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 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-26- 0.7% |
$6.95K - $8.21K
|
3.69K
$1.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28- 0.64% |
$7.49K - $8.85K
|
4.34K
$2.02M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-28Closed |
$7.49K - $8.85K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-28Closed |
$7.49K - $8.85K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-29- 2.59% |
$7.75K - $9.16K
|
1.09K
$507K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-31- 4.25% |
$8.29K - $9.79K
|
698
$325K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-32Closed |
$8.56K - $10.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-35- 2.63% |
$9.36K - $11.1K
|
1.3K
$603K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-35- 0.22% |
$9.36K - $11.1K
|
16.1K
$7.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-39Closed |
$10.4K - $12.3K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42- 0.55% |
$11.2K - $13.3K
|
7.61K
$3.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54- 0.53% |
$14.4K - $17.1K
|
10.2K
$4.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-57- 3.01% |
$15.2K - $18K
|
1.84K
$854K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-67- 0.99% |
$17.9K - $21.2K
|
6.67K
$3.1M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-68- 7.85% |
$18.2K - $21.5K
|
798
$371K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-70- 77.78% |
$18.7K - $22.1K
|
20
$9.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-91- 1.02% |
$24.3K - $28.8K
|
8.87K
$4.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-99- 0.55% |
$26.5K - $31.3K
|
18K
$8.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100Closed |
$26.7K - $31.6K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-100- 0.14% |
$26.7K - $31.6K
|
72.6K
$33.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-101- 5.18% |
$27K - $31.9K
|
1.85K
$859K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-106- 5.72% |
$28.3K - $33.5K
|
1.75K
$812K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-114- 6.44% |
$30.5K - $36K
|
1.66K
$769K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-120- 0.34% |
$32.1K - $37.9K
|
34.8K
$16.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-129- 1.51% |
$34.5K - $40.8K
|
8.42K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-140- 0.76% |
$37.4K - $44.2K
|
18.2K
$8.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-142Closed |
$38K - $44.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-146- 1.32% |
$39K - $46.1K
|
10.9K
$5.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-147- 6.95% |
$39.3K - $46.4K
|
1.97K
$915K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-149- 9.15% |
$39.8K - $47.1K
|
1.48K
$688K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-160- 9.94% |
$42.8K - $50.6K
|
1.45K
$674K
|
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-163- 7.41% |
$43.6K - $51.5K
|
2.04K
$947K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-163- 67.08% |
$43.6K - $51.5K
|
80
$37.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-164- 4.36% |
$43.8K - $51.8K
|
3.6K
$1.67M
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-173- 0.76% |
$46.3K - $54.7K
|
22.7K
$10.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-175- 1.48% |
$46.8K - $55.3K
|
11.6K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-177- 0.23% |
$47.3K - $55.9K
|
77.6K
$36.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-190- 1.46% |
$50.8K - $60K
|
12.9K
$5.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Grace & White Inc
|
SELL
|
- |
-200- 0.46% |
$53.5K - $63.2K
|
42.9K
$20M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-227Closed |
$60.7K - $71.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
SELL
|
- |
-227- 14.64% |
$60.7K - $71.7K
|
1.32K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-230- 23.64% |
$61.5K - $72.7K
|
743
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-231- 0.06% |
$61.8K - $73K
|
356K
$166M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-240- 0.44% |
$64.2K - $75.8K
|
53.8K
$25M
|
|
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-256Closed |
$68.4K - $80.9K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-262- 15.63% |
$70.1K - $82.8K
|
1.41K
$657K
|
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-280- 5.53% |
$74.9K - $88.5K
|
4.78K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-300- 5.33% |
$80.2K - $94.8K
|
5.33K
$2.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-301- 11.4% |
$80.5K - $95.1K
|
2.34K
$1.09M
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-315- 2.85% |
$84.2K - $99.5K
|
10.7K
$4.99M
|