Purchases and Sales Made in Q2 2024 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-110- 0.97% |
$43.7K - $54K
|
11.3K
$5.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-112- 3.82% |
$44.5K - $55K
|
2.82K
$1.33M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-117- 15.73% |
$46.4K - $57.4K
|
627
$297K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-120- 4.17% |
$47.6K - $58.9K
|
2.76K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-121- 19.74% |
$48K - $59.4K
|
492
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-122- 0.94% |
$48.4K - $59.9K
|
12.8K
$6.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-129- 7.05% |
$51.2K - $63.3K
|
1.7K
$804K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-129- 11.92% |
$51.2K - $63.3K
|
953
$451K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-130- 0.77% |
$51.6K - $63.8K
|
16.7K
$7.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-131- 3.46% |
$52K - $64.3K
|
3.65K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-141- 4.32% |
$56K - $69.2K
|
3.13K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-148- 25.47% |
$58.7K - $72.7K
|
433
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-149- 73.76% |
$59.1K - $73.2K
|
53
$25.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-152- 14.49% |
$60.3K - $74.6K
|
897
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-156- 10.91% |
$61.9K - $76.6K
|
1.27K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-166- 0.72% |
$65.9K - $81.5K
|
22.9K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-170- 1.73% |
$67.5K - $83.5K
|
9.67K
$4.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-170- 0.75% |
$67.5K - $83.5K
|
22.5K
$10.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-173- 22.7% |
$68.7K - $84.9K
|
589
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-175- 3.5% |
$69.5K - $85.9K
|
4.82K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-179- 0.48% |
$71K - $87.9K
|
36.9K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-181- 27.06% |
$71.8K - $88.9K
|
488
$231K
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-183- 18.71% |
$72.6K - $89.9K
|
795
$376K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-190- 4.93% |
$75.4K - $93.3K
|
3.66K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-190- 11.67% |
$75.4K - $93.3K
|
1.44K
$680K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-190- 76.61% |
$75.4K - $93.3K
|
58
$27.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-196- 0.88% |
$77.8K - $96.2K
|
22.1K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-201- 23.34% |
$79.8K - $98.7K
|
660
$312K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-217- 4.85% |
$86.1K - $107K
|
4.25K
$2.01M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-222- 7.94% |
$88.1K - $109K
|
2.57K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-229- 5.77% |
$90.9K - $112K
|
3.74K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-239- 19.53% |
$94.9K - $117K
|
985
$466K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-248- 11.04% |
$98.4K - $122K
|
2K
$946K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-248- 3.79% |
$98.4K - $122K
|
6.3K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-258- 5.57% |
$102K - $127K
|
4.37K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-260- 10.07% |
$103K - $128K
|
2.32K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-262- 32.35% |
$104K - $129K
|
548
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-263- 31.88% |
$104K - $129K
|
562
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
SELL
|
- |
-263- 16.77% |
$104K - $129K
|
1.31K
$617K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-267- 18.61% |
$106K - $131K
|
1.17K
$552K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-270- 27.22% |
$107K - $133K
|
722
$342K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-277- 16.75% |
$110K - $136K
|
1.38K
$651K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-277- 0.3% |
$110K - $136K
|
90.6K
$42.8M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-280- 25.74% |
$111K - $137K
|
808
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-286- 9.07% |
$114K - $140K
|
2.87K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-310- 25.04% |
$123K - $152K
|
928
$439K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-310- 0.4% |
$123K - $152K
|
76.8K
$36.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-310- 1.66% |
$123K - $152K
|
18.3K
$8.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-313- 6.68% |
$124K - $154K
|
4.37K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-322- 8.27% |
$128K - $158K
|
3.57K
$1.69M
|