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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 5.26% |
$1.51K - $1.91K
|
90
$45.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5- 0.34% |
$1.51K - $1.91K
|
1.46K
$732K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6- 0.82% |
$1.81K - $2.29K
|
728
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6- 0.71% |
$1.81K - $2.29K
|
841
$422K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-7- 0.41% |
$2.11K - $2.67K
|
1.72K
$861K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8- 0.04% |
$2.41K - $3.05K
|
19.3K
$9.67M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 64.29% |
$2.72K - $3.43K
|
5
$2.51K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-9- 0.84% |
$2.72K - $3.43K
|
1.06K
$533K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12- 0.19% |
$3.62K - $4.58K
|
6.44K
$3.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-15- 0.87% |
$4.53K - $5.72K
|
1.72K
$862K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 40.0% |
$5.43K - $6.87K
|
27
$13.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-20- 4.52% |
$6.04K - $7.63K
|
422
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-20- 1.61% |
$6.04K - $7.63K
|
1.23K
$615K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-21- 0.32% |
$6.34K - $8.01K
|
6.6K
$3.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-21- 0.84% |
$6.34K - $8.01K
|
2.47K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23- 0.41% |
$6.94K - $8.77K
|
5.6K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-23- 3.17% |
$6.94K - $8.77K
|
703
$353K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 5.19% |
$7.24K - $9.16K
|
438
$220K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-25- 1.18% |
$7.55K - $9.54K
|
2.1K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-26- 1.31% |
$7.85K - $9.92K
|
1.95K
$980K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 2.8% |
$8.15K - $10.3K
|
939
$471K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-28- 2.79% |
$8.45K - $10.7K
|
975
$489K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-31- 0.78% |
$9.36K - $11.8K
|
3.93K
$1.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 6.03% |
$9.96K - $12.6K
|
514
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33- 1.06% |
$9.96K - $12.6K
|
3.08K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-34- 2.07% |
$10.3K - $13K
|
1.61K
$807K
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-35- 0.07% |
$10.6K - $13.4K
|
52.9K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 1.08% |
$10.6K - $13.4K
|
3.21K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 17.65% |
$11.8K - $14.9K
|
182
$91.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-42- 5.67% |
$12.7K - $16K
|
699
$351K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-44Closed |
$13.3K - $16.8K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-47- 0.28% |
$14.2K - $17.9K
|
16.7K
$8.39M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-47- 7.26% |
$14.2K - $17.9K
|
600
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-49- 2.9% |
$14.8K - $18.7K
|
1.64K
$822K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 36.23% |
$15.1K - $19.1K
|
88
$44.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-53- 3.27% |
$16K - $20.2K
|
1.57K
$786K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-54- 4.4% |
$16.3K - $20.6K
|
1.17K
$588K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-55- 0.52% |
$16.6K - $21K
|
10.6K
$5.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-56- 2.21% |
$16.9K - $21.4K
|
2.47K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-62- 33.51% |
$18.7K - $23.7K
|
123
$61.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-66- 1.33% |
$19.9K - $25.2K
|
4.9K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-75- 0.21% |
$22.6K - $28.6K
|
36.4K
$18.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 25.5% |
$22.9K - $29K
|
222
$111K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-77- 4.47% |
$23.2K - $29.4K
|
1.65K
$826K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-79- 8.62% |
$23.8K - $30.1K
|
837
$420K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-80- 11.25% |
$24.1K - $30.5K
|
631
$317K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-82- 10.38% |
$24.8K - $31.3K
|
708
$355K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-84- 3.06% |
$25.4K - $32K
|
2.66K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-85- 64.89% |
$25.7K - $32.4K
|
46
$23.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-89- 13.99% |
$26.9K - $34K
|
547
$274K
|