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 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.08K+ 2.89% |
$256K - $304K
|
38.3K
$19.2M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.13% |
$255K - $302K
|
10.7K
$5.35M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.06K+ 30.27% |
$253K - $301K
|
4.57K
$2.29M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
1.04K+ 81.7% |
$248K - $295K
|
2.31K
$1.16M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.03K+ 10.5% |
$246K - $293K
|
10.9K
$5.46M
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.03K+ 2.93% |
$246K - $292K
|
36.1K
$18.1M
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1K+ 100.0% |
$239K - $283K
|
2K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
987New |
$235K - $280K
|
987
$495K
|
|
Feb 14, 2023
Q4 2022
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
986+ 2.64% |
$235K - $279K
|
38.4K
$19.3M
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
973+ 4.19% |
$232K - $276K
|
24.2K
$12.1M
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
957New |
$228K - $271K
|
957
$480K
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
950+ 5.09% |
$227K - $269K
|
19.6K
$9.83M
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
915New |
$218K - $259K
|
915
$459K
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
914New |
$218K - $259K
|
914
$459K
|
|
Feb 14, 2023
Q4 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
909+ 93.42% |
$217K - $257K
|
1.88K
$944K
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
871+ 0.97% |
$208K - $247K
|
90.8K
$45.6M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
855+ 2.3% |
$204K - $242K
|
38K
$19.1M
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
854New |
$204K - $242K
|
854
$428K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
839+ 4.33% |
$200K - $238K
|
20.2K
$10.1M
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
828New |
$198K - $235K
|
828
$415K
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
825New |
$197K - $234K
|
825
$414K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
814New |
$194K - $231K
|
814
$408K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
806+ 52.2% |
$192K - $228K
|
2.35K
$1.18M
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
806New |
$192K - $228K
|
806
$404K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
806New |
$192K - $228K
|
806
$404K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
721+ 33.04% |
$172K - $204K
|
2.9K
$1.46M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
662+ 3.55% |
$158K - $187K
|
19.3K
$9.69M
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
661+ 6.0% |
$158K - $187K
|
11.7K
$5.86M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
656+ 25.27% |
$157K - $186K
|
3.25K
$1.63M
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
643+ 2.41% |
$153K - $182K
|
27.3K
$13.7M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
600+ 19.73% |
$143K - $170K
|
3.64K
$1.83M
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
544+ 2.58% |
$130K - $154K
|
21.6K
$10.9M
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
542+ 9.57% |
$129K - $154K
|
6.21K
$3.11M
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
503+ 1.17% |
$120K - $142K
|
43.4K
$21.8M
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
485New |
$116K - $137K
|
485
$243K
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
469New |
$112K - $133K
|
469
$235K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
428+ 18.07% |
$102K - $121K
|
2.8K
$1.4M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
425+ 1700.0% |
$101K - $120K
|
450
$226K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
420+ 0.43% |
$100K - $119K
|
97.2K
$48.8M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
412+ 15.35% |
$98.3K - $117K
|
3.1K
$1.55M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
408New |
$97.3K - $116K
|
408
$205K
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
407+ 0.85% |
$97.1K - $115K
|
48.4K
$24.3M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
402+ 18.74% |
$95.9K - $114K
|
2.55K
$1.28M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
390+ 3900.0% |
$93.1K - $110K
|
400
$201K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
384+ 9.0% |
$91.6K - $109K
|
4.65K
$2.33M
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
367+ 0.84% |
$87.6K - $104K
|
43.8K
$22M
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
366+ 20.13% |
$87.3K - $104K
|
2.18K
$1.1M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
360+ 1.99% |
$85.9K - $102K
|
18.4K
$9.25M
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
357+ 3.96% |
$85.2K - $101K
|
9.37K
$4.7M
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
351+ 11.31% |
$83.7K - $99.4K
|
3.45K
$1.73M
|