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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.05% |
$378 - $440
|
2.2K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 2.33% |
$378 - $440
|
44
$21.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.18% |
$378 - $440
|
86
$41.2K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$378 - $440
|
2
$957
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.05% |
$378 - $440
|
1.96K
$939K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$378 - $440
|
7
$3.35K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$378 - $440
|
8
$3.83K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1- 0.21% |
$378 - $440
|
478
$229K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 1.45% |
$378 - $440
|
68
$32.5K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.11% |
$378 - $440
|
914
$437K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-2- 0.08% |
$756 - $879
|
2.54K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2- 0.14% |
$756 - $879
|
1.42K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2- 5.26% |
$756 - $879
|
36
$17.2K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3- 0.32% |
$1.13K - $1.32K
|
931
$446K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3- 0.62% |
$1.13K - $1.32K
|
480
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.43% |
$1.13K - $1.32K
|
692
$331K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5- 0.62% |
$1.89K - $2.2K
|
798
$382K
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-6- 0.61% |
$2.27K - $2.64K
|
978
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6- 1.11% |
$2.27K - $2.64K
|
533
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-7- 63.64% |
$2.65K - $3.08K
|
4
$1.91K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.64% |
$3.02K - $3.52K
|
1.24K
$592K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 4.48% |
$3.4K - $3.96K
|
192
$91.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-9- 20.45% |
$3.4K - $3.96K
|
35
$16.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10- 0.97% |
$3.78K - $4.4K
|
1.03K
$491K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10- 0.5% |
$3.78K - $4.4K
|
1.99K
$952K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11- 0.44% |
$4.16K - $4.83K
|
2.49K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11- 2.29% |
$4.16K - $4.83K
|
469
$224K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 2.11% |
$4.53K - $5.27K
|
557
$267K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12- 0.49% |
$4.53K - $5.27K
|
2.45K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-12- 0.92% |
$4.53K - $5.27K
|
1.29K
$618K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 0.78% |
$4.91K - $5.71K
|
1.65K
$792K
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-14- 0.33% |
$5.29K - $6.15K
|
4.24K
$2.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
SELL
|
- |
-15- 1.1% |
$5.67K - $6.59K
|
1.35K
$646K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-15- 2.68% |
$5.67K - $6.59K
|
545
$261K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-16- 24.24% |
$6.05K - $7.03K
|
50
$23.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-18- 3.47% |
$6.8K - $7.91K
|
501
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-18- 0.35% |
$6.8K - $7.91K
|
5.09K
$2.44M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 3.95% |
$6.8K - $7.91K
|
438
$210K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 65.52% |
$7.18K - $8.35K
|
10
$4.79K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19- 0.65% |
$7.18K - $8.35K
|
2.9K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-19- 3.78% |
$7.18K - $8.35K
|
483
$231K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-20- 3.45% |
$7.56K - $8.79K
|
559
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23- 1.84% |
$8.69K - $10.1K
|
1.22K
$586K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-24- 4.2% |
$9.07K - $10.5K
|
547
$262K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-26- 0.11% |
$9.83K - $11.4K
|
22.9K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-26- 74.29% |
$9.83K - $11.4K
|
9
$4.31K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-26- 4.87% |
$9.83K - $11.4K
|
508
$243K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-31- 4.81% |
$11.7K - $13.6K
|
613
$293K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-33- 2.05% |
$12.5K - $14.5K
|
1.58K
$755K
|