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 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
124+ 158.97% |
$46.9K - $54.5K
|
202
$95.5K
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
120+ 7.13% |
$45.3K - $52.7K
|
1.8K
$853K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
119+ 6.49% |
$45K - $52.3K
|
1.95K
$923K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
112+ 589.47% |
$42.3K - $49.2K
|
131
$62K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
107New |
$40.4K - $47K
|
107
$50.6K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 4.76% |
$37.8K - $44K
|
2.2K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
100+ 8.19% |
$37.8K - $44K
|
1.32K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$37.8K - $44K
|
100
$47.3K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
98+ 98.0% |
$37K - $43.1K
|
198
$93.7K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
95+ 2.44% |
$35.9K - $41.8K
|
3.99K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
92+ 13.22% |
$34.8K - $40.4K
|
788
$373K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
91+ 0.99% |
$34.4K - $40K
|
9.32K
$4.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
90New |
$34K - $39.6K
|
90
$42.6K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89+ 2.48% |
$33.6K - $39.1K
|
3.67K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87+ 2.31% |
$32.9K - $38.2K
|
3.85K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
87New |
$32.9K - $38.2K
|
87
$41.2K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
84+ 13.91% |
$31.7K - $36.9K
|
688
$325K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84+ 1.58% |
$31.7K - $36.9K
|
5.39K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
83+ 5.38% |
$31.4K - $36.5K
|
1.63K
$770K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
81+ 18.2% |
$30.6K - $35.6K
|
526
$249K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
75+ 0.69% |
$28.3K - $33K
|
11K
$5.2M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71New |
$26.8K - $31.2K
|
71
$33.6K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
71New |
$26.8K - $31.2K
|
71
$33.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
70+ 0.21% |
$26.5K - $30.8K
|
33K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
69+ 1.87% |
$26.1K - $30.3K
|
3.75K
$1.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
68+ 3.92% |
$25.7K - $29.9K
|
1.8K
$853K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
67+ 1.3% |
$25.3K - $29.4K
|
5.22K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
65+ 0.42% |
$24.6K - $28.6K
|
15.6K
$7.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
62+ 11.03% |
$23.4K - $27.2K
|
624
$295K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
60+ 36.59% |
$22.7K - $26.4K
|
224
$106K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
59New |
$22.3K - $25.9K
|
59
$27.9K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57+ 9.98% |
$21.5K - $25.1K
|
628
$297K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 101.82% |
$21.2K - $24.6K
|
111
$52.5K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
56+ 280.0% |
$21.2K - $24.6K
|
76
$35.9K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
52+ 0.13% |
$19.7K - $22.9K
|
41.1K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52+ 0.5% |
$19.7K - $22.9K
|
10.5K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
51+ 10.37% |
$19.3K - $22.4K
|
543
$257K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
50+ 6.87% |
$18.9K - $22K
|
778
$368K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
49+ 2.45% |
$18.5K - $21.5K
|
2.05K
$969K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
46+ 1.04% |
$17.4K - $20.2K
|
4.47K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
45+ 9.64% |
$17K - $19.8K
|
512
$242K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 3.07% |
$16.3K - $18.9K
|
1.44K
$682K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
42New |
$15.9K - $18.5K
|
42
$19.9K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
41+ 6.82% |
$15.5K - $18K
|
642
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
40+ 7.13% |
$15.1K - $17.6K
|
601
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
39+ 2.1% |
$14.7K - $17.1K
|
1.9K
$898K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38+ 52.05% |
$14.4K - $16.7K
|
111
$52.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
37+ 1.56% |
$14K - $16.3K
|
2.4K
$1.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
36+ 2.06% |
$13.6K - $15.8K
|
1.78K
$844K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
36+ 3.55% |
$13.6K - $15.8K
|
1.05K
$496K
|