Purchases and Sales Made in Q2 2023 in Watsco Inc (WSO)
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 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31+ 2.44% |
$9.36K - $11.8K
|
1.3K
$605K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
30New |
$9.06K - $11.4K
|
30
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
29+ 4.36% |
$8.75K - $11.1K
|
694
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
29+ 0.89% |
$8.75K - $11.1K
|
3.3K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27+ 69.23% |
$8.15K - $10.3K
|
66
$30.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26New |
$7.85K - $9.92K
|
26
$12.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.34% |
$7.85K - $9.92K
|
7.68K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
22+ 4.82% |
$6.64K - $8.39K
|
478
$222K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21New |
$6.34K - $8.01K
|
21
$9.76K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 5.76% |
$6.04K - $7.63K
|
367
$171K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 7.57% |
$5.73K - $7.25K
|
270
$126K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 7.57% |
$5.73K - $7.25K
|
270
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18+ 31.03% |
$5.43K - $6.87K
|
76
$35.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
18+ 4.2% |
$5.43K - $6.87K
|
447
$208K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18+ 26.87% |
$5.43K - $6.87K
|
85
$39.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 12.33% |
$5.43K - $6.87K
|
164
$76.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
17+ 11.33% |
$5.13K - $6.48K
|
167
$77.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 228.57% |
$4.83K - $6.1K
|
23
$10.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 0.82% |
$4.53K - $5.72K
|
1.85K
$859K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14+ 0.25% |
$4.23K - $5.34K
|
5.69K
$2.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 70.59% |
$3.62K - $4.58K
|
29
$13.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 275.0% |
$3.32K - $4.2K
|
15
$6.97K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
11+ 12.64% |
$3.32K - $4.2K
|
98
$45.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
11New |
$3.32K - $4.2K
|
11
$5.11K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$3.02K - $3.81K
|
10
$4.65K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9New |
$2.72K - $3.43K
|
9
$4.18K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9New |
$2.72K - $3.43K
|
9
$4.18K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9+ 1.19% |
$2.72K - $3.43K
|
765
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
9+ 1.16% |
$2.72K - $3.43K
|
786
$365K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
8+ 0.89% |
$2.41K - $3.05K
|
908
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
7New |
$2.11K - $2.67K
|
7
$3.25K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7+ 0.99% |
$2.11K - $2.67K
|
711
$331K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.69% |
$1.81K - $2.29K
|
874
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6+ 3.24% |
$1.81K - $2.29K
|
191
$88.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 16.67% |
$1.81K - $2.29K
|
42
$19.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6New |
$1.81K - $2.29K
|
6
$2.79K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
5+ 0.04% |
$1.51K - $1.91K
|
12.1K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.73% |
$1.21K - $1.53K
|
555
$258K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
4+ 0.52% |
$1.21K - $1.53K
|
772
$359K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$604 - $763
|
969
$450K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 3.57% |
$604 - $763
|
58
$27K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$302 - $381
|
2.13K
$989K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.03% |
$302 - $381
|
3.6K
$1.67M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 3.7% |
$302 - $381
|
28
$13K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$302 - $381
|
5
$2.32K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1- 0.99% |
$302 - $381
|
100
$46.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 20.0% |
$604 - $763
|
8
$3.72K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3- 0.25% |
$906 - $1.14K
|
1.17K
$546K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4- 6.78% |
$1.21K - $1.53K
|
55
$25.6K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4- 0.68% |
$1.21K - $1.53K
|
583
$271K
|