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 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
29+ 100.0% |
$11K - $12.7K
|
58
$27.8K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26+ 2.02% |
$9.83K - $11.4K
|
1.31K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
26+ 45.61% |
$9.83K - $11.4K
|
83
$39.7K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
24+ 4.12% |
$9.07K - $10.5K
|
607
$291K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
24+ 0.41% |
$9.07K - $10.5K
|
5.9K
$2.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
24+ 0.32% |
$9.07K - $10.5K
|
7.56K
$3.62M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
24New |
$9.07K - $10.5K
|
24
$11.5K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21+ 1.58% |
$7.94K - $9.23K
|
1.35K
$648K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21+ 3.39% |
$7.94K - $9.23K
|
640
$306K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
20New |
$7.56K - $8.79K
|
20
$9.57K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 27.54% |
$7.18K - $8.35K
|
88
$42.1K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$6.8K - $7.91K
|
18
$8.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18+ 1.8% |
$6.8K - $7.91K
|
1.02K
$487K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 1.85% |
$6.42K - $7.47K
|
934
$447K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16New |
$6.05K - $7.03K
|
16
$7.66K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$5.67K - $6.59K
|
3.2K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
15+ 1.08% |
$5.67K - $6.59K
|
1.41K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
15New |
$5.67K - $6.59K
|
15
$7.18K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 6.52% |
$5.67K - $6.59K
|
245
$117K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
14+ 1.69% |
$5.29K - $6.15K
|
843
$403K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 30.43% |
$5.29K - $6.15K
|
60
$28.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
13New |
$4.91K - $5.71K
|
13
$6.22K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13+ 0.57% |
$4.91K - $5.71K
|
2.3K
$1.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12+ 4.88% |
$4.53K - $5.27K
|
258
$123K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 1.17% |
$4.53K - $5.27K
|
1.04K
$497K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$4.16K - $4.83K
|
11
$5.26K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
10+ 10.64% |
$3.78K - $4.4K
|
104
$49.8K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
9New |
$3.4K - $3.96K
|
9
$4.31K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
8+ 1.04% |
$3.02K - $3.52K
|
776
$371K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 0.22% |
$3.02K - $3.52K
|
3.6K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 2.26% |
$3.02K - $3.52K
|
362
$173K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 30.77% |
$3.02K - $3.52K
|
34
$16.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
7+ 9.33% |
$2.65K - $3.08K
|
82
$39.2K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
6+ 0.78% |
$2.27K - $2.64K
|
772
$369K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5+ 0.38% |
$1.89K - $2.2K
|
1.33K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 0.62% |
$1.89K - $2.2K
|
813
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$1.89K - $2.2K
|
5
$2.39K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5+ 0.03% |
$1.89K - $2.2K
|
17.9K
$8.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 9.52% |
$1.51K - $1.76K
|
46
$22K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.61% |
$1.51K - $1.76K
|
661
$316K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.48% |
$1.13K - $1.32K
|
631
$302K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.54% |
$1.13K - $1.32K
|
555
$266K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.37% |
$1.13K - $1.32K
|
822
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
2New |
$756 - $879
|
2
$957
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 2.5% |
$756 - $879
|
82
$39.2K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
2+ 1.38% |
$756 - $879
|
147
$70.4K
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1+ 0.0% |
$378 - $440
|
26.1K
$12.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 25.0% |
$378 - $440
|
5
$2.39K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$378 - $440
|
1
$479
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$378 - $440
|
1
$479
|