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 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
2.09KNew |
$498K - $591K
|
2.09K
$987K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.08K+ 11.54% |
$495K - $588K
|
20K
$9.48M
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.01KNew |
$479K - $569K
|
2.01K
$950K
|
|
|
Feb 14, 2023
Q4 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.9K+ 3.24% |
$454K - $539K
|
60.6K
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
1.9K+ 0.21% |
$453K - $538K
|
926K
$438M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.85K+ 1.65% |
$442K - $525K
|
114K
$53.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.85K+ 0.77% |
$442K - $524K
|
241K
$114M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.8K+ 13.66% |
$429K - $509K
|
15K
$7.08M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
1.72KNew |
$411K - $488K
|
1.72K
$815K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.71K+ 25.38% |
$408K - $484K
|
8.44K
$3.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.7K+ 11.0% |
$406K - $481K
|
17.2K
$8.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.69KNew |
$403K - $478K
|
1.69K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.68K+ 11.41% |
$402K - $477K
|
16.4K
$7.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.67K+ 5.1% |
$398K - $473K
|
34.4K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.66K+ 23.55% |
$397K - $471K
|
8.73K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.65K+ 127.24% |
$393K - $467K
|
2.95K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.64KNew |
$392K - $465K
|
1.64K
$777K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.62K+ 6.38% |
$385K - $457K
|
26.9K
$12.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 2.14% |
$382K - $453K
|
76.4K
$36.2M
|
|
|
Jul 09, 2025
Q4 2022
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
1.6K+ 9.95% |
$381K - $452K
|
17.7K
$8.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.58KNew |
$378K - $449K
|
1.58K
$749K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.57K+ 17.96% |
$375K - $446K
|
10.3K
$4.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
1.57KNew |
$375K - $445K
|
1.57K
$743K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.55K+ 10.27% |
$369K - $438K
|
16.6K
$7.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
1.54KNew |
$366K - $435K
|
1.54K
$727K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.52KNew |
$364K - $432K
|
1.52K
$721K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.5K+ 93.75% |
$358K - $425K
|
3.1K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.5K+ 1.91% |
$358K - $425K
|
80.1K
$37.9M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.48K+ 55.27% |
$354K - $420K
|
4.17K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.47K+ 28.82% |
$352K - $417K
|
6.59K
$3.12M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.46K+ 1.96% |
$349K - $414K
|
76.2K
$36M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.45K+ 1.12% |
$346K - $411K
|
131K
$62M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.45KNew |
$346K - $410K
|
1.45K
$685K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.42K+ 35.03% |
$338K - $401K
|
5.45K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.41KNew |
$336K - $399K
|
1.41K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.39K+ 106.6% |
$332K - $394K
|
2.69K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.36K+ 95.92% |
$325K - $386K
|
2.78K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.34K+ 7.9% |
$319K - $379K
|
18.3K
$8.65M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.25K+ 39.08% |
$298K - $354K
|
4.45K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.24K+ 4.95% |
$295K - $350K
|
26.2K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.23KNew |
$294K - $349K
|
1.23K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.23K+ 131.58% |
$292K - $347K
|
2.16K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.22K+ 9.93% |
$292K - $346K
|
13.5K
$6.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 11.39% |
$287K - $341K
|
11.8K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.19K+ 1.53% |
$284K - $338K
|
79.3K
$37.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
1.18K+ 3.21% |
$281K - $334K
|
37.9K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.13KNew |
$271K - $321K
|
1.13K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.12KNew |
$267K - $317K
|
1.12K
$529K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$266K - $316K
|
1.12K
$527K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1.1K+ 55.44% |
$262K - $312K
|
3.08K
$1.46M
|