% |
$1.34K - $1.58K
|
2.58K
$1.2M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-6Closed |
$1.6K - $1.9K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-8Closed |
$2.14K - $2.53K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8- 0.63% |
$2.14K - $2.53K
|
1.27K
$589K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 64.29% |
$2.41K - $2.84K
|
5
$2.32K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 21.74% |
$2.67K - $3.16K
|
36
$16.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-12- 0.09% |
$3.21K - $3.79K
|
13.5K
$6.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-15Closed |
$4.01K - $4.74K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 5.7% |
$4.01K - $4.74K
|
248
$115K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-17Closed |
$4.55K - $5.37K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-24- 8.92% |
$6.42K - $7.58K
|
245
$114K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-25- 0.31% |
$6.68K - $7.9K
|
7.96K
$3.7M
|