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 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
2.17K+ 878.14% |
$820K - $953K
|
2.42K
$1.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.15KNew |
$814K - $947K
|
2.15K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.05K+ 84.7% |
$776K - $903K
|
4.48K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
1.99KNew |
$751K - $873K
|
1.99K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.93KNew |
$728K - $847K
|
1.93K
$911K
|
|
|
May 13, 2024
Q1 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.92K+ 27.54% |
$726K - $845K
|
8.9K
$4.21M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.92KNew |
$726K - $845K
|
1.92K
$909K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.9K+ 6.69% |
$719K - $836K
|
30.3K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.89KNew |
$716K - $832K
|
1.89K
$896K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.86K+ 62.44% |
$704K - $818K
|
4.84K
$2.29M
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.83K+ 1.11% |
$692K - $805K
|
167K
$79.1M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.67K+ 22.03% |
$629K - $732K
|
9.22K
$4.36M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.59K+ 0.46% |
$600K - $698K
|
350K
$165M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.55K+ 3.46% |
$585K - $681K
|
46.3K
$21.9M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.51K+ 9.8% |
$571K - $665K
|
16.9K
$8.01M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.5K+ 60.0% |
$567K - $659K
|
4K
$1.89M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.38KNew |
$520K - $605K
|
1.38K
$651K
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.38KNew |
$520K - $605K
|
1.38K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.36K+ 9.83% |
$513K - $596K
|
15.2K
$7.17M
|
|
|
Feb 20, 2025
Q1 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.32K+ 11.7% |
$498K - $579K
|
12.6K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.3K+ 168.78% |
$492K - $573K
|
2.08K
$981K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.22KNew |
$461K - $537K
|
1.22K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
1.21K+ 24.51% |
$458K - $533K
|
6.16K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.2KNew |
$454K - $528K
|
1.2K
$568K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
1.2KNew |
$452K - $525K
|
1.2K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.18K+ 70.54% |
$447K - $520K
|
2.86K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.18K+ 69.82% |
$444K - $516K
|
2.86K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.14K+ 9.6% |
$432K - $503K
|
13.1K
$6.18M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.14KNew |
$430K - $500K
|
1.14K
$538K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.13KNew |
$428K - $498K
|
1.13K
$535K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.12KNew |
$423K - $492K
|
1.12K
$530K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.05K+ 10.78% |
$395K - $460K
|
10.7K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1K+ 13.34% |
$379K - $441K
|
8.52K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
991New |
$375K - $436K
|
991
$469K
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
986New |
$373K - $433K
|
986
$466K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
967+ 0.58% |
$365K - $425K
|
167K
$79M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
955New |
$361K - $420K
|
955
$452K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
918+ 340.0% |
$347K - $403K
|
1.19K
$562K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
913+ 11.26% |
$345K - $401K
|
9.02K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
901+ 93.85% |
$340K - $396K
|
1.86K
$880K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
887+ 3.25% |
$335K - $390K
|
28.2K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
860New |
$325K - $378K
|
860
$407K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
857+ 22.88% |
$324K - $377K
|
4.6K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
853+ 4.77% |
$322K - $375K
|
18.7K
$8.87M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
837+ 3.83% |
$316K - $368K
|
22.7K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
819New |
$310K - $360K
|
819
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
818+ 1.16% |
$309K - $360K
|
71.3K
$33.7M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
818+ 34.01% |
$309K - $360K
|
3.22K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
812+ 6.7% |
$307K - $357K
|
12.9K
$6.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
806+ 11.63% |
$305K - $354K
|
7.73K
$3.66M
|