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 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
337+ 8.07% |
$80.4K - $95.4K
|
4.51K
$2.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
336+ 22.83% |
$80.2K - $95.2K
|
1.81K
$857K
|
|
|
Jan 23, 2023
Q4 2022
|
Baskin Financial Services Inc.
|
BUY
|
- |
331+ 0.58% |
$79K - $93.7K
|
57.9K
$27.4M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
330+ 16.25% |
$78.7K - $93.5K
|
2.36K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
328+ 2.73% |
$78.3K - $92.9K
|
12.4K
$5.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
293New |
$69.9K - $83K
|
293
$139K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
292New |
$69.7K - $82.7K
|
292
$138K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
292New |
$69.7K - $82.7K
|
292
$138K
|
|
|
Feb 10, 2023
Q4 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
269+ 2.73% |
$64.2K - $76.2K
|
10.1K
$4.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
262+ 1.14% |
$62.5K - $74.2K
|
23.3K
$11.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
262+ 13.75% |
$62.5K - $74.2K
|
2.17K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
262+ 1.08% |
$62.5K - $74.2K
|
24.4K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
242+ 25.88% |
$57.7K - $68.5K
|
1.18K
$558K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
236+ 10.71% |
$56.3K - $66.8K
|
2.44K
$1.16M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
227+ 3.3% |
$54.2K - $64.3K
|
7.11K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
225+ 130.06% |
$53.7K - $63.7K
|
398
$189K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
221+ 16.99% |
$52.7K - $62.6K
|
1.52K
$722K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
220+ 0.61% |
$52.5K - $62.3K
|
36.1K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
206+ 4.46% |
$49.1K - $58.3K
|
4.82K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 17.22% |
$48.7K - $57.8K
|
1.39K
$659K
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
200+ 0.36% |
$47.7K - $56.6K
|
55.7K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
186+ 5.67% |
$44.4K - $52.7K
|
3.47K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
185New |
$44.1K - $52.4K
|
185
$87.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
170New |
$40.6K - $48.1K
|
170
$80.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
164+ 15.1% |
$39.1K - $46.4K
|
1.25K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
156New |
$37.2K - $44.2K
|
156
$74K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
156+ 0.27% |
$37.2K - $44.2K
|
57.4K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
151+ 359.52% |
$36K - $42.8K
|
193
$91.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
147+ 1.93% |
$35.1K - $41.6K
|
7.78K
$3.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
146+ 6.2% |
$34.8K - $41.4K
|
2.5K
$1.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
145+ 0.73% |
$34.6K - $41.1K
|
20K
$9.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
142New |
$33.9K - $40.2K
|
142
$67.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
137+ 2.4% |
$32.7K - $38.8K
|
5.85K
$2.77M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
137New |
$32.7K - $38.8K
|
137
$65K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
134+ 15.67% |
$32K - $38K
|
989
$469K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
133+ 0.77% |
$31.7K - $37.7K
|
17.5K
$8.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
130New |
$31K - $36.8K
|
130
$61.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 3.45% |
$28.6K - $34K
|
3.6K
$1.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
119+ 1.23% |
$28.4K - $33.7K
|
9.8K
$4.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
117+ 1.57% |
$27.9K - $33.1K
|
7.56K
$3.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
117+ 0.88% |
$27.9K - $33.1K
|
13.4K
$6.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
111+ 33.84% |
$26.5K - $31.4K
|
439
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
109+ 8.13% |
$26K - $30.9K
|
1.45K
$688K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
109+ 5.04% |
$26K - $30.9K
|
2.27K
$1.08M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
107+ 1.71% |
$25.5K - $30.3K
|
6.35K
$3.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
105+ 42.86% |
$25.1K - $29.7K
|
350
$166K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.19% |
$23.9K - $28.3K
|
8.48K
$4.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.14% |
$23.9K - $28.3K
|
8.9K
$4.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
100+ 13.68% |
$23.9K - $28.3K
|
831
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
100+ 10.53% |
$23.9K - $28.3K
|
1.05K
$498K
|