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 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
139
New
$42K - $53K
139 $66.5K
Aug 09, 2023 Q2 2023
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
139
+ 5.1%
$42K - $53K
2.86K $1.37M
Aug 07, 2023 Q2 2023
J. W. Coons Advisors, LLC

BUY
 -
135
+ 5.21%
$40.7K - $51.5K
2.73K $1.3M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
134
+ 15.06%
$40.4K - $51.1K
1.02K $490K
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
131
+ 3.88%
$39.5K - $50K
3.51K $1.68M
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
131
+ 5.89%
$39.5K - $50K
2.36K $1.13M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
131
+ 13.83%
$39.5K - $50K
1.08K $516K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
127
+ 0.65%
$38.3K - $48.4K
19.7K $9.45M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
122
+ 4.8%
$36.8K - $46.5K
2.67K $1.28M
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
118
+ 536.36%
$35.6K - $45K
140 $67K
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
115
+ 4.77%
$34.7K - $43.9K
2.53K $1.21M
Aug 10, 2023 Q2 2023
Applied Capital Llc/Fl

Hollywood, FL
BUY
 -
112
+ 1.64%
$33.8K - $42.7K
6.94K $3.32M
Jul 07, 2023 Q2 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
106
New
$32K - $40.4K
106 $50.7K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
104
New
$31.4K - $39.7K
104 $49.8K
Aug 10, 2023 Q2 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
101
+ 4.55%
$30.5K - $38.5K
2.32K $1.11M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
94
+ 2.06%
$28.4K - $35.9K
4.67K $2.23M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
92
+ 22.38%
$27.8K - $35.1K
503 $241K
Jul 19, 2023 Q2 2023
Heartwood Wealth Advisors LLC

BUY
 -
89
+ 14.02%
$26.9K - $34K
724 $346K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
81
+ 2.5%
$24.4K - $30.9K
3.33K $1.59M
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
81
+ 3.77%
$24.4K - $30.9K
2.23K $1.07M
Jul 20, 2023 Q2 2023
Wendell David Associates Inc

BUY
 -
80
+ 0.24%
$24.1K - $30.5K
32.9K $15.8M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
80
New
$24.1K - $30.5K
80 $38.3K
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
80
+ 24.92%
$24.1K - $30.5K
401 $192K
Jul 27, 2023 Q2 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
78
+ 3.26%
$23.5K - $29.8K
2.47K $1.18M
Aug 01, 2023 Q2 2023
Cutter & CO Brokerage, Inc.

BUY
 -
73
+ 0.6%
$22K - $27.8K
12.3K $5.9M
Aug 04, 2023 Q2 2023
Saturna Capital Corp

Bellingham, WA
BUY
 -
70
+ 5.89%
$21.1K - $26.7K
1.26K $602K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
70
+ 4.69%
$21.1K - $26.7K
1.56K $749K
Jul 19, 2023 Q2 2023
Chicago Trust CO Na

BUY
 -
65
+ 1.93%
$19.6K - $24.8K
3.43K $1.64M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
63
+ 0.86%
$19K - $24K
7.36K $3.52M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
63
+ 19.81%
$19K - $24K
381 $182K
Jul 26, 2023 Q2 2023
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
59
+ 4.66%
$17.8K - $22.5K
1.33K $634K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
55
+ 2.43%
$16.6K - $21K
2.32K $1.11M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
55
+ 2.11%
$16.6K - $21K
2.66K $1.27M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
53
+ 6.9%
$16K - $20.2K
821 $393K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
51
+ 0.09%
$15.4K - $19.5K
55K $26.3M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
50
New
$15.1K - $19.1K
50 $23.9K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
49
+ 4.33%
$14.8K - $18.7K
1.18K $565K
Aug 01, 2023 Q2 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
48
+ 0.25%
$14.5K - $18.3K
19.5K $9.31M
Aug 14, 2023 Q2 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
47
+ 0.64%
$14.2K - $17.9K
7.43K $3.55M
Jul 17, 2023 Q2 2023
Centennial Wealth Advisory LLC

BUY
 -
45
+ 4.14%
$13.6K - $17.2K
1.13K $542K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
43
+ 8.35%
$13K - $16.4K
558 $267K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
43
New
$13K - $16.4K
43 $20.6K
Jul 27, 2023 Q2 2023
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
42
New
$12.7K - $16K
42 $20.1K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
41
+ 0.57%
$12.4K - $15.6K
7.19K $3.44M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
39
+ 1.78%
$11.8K - $14.9K
2.23K $1.07M
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
37
+ 33.64%
$11.2K - $14.1K
147 $70.4K
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
35
New
$10.6K - $13.4K
35 $16.8K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
32
+ 29.63%
$9.66K - $12.2K
140 $67K
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
31
+ 2.44%
$9.36K - $11.8K
1.3K $623K

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