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 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-92- 13.49% |
$27.8K - $35.1K
|
590
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-95- 0.13% |
$28.7K - $36.2K
|
75.9K
$36.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-97- 11.31% |
$29.3K - $37K
|
761
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.27% |
$30.2K - $38.1K
|
2.96K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-103- 3.7% |
$31.1K - $39.3K
|
2.68K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-104- 0.05% |
$31.4K - $39.7K
|
192K
$92.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-107- 11.78% |
$32.3K - $40.8K
|
801
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-108- 0.74% |
$32.6K - $41.2K
|
14.4K
$6.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-109- 16.72% |
$32.9K - $41.6K
|
543
$260K
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-110- 0.28% |
$33.2K - $42K
|
38.5K
$18.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-110- 0.28% |
$33.2K - $42K
|
38.5K
$18.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-112- 0.63% |
$33.8K - $42.7K
|
17.6K
$8.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-116- 14.23% |
$35K - $44.3K
|
699
$335K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-117- 1.68% |
$35.3K - $44.6K
|
6.84K
$3.27M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-118- 8.8% |
$35.6K - $45K
|
1.22K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-122- 1.44% |
$36.8K - $46.5K
|
8.35K
$3.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-127- 64.14% |
$38.3K - $48.4K
|
71
$34K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-151- 1.72% |
$45.6K - $57.6K
|
8.63K
$4.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-158- 9.75% |
$47.7K - $60.3K
|
1.46K
$700K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-162- 11.19% |
$48.9K - $61.8K
|
1.29K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-165- 93.22% |
$49.8K - $62.9K
|
12
$5.74K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-166- 6.08% |
$50.1K - $63.3K
|
2.56K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-168- 3.99% |
$50.7K - $64.1K
|
4.04K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-175- 9.53% |
$52.8K - $66.8K
|
1.66K
$795K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-175- 2.15% |
$52.8K - $66.8K
|
7.97K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-178- 11.83% |
$53.7K - $67.9K
|
1.33K
$635K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-181- 11.02% |
$54.6K - $69K
|
1.46K
$699K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-181- 11.02% |
$54.6K - $69K
|
1.46K
$699K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-183- 12.77% |
$55.2K - $69.8K
|
1.25K
$598K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-185- 1.1% |
$55.8K - $70.6K
|
16.6K
$7.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-194- 0.11% |
$58.6K - $74K
|
174K
$83.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 3.39% |
$60.4K - $76.3K
|
5.69K
$2.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-202- 71.13% |
$61K - $77.1K
|
82
$39.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-206- 1.99% |
$62.2K - $78.6K
|
10.1K
$4.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-215- 1.28% |
$64.9K - $82K
|
16.6K
$7.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-220- 13.73% |
$66.4K - $83.9K
|
1.38K
$661K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-232- 4.81% |
$70K - $88.5K
|
4.6K
$2.2M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-233- 3.67% |
$70.3K - $88.9K
|
6.11K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-237- 3.36% |
$71.5K - $90.4K
|
6.82K
$3.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-244- 0.5% |
$73.6K - $93.1K
|
48.3K
$23.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-245- 13.63% |
$74K - $93.5K
|
1.55K
$743K
|
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-249- 4.57% |
$75.2K - $95K
|
5.21K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-251- 15.5% |
$75.8K - $95.7K
|
1.37K
$655K
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-260- 0.84% |
$78.5K - $99.2K
|
30.6K
$14.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-268- 1.98% |
$80.9K - $102K
|
13.3K
$6.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-298- 2.01% |
$89.9K - $114K
|
14.5K
$6.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-303- 9.46% |
$91.5K - $116K
|
2.9K
$1.39M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-315- 21.34% |
$95.1K - $120K
|
1.16K
$556K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-323- 3.66% |
$97.5K - $123K
|
8.51K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-326- 17.78% |
$98.4K - $124K
|
1.51K
$722K
|