Purchases and Sales Made in Q4 2022 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q4 2022. 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 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.07K- 60.83% |
$494K - $586K
|
1.33K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.09K- 69.15% |
$498K - $591K
|
931
$441K
|
|
|
Feb 14, 2024
Q4 2022
|
Kbc Group Nv
|
SELL
|
- |
-2.1K- 84.26% |
$501K - $594K
|
392
$186K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.19K- 25.73% |
$523K - $621K
|
6.33K
$3M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.33K- 39.0% |
$555K - $659K
|
3.64K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.51K- 54.1% |
$598K - $709K
|
2.13K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.08K- 14.01% |
$735K - $873K
|
18.9K
$8.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.18K- 30.55% |
$759K - $901K
|
7.23K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.5K- 5.1% |
$836K - $992K
|
65.1K
$30.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-3.79K- 2.39% |
$903K - $1.07M
|
155K
$73.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-3.82K- 22.36% |
$910K - $1.08M
|
13.2K
$6.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-4.06K- 1.86% |
$967K - $1.15M
|
214K
$102M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-4.69K- 11.47% |
$1.12M - $1.33M
|
36.2K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.91K- 24.36% |
$1.17M - $1.39M
|
15.2K
$7.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-4.92K- 3.86% |
$1.17M - $1.39M
|
122K
$58.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.14K- 8.97% |
$1.47M - $1.74M
|
62.3K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-6.14K- 52.52% |
$1.47M - $1.74M
|
5.56K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.22K- 54.21% |
$1.48M - $1.76M
|
5.25K
$2.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-7.26K- 9.79% |
$1.73M - $2.05M
|
66.9K
$31.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-7.61K- 5.38% |
$1.82M - $2.16M
|
134K
$63.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.73K- 1.43% |
$1.84M - $2.19M
|
532K
$252M
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-9K- 4.6% |
$2.15M - $2.55M
|
187K
$88.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.04K- 1.32% |
$2.16M - $2.56M
|
677K
$321M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-11.4K- 28.89% |
$2.71M - $3.22M
|
27.9K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-11.8K- 29.64% |
$2.83M - $3.36M
|
28.1K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.2K- 87.81% |
$2.91M - $3.45M
|
1.69K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13K- 20.77% |
$3.1M - $3.68M
|
49.5K
$23.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-13.6K- 6.68% |
$3.25M - $3.86M
|
190K
$90.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-15.2K- 75.79% |
$3.62M - $4.29M
|
4.84K
$2.3M
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 13.9% |
$3.83M - $4.55M
|
99.4K
$47.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-22.2K- 14.36% |
$5.31M - $6.3M
|
133K
$62.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-22.3K- 21.27% |
$5.31M - $6.3M
|
82.4K
$39.1M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-25K- 92.59% |
$5.96M - $7.08M
|
2K
$948K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.6K- 22.76% |
$6.6M - $7.83M
|
93.9K
$44.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-30.9K- 77.71% |
$7.37M - $8.75M
|
8.86K
$4.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-32.4K- 14.63% |
$7.73M - $9.18M
|
189K
$89.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-40K- 25.78% |
$9.54M - $11.3M
|
115K
$54.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43K- 13.82% |
$10.3M - $12.2M
|
268K
$127M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-65.9K- 68.68% |
$15.7M - $18.7M
|
30.1K
$14.3M
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-71.8K- 44.11% |
$17.1M - $20.3M
|
91K
$43.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-74.2K- 27.48% |
$17.7M - $21M
|
196K
$92.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-92.2K- 5.33% |
$22M - $26.1M
|
1.64M
$777M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.49M- 99.9% |
$356M - $423M
|
1.49K
$708K
|