Purchases and Sales Made in Q1 2024 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-149- 0.84% |
$56.3K - $65.5K
|
17.6K
$8.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-156- 3.22% |
$59K - $68.6K
|
4.68K
$2.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-157- 4.76% |
$59.3K - $69K
|
3.14K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-163- 5.61% |
$61.6K - $71.6K
|
2.75K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-167- 0.95% |
$63.1K - $73.4K
|
17.4K
$8.32M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-168- 8.65% |
$63.5K - $73.8K
|
1.78K
$849K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 19.11% |
$68K - $79.1K
|
762
$365K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-190- 1.42% |
$71.8K - $83.5K
|
13.2K
$6.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-197- 2.51% |
$74.4K - $86.6K
|
7.65K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-202- 2.53% |
$76.3K - $88.8K
|
7.79K
$3.73M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-215- 15.17% |
$81.3K - $94.5K
|
1.2K
$575K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-216- 31.3% |
$81.6K - $94.9K
|
474
$227K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-217- 20.83% |
$82K - $95.4K
|
825
$395K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-250- 32.13% |
$94.5K - $110K
|
528
$253K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-252- 26.95% |
$95.2K - $111K
|
683
$327K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-256- 14.37% |
$96.7K - $113K
|
1.53K
$730K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-260- 7.11% |
$98.3K - $114K
|
3.4K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-260- 18.95% |
$98.3K - $114K
|
1.11K
$532K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-265- 2.17% |
$100K - $116K
|
11.9K
$5.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-267- 23.52% |
$101K - $117K
|
868
$415K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-270- 1.58% |
$102K - $119K
|
16.8K
$8.04M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-272- 15.93% |
$103K - $120K
|
1.44K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-280- 6.71% |
$106K - $123K
|
3.89K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-300- 37.45% |
$113K - $132K
|
501
$240K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-305- 12.11% |
$115K - $134K
|
2.21K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-316- 15.76% |
$119K - $139K
|
1.69K
$808K
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-323- 14.68% |
$122K - $142K
|
1.88K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-348- 1.17% |
$132K - $153K
|
29.4K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-350- 2.05% |
$132K - $154K
|
16.7K
$8.01M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-353- 7.42% |
$133K - $155K
|
4.41K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-362- 8.74% |
$137K - $159K
|
3.78K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-369- 12.55% |
$139K - $162K
|
2.57K
$1.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-387- 7.19% |
$146K - $170K
|
5K
$2.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-396- 9.67% |
$150K - $174K
|
3.7K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-400- 0.97% |
$151K - $176K
|
40.7K
$19.5M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 4.61% |
$151K - $176K
|
8.28K
$3.96M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-411- 3.47% |
$155K - $181K
|
11.4K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-422- 2.03% |
$159K - $185K
|
20.4K
$9.74M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-453- 22.41% |
$171K - $199K
|
1.57K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-455- 4.42% |
$172K - $200K
|
9.84K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-471- 34.2% |
$178K - $207K
|
906
$434K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-480- 12.14% |
$181K - $211K
|
3.48K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-482- 0.16% |
$182K - $212K
|
295K
$141M
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-488- 0.77% |
$184K - $214K
|
62.9K
$30.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-489- 34.17% |
$185K - $215K
|
942
$451K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-491- 5.38% |
$186K - $216K
|
8.64K
$4.14M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-492- 96.85% |
$186K - $216K
|
16
$7.66K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-494- 10.34% |
$187K - $217K
|
4.28K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 5.26% |
$189K - $220K
|
9K
$4.31M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-515- 3.13% |
$195K - $226K
|
15.9K
$7.63M
|