Latest Institutional Purchases of Resideo Technologies, Inc. (REZI)
This list provides information on the latest institutional transactions involving Resideo Technologies, Inc. (REZI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27New |
$452 - $536
|
27
$527
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
22+ 43.14% |
$368 - $437
|
73
$1.42K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18New |
$301 - $357
|
18
$351
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
16New |
$268 - $318
|
16
$312
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
16New |
$268 - $318
|
16
$312
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 1.56% |
$184 - $218
|
716
$14K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5New |
$83.7 - $99.3
|
5
$97.5
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.75MNew |
$27M - $41.6M
|
1.75M
$34.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
30.5KNew |
$472K - $726K
|
30.5K
$596K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
16.7KNew |
$258K - $397K
|
16.7K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
15.7KNew |
$243K - $374K
|
15.7K
$307K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.66KNew |
$134K - $206K
|
8.66K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.78K+ 27.02% |
$42.9K - $66K
|
13K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.15KNew |
$33.2K - $51.2K
|
2.15K
$42K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
389New |
$6.01K - $9.25K
|
389
$7.59K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
377New |
$5.82K - $8.97K
|
377
$7.35K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
276New |
$4.26K - $6.56K
|
276
$5.38K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
249New |
$3.85K - $5.92K
|
249
$4.86K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
156New |
$2.41K - $3.71K
|
156
$3.04K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
111New |
$1.71K - $2.64K
|
111
$2.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
91New |
$1.41K - $2.16K
|
91
$1.77K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
89+ 64.49% |
$1.38K - $2.12K
|
227
$4.43K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33New |
$510 - $785
|
33
$644
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
28New |
$433 - $666
|
28
$546
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
28New |
$433 - $666
|
28
$546
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
25New |
$386 - $595
|
25
$488
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24New |
$371 - $571
|
24
$468
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19New |
$294 - $452
|
19
$371
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16New |
$247 - $380
|
16
$312
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16New |
$247 - $380
|
16
$312
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
15New |
$232 - $357
|
15
$293
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
13New |
$201 - $309
|
13
$254
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6New |
$92.7 - $143
|
6
$117
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
4New |
$61.8 - $95.1
|
4
$78
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$46.3 - $71.3
|
3
$58.5
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2New |
$30.9 - $47.6
|
2
$39
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$19.5
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$19.5
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$19.5
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1New |
$15.5 - $23.8
|
1
$19.5
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
52.8KNew |
$1M - $1.25M
|
52.8K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
33KNew |
$626K - $784K
|
33K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
23.8KNew |
$451K - $565K
|
23.8K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
22.4KNew |
$425K - $533K
|
22.4K
$438K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.9KNew |
$244K - $306K
|
12.9K
$251K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.78KNew |
$71.6K - $89.7K
|
3.78K
$73.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$37.9K - $47.5K
|
2K
$39K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.21K+ 2.27% |
$22.9K - $28.7K
|
54.5K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
330+ 18.85% |
$6.25K - $7.83K
|
2.08K
$40.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
169New |
$3.2K - $4.01K
|
169
$3.3K
|
|