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 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
100New |
$23.9K - $28.3K
|
100
$50.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
100+ 10.53% |
$23.9K - $28.3K
|
1.05K
$527K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99+ 3.03% |
$23.6K - $28K
|
3.36K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
95+ 26.39% |
$22.7K - $26.9K
|
455
$228K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
94+ 1.66% |
$22.4K - $26.6K
|
5.75K
$2.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
81+ 3.63% |
$19.3K - $22.9K
|
2.31K
$1.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
75+ 8.0% |
$17.9K - $21.2K
|
1.01K
$508K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71+ 28.63% |
$16.9K - $20.1K
|
319
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
68+ 2.38% |
$16.2K - $19.3K
|
2.93K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
68+ 0.8% |
$16.2K - $19.3K
|
8.61K
$4.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$32.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
64New |
$15.3K - $18.1K
|
64
$32.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
60+ 600.0% |
$14.3K - $17K
|
70
$35.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
57+ 14.92% |
$13.6K - $16.1K
|
439
$220K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53+ 0.78% |
$12.6K - $15K
|
6.86K
$3.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
53+ 32.52% |
$12.6K - $15K
|
216
$108K
|
|
|
Feb 01, 2023
Q4 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
45+ 2.27% |
$10.7K - $12.7K
|
2.03K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
45+ 0.98% |
$10.7K - $12.7K
|
4.65K
$2.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
43+ 4.37% |
$10.3K - $12.2K
|
1.03K
$516K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41New |
$9.78K - $11.6K
|
41
$20.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37+ 0.18% |
$8.83K - $10.5K
|
21.1K
$10.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
36+ 41.38% |
$8.59K - $10.2K
|
123
$61.7K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32+ 1.46% |
$7.63K - $9.06K
|
2.23K
$1.12M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
32+ 133.33% |
$7.63K - $9.06K
|
56
$28.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Chase Investment Counsel Corp
|
BUY
|
- |
31+ 3.38% |
$7.4K - $8.78K
|
949
$476K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
28New |
$6.68K - $7.93K
|
28
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
28+ 15.14% |
$6.68K - $7.93K
|
213
$107K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27New |
$6.44K - $7.65K
|
27
$13.5K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26New |
$6.2K - $7.36K
|
26
$13K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
26+ 6.6% |
$6.2K - $7.36K
|
420
$211K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
22New |
$5.25K - $6.23K
|
22
$11K
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
BUY
|
- |
20+ 0.06% |
$4.77K - $5.66K
|
31.4K
$15.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18New |
$4.29K - $5.1K
|
18
$9.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
18+ 0.98% |
$4.29K - $5.1K
|
1.86K
$934K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16New |
$3.82K - $4.53K
|
16
$8.03K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16+ 18.6% |
$3.82K - $4.53K
|
102
$51.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
15New |
$3.58K - $4.25K
|
15
$7.53K
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13+ 0.79% |
$3.1K - $3.68K
|
1.65K
$827K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
11+ 34.38% |
$2.62K - $3.12K
|
43
$21.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
11New |
$2.62K - $3.12K
|
11
$5.52K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 13.43% |
$2.15K - $2.55K
|
76
$38.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
9+ 0.05% |
$2.15K - $2.55K
|
19.3K
$9.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.41% |
$2.15K - $2.55K
|
2.18K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9New |
$2.15K - $2.55K
|
9
$4.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.91K - $2.27K
|
8
$4.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$1.91K - $2.27K
|
8
$4.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.83% |
$1.91K - $2.27K
|
968
$486K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.85% |
$1.91K - $2.27K
|
944
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 33.33% |
$1.67K - $1.98K
|
28
$14K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.06% |
$1.43K - $1.7K
|
10.8K
$5.4M
|