Purchases and Sales Made in Q2 2023 in Watsco Inc (WSO)

WSO Quotes by TradingView

This table provides information about the institutional ownership of Watsco Inc (WSO) during Q2 2023. 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
Aug 14, 2023 Q2 2023
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
2.5K
New
$755K - $954K
2.5K $1.16M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
2.47K
+ 6.08%
$745K - $941K
43K $20M
Aug 04, 2023 Q2 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
2.47K
New
$745K - $941K
2.47K $1.15M
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
2.2K
+ 2.23%
$665K - $841K
101K $46.9M
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
2.16K
+ 15.83%
$652K - $824K
15.8K $7.35M
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
BUY
 -
2.15K
New
$648K - $819K
2.15K $999K
Jul 31, 2023 Q2 2023
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
2.11K
New
$638K - $806K
2.11K $983K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
2.09K
+ 1.53%
$629K - $795K
139K $64.5M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.06K
+ 1.33%
$623K - $787K
157K $73M
Jul 31, 2023 Q2 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
2K
New
$604K - $763K
2K $930K
Aug 11, 2023 Q2 2023
Pine Bridge Investments, L.P.

BUY
 -
1.98K
+ 407.42%
$596K - $754K
2.46K $1.14M
Jul 25, 2023 Q2 2023
Shaker Investments LLC

BUY
 -
1.97K
New
$595K - $752K
1.97K $917K
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
1.91K
New
$576K - $728K
1.91K $888K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
1.88K
New
$568K - $718K
1.88K $874K
Feb 15, 2024 Q2 2023
Kbc Group Nv

BUY
 -
1.74K
+ 69.78%
$526K - $665K
4.24K $1.97M
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
1.74K
New
$524K - $663K
1.74K $808K
Jul 12, 2023 Q2 2023
Birch Capital Management, LLC

BUY
 -
1.66K
+ 84.12%
$500K - $632K
3.63K $1.69M
Aug 07, 2023 Q2 2023
Acadian Asset Management LLC

Boston, MA
BUY
 -
1.65K
+ 1374.17%
$498K - $629K
1.77K $822K
Aug 14, 2023 Q2 2023
Nebula Research & Development LLC

New York, NY
BUY
 -
1.64K
New
$496K - $627K
1.64K $764K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.58K
+ 11.06%
$475K - $601K
15.8K $7.35M
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
1.48K
+ 173.94%
$447K - $565K
2.33K $1.09M
Jul 28, 2023 Q2 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
1.47K
New
$444K - $561K
1.47K $683K
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
1.45K
+ 177.08%
$436K - $551K
2.26K $1.05M
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
1.42K
+ 18.28%
$428K - $541K
9.18K $4.27M
Aug 14, 2023 Q2 2023
Winton Group LTD

London, X0
BUY
 -
1.37K
New
$414K - $523K
1.37K $637K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
1.33K
+ 199.7%
$403K - $509K
2K $931K
Jul 24, 2023 Q2 2023
Robeco Institutional Asset Management B.V.

BUY
 -
1.31K
New
$396K - $501K
1.31K $610K
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
1.31K
New
$396K - $500K
1.31K $609K
Aug 14, 2023 Q2 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.28K
New
$386K - $488K
1.28K $595K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
1.25K
+ 4306.9%
$377K - $476K
1.28K $594K
Jul 26, 2023 Q2 2023
Baskin Financial Services Inc.

BUY
 -
1.23K
+ 2.05%
$371K - $469K
61.1K $28.4M
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
1.23K
New
$371K - $469K
1.23K $571K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
1.22K
+ 3.61%
$367K - $464K
34.9K $16.2M
Aug 14, 2023 Q2 2023
Ensign Peak Advisors, Inc

Salt Lake City, UT
BUY
 -
1.19K
+ 12.49%
$358K - $452K
10.7K $4.96M
Aug 09, 2023 Q2 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
1.17K
+ 7.84%
$354K - $448K
16.2K $7.51M
Aug 07, 2023 Q2 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
1.15K
New
$346K - $437K
1.15K $532K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.13K
+ 45.44%
$340K - $430K
3.6K $1.68M
Aug 11, 2023 Q2 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
1.12K
+ 16.84%
$337K - $426K
7.76K $3.61M
Jul 12, 2023 Q2 2023
Bath Savings Trust CO

BUY
 -
1.08K
+ 2.74%
$325K - $411K
40.4K $18.8M
Nov 06, 2023 Q2 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
1.07K
+ 7.33%
$322K - $407K
15.6K $7.27M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.04K
+ 0.26%
$314K - $397K
400K $186M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.04K
+ 21.93%
$314K - $397K
5.78K $2.69M
Aug 14, 2023 Q2 2023
Cibc Asset Management Inc

Toronto, A6
BUY
 -
1.03K
+ 88.02%
$311K - $393K
2.2K $1.02M
Aug 09, 2023 Q2 2023
Eagle Asset Management Inc

St Petersburg, FL
BUY
 -
1.03K
+ 9.04%
$310K - $392K
12.4K $5.76M
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
1.03K
New
$310K - $392K
1.03K $477K
Aug 08, 2023 Q2 2023
Bnp Paribas Asset Management Holding S.A.

BUY
 -
1.01K
New
$304K - $384K
1.01K $468K
Jul 12, 2023 Q2 2023
Tompkins Financial Corp

BUY
 -
1K
New
$302K - $381K
1K $465K
Jul 18, 2023 Q2 2023
Louisiana State Employees Retirement System

BUY
 -
1K
+ 11.36%
$302K - $381K
9.8K $4.56M
Aug 02, 2023 Q2 2023
Autumn Glory Partners, LLC

BUY
 -
975
New
$294K - $372K
975 $453K

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