Stock Transactions — WATSCO INC

Total Bought
2,043,215
333 transactions
Total Sold
2,796,232
370 transactions
Net
-753,017
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
MORGAN STANLEY286,215622,033+335,8180.010.02+0.01buy
FMR LLC3,048,1683,277,689+229,5210.090.10+0.01buy
CITADEL ADVISORS LLC94,940287,995+193,0550.040.13+0.09buy
BALYASNY ASSET MANAGEMENT L.P.998150,764+149,7660.000.18+0.18buy
BARCLAYS PLC356,784458,869+102,0850.070.10+0.03buy
GOLDMAN SACHS GROUP INC234,903316,669+81,7660.020.03+0.01buy
VANGUARD GROUP INC3,411,8943,482,625+70,7310.030.03+0.00buy
JANE STREET GROUP, LLC4,84171,368+66,5270.000.04+0.03buy
National Pension Service054,800+54,8000.000.03+0.03buy
Williams Jones Wealth Management, LLC.4,47958,235+53,7560.020.33+0.31buy
MILLENNIUM MANAGEMENT LLC1,17045,020+43,8500.000.02+0.02buy
GEODE CAPITAL MANAGEMENT, LLC601,229641,076+39,8470.020.03+0.00buy
DIMENSIONAL FUND ADVISORS LP191,965223,912+31,9470.020.03+0.00buy
NORTHERN TRUST CORP244,621271,625+27,0040.020.02+0.00buy
Interval Partners, LP025,344+25,3440.000.34+0.34buy
EULAV Asset Management024,600+24,6000.000.31+0.31buy
Strategic Financial Concepts, LLC023,543+23,5430.000.00+0.00buy
BANK OF MONTREAL /CAN/10,52632,972+22,4460.000.00+0.00buy
UBS Group AG33,76253,733+19,9710.000.01+0.00buy
Walleye Capital LLC30918,903+18,5940.000.09+0.09buy
Buck Wealth Strategies, LLC015,086+15,0860.002.06+2.06buy
Aberdeen Group plc014,824+14,8240.000.01+0.01buy
Conestoga Capital Advisors, LLC81,09795,709+14,6120.510.66+0.16buy
DEUTSCHE BANK AG\41,88156,229+14,3480.010.01+0.00buy
BROWN BROTHERS HARRIMAN & CO78,20891,548+13,3400.260.32+0.06buy
Focus Partners Wealth2,24714,592+12,3450.010.02+0.02buy
CARDEROCK CAPITAL MANAGEMENT INC011,147+11,1470.001.35+1.35buy
Alyeska Investment Group, L.P.29,25440,363+11,1090.080.11+0.03buy
D. E. Shaw & Co., Inc.71711,657+10,9400.000.01+0.01buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC125,076135,867+10,7910.020.02-0.00buy
MOORE CAPITAL MANAGEMENT, LP010,000+10,0000.000.10+0.10buy
Lighthouse Investment Partners, LLC09,212+9,2120.000.24+0.24buy
Schonfeld Strategic Advisors LLC27,19236,400+9,2080.090.13+0.04buy
BLAIR WILLIAM & CO/IL792,011801,152+9,1411.071.14+0.07buy
INTECH INVESTMENT MANAGEMENT LLC1,80310,730+8,9270.010.06+0.05buy
AXA S.A.26,11934,894+8,7750.030.05+0.01buy
Strengthening Families & Communities, LLC07,319+7,3190.000.97+0.97buy
CANADA LIFE ASSURANCE Co45,86152,778+6,9170.040.05+0.01buy
MAGNOLIA CAPITAL ADVISORS LLC06,487+6,4870.000.05+0.05buy
Bank of New York Mellon Corp386,712393,032+6,3200.030.03+0.00buy
TEXAS PERMANENT SCHOOL FUND CORP27,37332,799+5,4260.090.13+0.03buy
Obermeyer Wealth Partners05,353+5,3530.000.14+0.14buy
Gotham Asset Management, LLC15,16420,490+5,3260.100.12+0.02buy
ONTARIO TEACHERS PENSION PLAN BOARD05,253+5,2530.000.02+0.02buy
MARKEL GROUP INC.566,250571,250+5,0002.412.60+0.19buy
SCHWARTZ INVESTMENT COUNSEL INC56,00061,000+5,0000.881.05+0.17buy
State of Tennessee, Department of Treasury8,79913,778+4,9790.010.02+0.01buy
LEVEL FOUR ADVISORY SERVICES, LLC04,933+4,9330.000.10+0.10buy
Mirae Asset Global Investments Co., Ltd.12,43117,170+4,7390.010.04+0.03buy
GATEWAY INVESTMENT ADVISERS LLC04,553+4,5530.000.02+0.02buy
GENEVA CAPITAL MANAGEMENT LLC61,12765,228+4,1010.460.55+0.09buy
Retireful, LLC03,990+3,9900.000.87+0.87buy
FENIMORE ASSET MANAGEMENT INC48,92152,758+3,8370.450.54+0.09buy
BANK OF AMERICA CORP /DE/177,501181,279+3,7780.010.01+0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP103,211106,447+3,2360.200.22+0.02buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.03,190+3,1900.000.12+0.12buy
FORA Capital, LLC03,093+3,0930.000.17+0.17buy
Redwood Investment Management, LLC02,984+2,9840.000.12+0.12buy
Johnson Financial Group, Inc.1,8564,792+2,9360.040.11+0.06buy
Teza Capital Management LLC2,8425,656+2,8140.160.32+0.16buy
Mitsubishi UFJ Asset Management Co., Ltd.18,21521,028+2,8130.010.01+0.00buy
Bellwether Advisors, LLC02,789+2,7890.000.27+0.27buy
AVANTAX ADVISORY SERVICES, INC.1,6894,411+2,7220.010.01+0.01buy
NISA INVESTMENT ADVISORS, LLC15,94518,540+2,5950.040.05+0.01buy
Abacus FCF Advisors LLC02,589+2,5890.000.30+0.30buy
FRANKLIN RESOURCES INC46,28648,852+2,5660.010.01+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS37,22139,679+2,4580.030.04+0.00buy
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp4,0426,497+2,4550.010.02+0.01buy
APG Asset Management N.V.6003,000+2,4000.000.00+0.00buy
Atom Investors LP02,303+2,3030.000.11+0.11buy
MBB PUBLIC MARKETS I LLC02,300+2,3000.000.02+0.02buy
Virtu Financial LLC02,289+2,2890.000.07+0.07buy
CITIZENS FINANCIAL GROUP INC/RI02,288+2,2880.000.02+0.02buy
Dynamic Technology Lab Private Ltd02,267+2,2670.000.12+0.12buy
&PARTNERS01,975+1,9750.000.04+0.04buy
Knollwood Investment Advisory, LLC6302,597+1,9670.050.13+0.08buy
BRIDGES INVESTMENT MANAGEMENT INC01,887+1,8870.000.01+0.01buy
Elevated Capital Advisors, LLC01,850+1,8500.000.24+0.24buy
M&G Plc01,774+1,7740.000.00+0.00buy
BRADLEY FOSTER & SARGENT INC/CT45,17946,917+1,7380.350.39+0.04buy
Walleye Trading LLC8782,602+1,7240.010.02+0.02buy
Tidal Investments LLC4962,200+1,7040.000.01+0.01buy
OPPENHEIMER ASSET MANAGEMENT INC.19,15320,806+1,6530.120.12+0.00buy
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC3,4235,066+1,6430.000.01+0.00buy
Skye Global Management LP01,575+1,5750.000.02+0.02buy
Bayesian Capital Management, LP01,470+1,4700.000.08+0.08buy
Frank, Rimerman Advisors LLC01,462+1,4620.000.05+0.05buy
THOROUGHBRED FINANCIAL SERVICES, LLC01,419+1,4190.000.04+0.04buy
LPL Financial LLC18,24519,662+1,4170.000.00+0.00buy
WESTFIELD CAPITAL MANAGEMENT CO LP21,08222,397+1,3150.050.05+0.00buy
EXCHANGE TRADED CONCEPTS, LLC7162,029+1,3130.010.02+0.02buy
Cranbrook Wealth Management, LLC01,304+1,3040.000.15+0.15buy
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main27,00028,289+1,2890.010.01+0.00buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,6332,904+1,2710.010.01+0.01buy
Atria Investments, Inc7,6918,941+1,2500.050.05+0.01buy
CAPSTONE INVESTMENT ADVISORS, LLC01,211+1,2110.000.01+0.01buy
nVerses Capital, LLC01,200+1,2000.000.33+0.33buy
Cresset Asset Management, LLC10,08511,269+1,1840.020.02+0.00buy
OMERS ADMINISTRATION Corp01,173+1,1730.000.01+0.01buy
Clearstead Advisors, LLC341,168+1,1340.000.01+0.01buy
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