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 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
361New |
$136K - $159K
|
361
$181K
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
356+ 5.44% |
$135K - $156K
|
6.9K
$3.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
353+ 1.01% |
$133K - $155K
|
35.1K
$17.7M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
342New |
$129K - $150K
|
342
$172K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
338+ 17.2% |
$128K - $149K
|
2.3K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
329New |
$124K - $145K
|
329
$165K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
322+ 7.58% |
$122K - $142K
|
4.57K
$2.3M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
320+ 1.94% |
$121K - $141K
|
16.8K
$8.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
319+ 9.6% |
$121K - $140K
|
3.64K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
311+ 23.61% |
$118K - $137K
|
1.63K
$818K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
302+ 45.21% |
$114K - $133K
|
970
$487K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
300+ 32.22% |
$113K - $132K
|
1.23K
$618K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
291+ 1.86% |
$110K - $128K
|
15.9K
$7.99M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
288+ 10.97% |
$109K - $127K
|
2.91K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
280New |
$106K - $123K
|
280
$141K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
266New |
$101K - $117K
|
266
$134K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
265+ 38.29% |
$100K - $116K
|
957
$481K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
255+ 1.16% |
$96.4K - $112K
|
22.2K
$11.2M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
254+ 48.11% |
$96K - $112K
|
782
$393K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
248New |
$93.7K - $109K
|
248
$125K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
229New |
$86.5K - $101K
|
229
$115K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
220+ 224.49% |
$83.1K - $96.7K
|
318
$160K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
218+ 5.81% |
$82.4K - $95.8K
|
3.97K
$1.99M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
213+ 30.21% |
$80.5K - $93.6K
|
918
$461K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
208+ 55.76% |
$78.6K - $91.4K
|
581
$292K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
200+ 6.16% |
$75.6K - $87.9K
|
3.45K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
200+ 66.67% |
$75.6K - $87.9K
|
500
$251K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
197+ 6.42% |
$74.4K - $86.6K
|
3.27K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
195New |
$73.7K - $85.7K
|
195
$98K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
192+ 44.86% |
$72.6K - $84.4K
|
620
$311K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
182+ 10.58% |
$68.8K - $80K
|
1.9K
$956K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
181+ 4.69% |
$68.4K - $79.5K
|
4.04K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
173+ 0.19% |
$65.4K - $76K
|
90.8K
$45.6M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
170+ 1.8% |
$64.2K - $74.7K
|
9.64K
$4.84M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
167+ 35.38% |
$63.1K - $73.4K
|
639
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
167+ 3.72% |
$63.1K - $73.4K
|
4.66K
$2.34M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
165+ 3.42% |
$62.4K - $72.5K
|
4.99K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
161+ 2.21% |
$60.8K - $70.8K
|
7.46K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
155+ 1.15% |
$58.6K - $68.1K
|
13.6K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
155+ 8.2% |
$58.6K - $68.1K
|
2.05K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
153+ 5.07% |
$57.8K - $67.2K
|
3.17K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
146+ 17.12% |
$55.2K - $64.2K
|
999
$502K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
136+ 12.34% |
$51.4K - $59.8K
|
1.24K
$622K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
133New |
$50.3K - $58.5K
|
133
$66.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
128+ 19.66% |
$48.4K - $56.3K
|
779
$391K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
124+ 158.97% |
$46.9K - $54.5K
|
202
$101K
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
120+ 7.13% |
$45.3K - $52.7K
|
1.8K
$906K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
119+ 6.49% |
$45K - $52.3K
|
1.95K
$981K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
112+ 589.47% |
$42.3K - $49.2K
|
131
$65.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
107New |
$40.4K - $47K
|
107
$53.7K
|