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 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
36New |
$13.6K - $15.8K
|
36
$17K
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
34+ 0.16% |
$12.8K - $14.9K
|
21.2K
$10M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33+ 0.42% |
$12.5K - $14.5K
|
7.95K
$3.76M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
33New |
$12.5K - $14.5K
|
33
$15.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
32+ 0.9% |
$12.1K - $14.1K
|
3.6K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32+ 5.95% |
$12.1K - $14.1K
|
570
$270K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
30+ 52.63% |
$11.3K - $13.2K
|
87
$41.2K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
29+ 100.0% |
$11K - $12.7K
|
58
$27.4K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
26+ 45.61% |
$9.83K - $11.4K
|
83
$39.3K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26+ 2.02% |
$9.83K - $11.4K
|
1.31K
$622K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
24New |
$9.07K - $10.5K
|
24
$11.4K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
24+ 4.12% |
$9.07K - $10.5K
|
607
$287K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
24+ 0.41% |
$9.07K - $10.5K
|
5.9K
$2.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
24+ 0.32% |
$9.07K - $10.5K
|
7.56K
$3.58M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
21+ 3.39% |
$7.94K - $9.23K
|
640
$303K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21+ 1.58% |
$7.94K - $9.23K
|
1.35K
$640K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
20New |
$7.56K - $8.79K
|
20
$9.46K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 27.54% |
$7.18K - $8.35K
|
88
$41.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18+ 1.8% |
$6.8K - $7.91K
|
1.02K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$6.8K - $7.91K
|
18
$8.51K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 1.85% |
$6.42K - $7.47K
|
934
$442K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
16New |
$6.05K - $7.03K
|
16
$7.57K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$5.67K - $6.59K
|
3.2K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
15New |
$5.67K - $6.59K
|
15
$7.1K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
15+ 6.52% |
$5.67K - $6.59K
|
245
$116K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
15+ 1.08% |
$5.67K - $6.59K
|
1.41K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
14+ 1.69% |
$5.29K - $6.15K
|
843
$399K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 30.43% |
$5.29K - $6.15K
|
60
$28.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
13New |
$4.91K - $5.71K
|
13
$6.15K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
13+ 0.57% |
$4.91K - $5.71K
|
2.3K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 1.17% |
$4.53K - $5.27K
|
1.04K
$491K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12+ 4.88% |
$4.53K - $5.27K
|
258
$122K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$4.16K - $4.83K
|
11
$5.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
10+ 10.64% |
$3.78K - $4.4K
|
104
$49.2K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
9New |
$3.4K - $3.96K
|
9
$4.26K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 0.22% |
$3.02K - $3.52K
|
3.6K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 2.26% |
$3.02K - $3.52K
|
362
$171K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
8+ 1.04% |
$3.02K - $3.52K
|
776
$367K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 30.77% |
$3.02K - $3.52K
|
34
$16.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
7+ 9.33% |
$2.65K - $3.08K
|
82
$38.8K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
6+ 0.78% |
$2.27K - $2.64K
|
772
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5+ 0.03% |
$1.89K - $2.2K
|
17.9K
$8.44M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5+ 0.62% |
$1.89K - $2.2K
|
813
$385K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$1.89K - $2.2K
|
5
$2.37K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5+ 0.38% |
$1.89K - $2.2K
|
1.33K
$629K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 9.52% |
$1.51K - $1.76K
|
46
$21.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.61% |
$1.51K - $1.76K
|
661
$313K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.48% |
$1.13K - $1.32K
|
631
$298K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.37% |
$1.13K - $1.32K
|
822
$389K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.54% |
$1.13K - $1.32K
|
555
$263K
|