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 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-33- 2.05% |
$12.5K - $14.5K
|
1.58K
$734K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 8.35% |
$12.8K - $14.9K
|
373
$173K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-34- 3.05% |
$12.8K - $14.9K
|
1.08K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-35- 3.02% |
$13.2K - $15.4K
|
1.12K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-38- 5.37% |
$14.4K - $16.7K
|
669
$311K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-38- 2.59% |
$14.4K - $16.7K
|
1.43K
$665K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-40- 5.72% |
$15.1K - $17.6K
|
659
$306K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-40- 6.44% |
$15.1K - $17.6K
|
581
$270K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-43- 4.15% |
$16.3K - $18.9K
|
992
$461K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43- 0.33% |
$16.3K - $18.9K
|
13.2K
$6.13M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-45- 0.96% |
$17K - $19.8K
|
4.63K
$2.15M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-45- 1.68% |
$17K - $19.8K
|
2.64K
$1.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-49- 1.73% |
$18.5K - $21.5K
|
2.79K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-49- 2.57% |
$18.5K - $21.5K
|
1.86K
$863K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-50- 0.74% |
$18.9K - $22K
|
6.71K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-50- 1.94% |
$18.9K - $22K
|
2.52K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-51- 0.26% |
$19.3K - $22.4K
|
19.6K
$9.13M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-51- 9.86% |
$19.3K - $22.4K
|
466
$217K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-53- 0.28% |
$20K - $23.3K
|
18.7K
$8.71M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 67.95% |
$20K - $23.3K
|
25
$11.6K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-55- 9.05% |
$20.8K - $24.2K
|
553
$257K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-60- 4.48% |
$22.7K - $26.4K
|
1.28K
$594K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-63- 3.95% |
$23.8K - $27.7K
|
1.53K
$713K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-63- 2.1% |
$23.8K - $27.7K
|
2.93K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-64- 5.57% |
$24.2K - $28.1K
|
1.09K
$505K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64- 2.24% |
$24.2K - $28.1K
|
2.8K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-65- 1.78% |
$24.6K - $28.6K
|
3.59K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-71- 1.07% |
$26.8K - $31.2K
|
6.54K
$3.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-73- 3.58% |
$27.6K - $32.1K
|
1.97K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-75- 3.46% |
$28.3K - $33K
|
2.09K
$972K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-78- 12.77% |
$29.5K - $34.3K
|
533
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-82- 5.58% |
$31K - $36K
|
1.39K
$645K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-88- 20.42% |
$33.3K - $38.7K
|
343
$159K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-89- 22.88% |
$33.6K - $39.1K
|
300
$139K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-90- 1.15% |
$34K - $39.6K
|
7.71K
$3.59M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-94- 0.48% |
$35.5K - $41.3K
|
19.5K
$9.09M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-95- 0.75% |
$35.9K - $41.8K
|
12.6K
$5.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-98- 37.55% |
$37K - $43.1K
|
163
$75.8K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-99- 0.68% |
$37.4K - $43.5K
|
14.4K
$6.68M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-105- 1.02% |
$39.7K - $46.1K
|
10.2K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-108- 0.54% |
$40.8K - $47.5K
|
19.8K
$9.19M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-117- 4.95% |
$44.2K - $51.4K
|
2.25K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-117- 12.16% |
$44.2K - $51.4K
|
845
$393K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-119- 0.26% |
$45K - $52.3K
|
45.9K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-119- 22.12% |
$45K - $52.3K
|
419
$195K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-129- 13.92% |
$48.8K - $56.7K
|
798
$371K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-131- 20.03% |
$49.5K - $57.6K
|
523
$243K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-133- 0.59% |
$50.3K - $58.5K
|
22.6K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-138- 11.42% |
$52.2K - $60.7K
|
1.07K
$497K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-148- 7.5% |
$55.9K - $65K
|
1.83K
$849K
|