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
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-81- 0.62% |
$19.3K - $22.9K
|
13K
$6.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-85- 6.37% |
$20.3K - $24.1K
|
1.25K
$592K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-89- 5.25% |
$21.2K - $25.2K
|
1.61K
$762K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-94- 14.51% |
$22.4K - $26.6K
|
554
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-99- 5.53% |
$23.6K - $28K
|
1.69K
$802K
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-102- 0.93% |
$24.3K - $28.9K
|
10.9K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-106- 0.82% |
$25.3K - $30K
|
12.7K
$6.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-106- 1.86% |
$25.3K - $30K
|
5.59K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-108- 5.95% |
$25.8K - $30.6K
|
1.71K
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-110- 10.09% |
$26.2K - $31.2K
|
980
$465K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-119- 7.35% |
$28.4K - $33.7K
|
1.5K
$712K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-120- 6.32% |
$28.6K - $34K
|
1.78K
$844K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-127- 21.56% |
$30.3K - $36K
|
462
$219K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-133- 4.6% |
$31.7K - $37.7K
|
2.76K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-135- 6.74% |
$32.2K - $38.2K
|
1.87K
$885K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-158- 10.27% |
$37.7K - $44.8K
|
1.38K
$655K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-160- 3.73% |
$38.2K - $45.3K
|
4.13K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-160- 0.59% |
$38.2K - $45.3K
|
26.8K
$12.7M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-160- 0.59% |
$38.2K - $45.3K
|
26.8K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-165- 1.48% |
$39.4K - $46.7K
|
11K
$5.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-192- 1.78% |
$45.8K - $54.4K
|
10.6K
$5.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-203- 41.26% |
$48.4K - $57.5K
|
289
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-232- 17.21% |
$55.4K - $65.7K
|
1.12K
$529K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-265- 7.79% |
$63.2K - $75.1K
|
3.14K
$1.49M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-269- 18.01% |
$64.2K - $76.2K
|
1.23K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-277- 23.96% |
$66.1K - $78.5K
|
879
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-289- 6.13% |
$69K - $81.9K
|
4.43K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-290- 18.66% |
$69.2K - $82.1K
|
1.26K
$599K
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-296- 3.53% |
$70.6K - $83.8K
|
8.08K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-300- 0.97% |
$71.6K - $85K
|
30.5K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-300- 29.27% |
$71.6K - $85K
|
725
$344K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-309- 15.63% |
$73.7K - $87.5K
|
1.67K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-311- 3.87% |
$74.2K - $88.1K
|
7.72K
$3.66M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-322- 4.56% |
$76.8K - $91.2K
|
6.74K
$3.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-347- 16.71% |
$82.8K - $98.3K
|
1.73K
$820K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-350- 1.37% |
$83.5K - $99.1K
|
25.2K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-365- 14.64% |
$87.1K - $103K
|
2.13K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-370- 2.11% |
$88.3K - $105K
|
17.1K
$8.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-372- 1.64% |
$88.8K - $105K
|
22.2K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-379- 10.67% |
$90.4K - $107K
|
3.17K
$1.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-381- 3.18% |
$90.9K - $108K
|
11.6K
$5.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-397- 9.28% |
$94.7K - $112K
|
3.88K
$1.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-411- 5.1% |
$98.1K - $116K
|
7.65K
$3.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-411- 11.52% |
$98.1K - $116K
|
3.16K
$1.5M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-413- 1.87% |
$98.5K - $117K
|
21.6K
$10.3M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-413- 1.87% |
$98.5K - $117K
|
21.6K
$10.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-413- 1.87% |
$98.5K - $117K
|
21.6K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-420- 13.31% |
$100K - $119K
|
2.74K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-436- 9.18% |
$104K - $123K
|
4.31K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-454- 7.92% |
$108K - $129K
|
5.28K
$2.5M
|