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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
659+ 50.04% |
$249K - $290K
|
1.98K
$937K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
642New |
$243K - $282K
|
642
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
640New |
$242K - $281K
|
640
$303K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
636+ 3.77% |
$240K - $280K
|
17.5K
$8.31M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
630+ 32.29% |
$238K - $277K
|
2.58K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
615+ 15.24% |
$232K - $270K
|
4.65K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
608+ 26.33% |
$230K - $267K
|
2.92K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
603+ 42.02% |
$228K - $265K
|
2.04K
$966K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
600+ 22.05% |
$227K - $264K
|
3.32K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
567New |
$214K - $249K
|
567
$269K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
564+ 22.19% |
$213K - $248K
|
3.11K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
541New |
$204K - $238K
|
541
$257K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
536New |
$203K - $236K
|
536
$254K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
535New |
$202K - $235K
|
535
$254K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
533New |
$201K - $234K
|
533
$253K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
530+ 7.89% |
$200K - $233K
|
7.25K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
526+ 6.93% |
$199K - $231K
|
8.11K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
520New |
$197K - $229K
|
520
$247K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
516+ 0.98% |
$195K - $227K
|
53.1K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
511New |
$193K - $225K
|
511
$242K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
508New |
$192K - $223K
|
508
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Dudley & Shanley, Inc.
|
BUY
|
- |
500+ 1.98% |
$189K - $220K
|
25.7K
$12.2M
|
|
|
Apr 03, 2024
Q1 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
500New |
$189K - $220K
|
500
$237K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
496New |
$187K - $218K
|
496
$235K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
493New |
$186K - $217K
|
493
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
491New |
$186K - $216K
|
491
$233K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
489+ 12.4% |
$185K - $215K
|
4.43K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
481+ 3700.0% |
$182K - $211K
|
494
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
478New |
$181K - $210K
|
478
$227K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
477+ 4.36% |
$180K - $210K
|
11.4K
$5.41M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
462+ 10.08% |
$175K - $203K
|
5.05K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
452+ 48.34% |
$171K - $199K
|
1.39K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
443+ 0.34% |
$167K - $195K
|
131K
$62.2M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
430+ 46.49% |
$163K - $189K
|
1.36K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
430+ 11.65% |
$163K - $189K
|
4.12K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
424+ 63.86% |
$160K - $186K
|
1.09K
$516K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
415+ 88.87% |
$157K - $182K
|
882
$418K
|
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
413+ 0.85% |
$156K - $182K
|
48.9K
$23.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
404+ 0.34% |
$153K - $178K
|
120K
$56.7M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
401+ 32.55% |
$152K - $176K
|
1.63K
$774K
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
386+ 10.53% |
$146K - $170K
|
4.05K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
382+ 6.88% |
$144K - $168K
|
5.94K
$2.82M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
381+ 15.11% |
$144K - $167K
|
2.9K
$1.38M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
381+ 4.14% |
$144K - $167K
|
9.59K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
374+ 0.3% |
$141K - $164K
|
125K
$59.3M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
365+ 5.43% |
$138K - $160K
|
7.09K
$3.36M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
361New |
$136K - $159K
|
361
$171K
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
356+ 5.44% |
$135K - $156K
|
6.9K
$3.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
353+ 1.01% |
$133K - $155K
|
35.1K
$16.7M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
342New |
$129K - $150K
|
342
$162K
|