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
Xtx Topco LTD

London, X0
BUY
 -
516
+ 28.79%
$156K - $197K
2.31K $1.1M
Jul 27, 2023 Q2 2023
New York State Teachers Retirement System

BUY
 -
500
+ 1.23%
$151K - $191K
41.3K $19.8M
Aug 04, 2023 Q2 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
461
+ 18.2%
$139K - $176K
2.99K $1.43M
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
453
New
$137K - $173K
453 $217K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
449
+ 7.58%
$136K - $171K
6.37K $3.05M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
426
+ 11.89%
$129K - $163K
4.01K $1.92M
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
420
+ 31.65%
$127K - $160K
1.75K $836K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
412
+ 9.24%
$124K - $157K
4.87K $2.33M
Jul 28, 2023 Q2 2023
Conestoga Capital Advisors, LLC

BUY
 -
405
+ 0.52%
$122K - $154K
77.9K $37.3M
Aug 03, 2023 Q2 2023
Van Eck Associates Corp

BUY
 -
404
+ 8.44%
$122K - $154K
5.19K $2.49M
Aug 11, 2023 Q2 2023
Ossiam

Paris, I0
BUY
 -
366
+ 135.06%
$110K - $140K
637 $305K
Aug 11, 2023 Q2 2023
Rafferty Asset Management, LLC

New York, NY
BUY
 -
364
+ 5.21%
$110K - $139K
7.35K $3.52M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
358
+ 2.69%
$108K - $137K
13.7K $6.54M
Aug 11, 2023 Q2 2023
Ostrum Asset Management

Paris, I0
BUY
 -
334
New
$101K - $127K
334 $160K
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
331
+ 20.71%
$99.9K - $126K
1.93K $923K
Aug 03, 2023 Q2 2023
Bank Of Nova Scotia

BUY
 -
327
+ 22.82%
$98.7K - $125K
1.76K $842K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
311
+ 2.37%
$93.9K - $119K
13.5K $6.44M
Aug 11, 2023 Q2 2023
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
310
+ 2.09%
$93.6K - $118K
15.1K $7.23M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
305
+ 8.21%
$92.1K - $116K
4.02K $1.92M
Apr 05, 2024 Q2 2023
E. Ohman J:Or Asset Management Ab

Stockholm, V7
BUY
 -
300
+ 23.08%
$90.6K - $114K
1.6K $766K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
296
+ 12.08%
$89.3K - $113K
2.75K $1.31M
Aug 14, 2023 Q2 2023
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
289
+ 6.69%
$87.2K - $110K
4.61K $2.21M
Aug 09, 2023 Q2 2023
Times Square Capital Management, LLC

BUY
 -
285
+ 0.23%
$86K - $109K
126K $60.1M
Aug 11, 2023 Q2 2023
Alerus Financial Na

Grand Forks, ND
BUY
 -
270
+ 2.8%
$81.5K - $103K
9.91K $4.74M
Jul 26, 2023 Q2 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
269
+ 4.92%
$81.2K - $103K
5.73K $2.74M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
260
+ 10.4%
$78.5K - $99.2K
2.76K $1.32M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
249
+ 3.25%
$75.2K - $95K
7.91K $3.79M
Aug 14, 2023 Q2 2023
Nuveen Asset Management, LLC

Chicago, IL
BUY
 -
240
+ 0.27%
$72.4K - $91.6K
89.6K $42.9M
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
215
+ 16.89%
$64.9K - $82K
1.49K $712K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
209
+ 7.43%
$63.1K - $79.7K
3.02K $1.45M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
209
+ 92.07%
$63.1K - $79.7K
436 $209K
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
200
+ 11.07%
$60.4K - $76.3K
2.01K $960K
Aug 14, 2023 Q2 2023
Uni Super Management Pty LTD

Melbourne, Victoria, C3
BUY
 -
200
New
$60.4K - $76.3K
200 $95.7K
Aug 14, 2023 Q2 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
200
+ 19.69%
$60.4K - $76.3K
1.22K $582K
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
197
+ 2.76%
$59.5K - $75.1K
7.33K $3.51M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
193
+ 2.13%
$58.3K - $73.6K
9.25K $4.42M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
190
+ 126.67%
$57.3K - $72.5K
340 $163K
Jul 27, 2023 Q2 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
173
+ 20.26%
$52.2K - $66K
1.03K $492K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
171
+ 0.66%
$51.6K - $65.2K
26.3K $12.6M
Aug 10, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
170
+ 4.83%
$51.3K - $64.8K
3.69K $1.77M
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
169
+ 79.72%
$51K - $64.5K
381 $182K
Aug 09, 2023 Q2 2023
Burney CO

Reston, VA
BUY
 -
167
+ 5.35%
$50.4K - $63.7K
3.29K $1.57M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
163
+ 142.98%
$49.2K - $62.2K
277 $133K
Aug 14, 2023 Q2 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
160
New
$48.3K - $61K
160 $76.6K
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
158
+ 1.85%
$47.7K - $60.3K
8.7K $4.16M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
150
New
$45.3K - $57.2K
150 $71.8K
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
145
+ 5.55%
$43.8K - $55.3K
2.76K $1.32M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
142
+ 2.94%
$42.9K - $54.2K
4.97K $2.38M
Oct 18, 2024 Q2 2023
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
139
+ 5.1%
$42K - $53K
2.86K $1.37M

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