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 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$1.19K - $1.42K
|
5
$2.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$954 - $1.13K
|
4
$2.01K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 100.0% |
$716 - $850
|
6
$3.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3New |
$716 - $850
|
3
$1.51K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3New |
$716 - $850
|
3
$1.51K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 2.63% |
$716 - $850
|
117
$58.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 0.65% |
$477 - $566
|
308
$155K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 13.33% |
$477 - $566
|
17
$8.53K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$477 - $566
|
2
$1K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 1.2% |
$239 - $283
|
84
$42.1K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$239 - $283
|
1
$502
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1+ 0.12% |
$239 - $283
|
865
$434K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1- 0.05% |
$239 - $283
|
1.9K
$951K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 1.04% |
$239 - $283
|
95
$47.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 2.04% |
$239 - $283
|
48
$24.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2- 0.01% |
$477 - $566
|
21.1K
$10.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 6.9% |
$477 - $566
|
27
$13.5K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2- 0.03% |
$477 - $566
|
7.11K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 6.67% |
$716 - $850
|
42
$21.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-3- 0.33% |
$716 - $850
|
900
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9- 0.38% |
$2.15K - $2.55K
|
2.39K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12- 0.62% |
$2.86K - $3.4K
|
1.93K
$969K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-13- 1.05% |
$3.1K - $3.68K
|
1.23K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 2.2% |
$3.34K - $3.97K
|
622
$312K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 8.93% |
$3.58K - $4.25K
|
153
$76.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 1.08% |
$3.82K - $4.53K
|
1.46K
$733K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-16- 69.57% |
$3.82K - $4.53K
|
7
$3.51K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 1.28% |
$5.01K - $5.95K
|
1.62K
$815K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-22- 91.67% |
$5.25K - $6.23K
|
2
$1K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25- 43.1% |
$5.96K - $7.08K
|
33
$16.6K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
SELL
|
- |
-25- 1.83% |
$5.96K - $7.08K
|
1.34K
$672K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-27- 2.3% |
$6.44K - $7.65K
|
1.15K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-27- 12.74% |
$6.44K - $7.65K
|
185
$92.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-27- 0.09% |
$6.44K - $7.65K
|
29.2K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-30- 0.39% |
$7.16K - $8.5K
|
7.73K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-32- 0.29% |
$7.63K - $9.06K
|
11.1K
$5.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 55.17% |
$7.63K - $9.06K
|
26
$13K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-35- 3.91% |
$8.35K - $9.91K
|
861
$432K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-35- 3.0% |
$8.35K - $9.91K
|
1.13K
$567K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-38- 10.76% |
$9.07K - $10.8K
|
315
$158K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-39- 3.57% |
$9.31K - $11K
|
1.05K
$528K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-50- 2.4% |
$11.9K - $14.2K
|
2.03K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-59- 3.38% |
$14.1K - $16.7K
|
1.69K
$847K
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-61- 1.67% |
$14.6K - $17.3K
|
3.58K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-61- 1.67% |
$14.6K - $17.3K
|
3.58K
$1.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-64- 94.12% |
$15.3K - $18.1K
|
4
$2.01K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-64- 2.49% |
$15.3K - $18.1K
|
2.5K
$1.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-67- 3.96% |
$16K - $19K
|
1.63K
$815K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-69- 2.31% |
$16.5K - $19.5K
|
2.92K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-70- 2.68% |
$16.7K - $19.8K
|
2.54K
$1.27M
|