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 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
5K+ 8.93% |
$1.98M - $2.46M
|
61K
$28.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
5K+ 0.88% |
$1.98M - $2.46M
|
571K
$266M
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
4.98K+ 56.59% |
$1.98M - $2.44M
|
13.8K
$6.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.93KNew |
$1.96M - $2.42M
|
4.93K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.74K+ 38.12% |
$1.88M - $2.33M
|
17.2K
$7.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
4.55KNew |
$1.81M - $2.24M
|
4.55K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
4.1K+ 6.71% |
$1.63M - $2.01M
|
65.2K
$30.3M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.02KNew |
$1.6M - $1.97M
|
4.02K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.99KNew |
$1.58M - $1.96M
|
3.99K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Fenimore Asset Management Inc
|
BUY
|
- |
3.84K+ 7.84% |
$1.52M - $1.88M
|
52.8K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.78K+ 2.13% |
$1.5M - $1.86M
|
181K
$84.3M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.24K+ 3.14% |
$1.28M - $1.59M
|
106K
$49.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.19KNew |
$1.27M - $1.57M
|
3.19K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.09KNew |
$1.23M - $1.52M
|
3.09K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.98KNew |
$1.18M - $1.47M
|
2.98K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.94K+ 158.19% |
$1.17M - $1.44M
|
4.79K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.81K+ 99.01% |
$1.12M - $1.38M
|
5.66K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.81K+ 15.44% |
$1.12M - $1.38M
|
21K
$9.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.79KNew |
$1.11M - $1.37M
|
2.79K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.72K+ 161.16% |
$1.08M - $1.34M
|
4.41K
$2.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.6K+ 16.27% |
$1.03M - $1.27M
|
18.5K
$8.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Fcf Advisors LLC
|
BUY
|
- |
2.59KNew |
$1.03M - $1.27M
|
2.59K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.57K+ 5.54% |
$1.02M - $1.26M
|
48.9K
$22.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.46K+ 6.6% |
$976K - $1.21M
|
39.7K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.46K+ 60.74% |
$974K - $1.21M
|
6.5K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.4K+ 400.0% |
$953K - $1.18M
|
3K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.3KNew |
$914K - $1.13M
|
2.3K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$913K - $1.13M
|
2.3K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.29KNew |
$909K - $1.12M
|
2.29K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.29KNew |
$908K - $1.12M
|
2.29K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.27KNew |
$900K - $1.11M
|
2.27K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.98KNew |
$784K - $970K
|
1.98K
$918K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.97K+ 312.22% |
$781K - $966K
|
2.6K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
1.89KNew |
$749K - $927K
|
1.89K
$877K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.85KNew |
$734K - $908K
|
1.85K
$860K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.74K+ 3.85% |
$690K - $853K
|
46.9K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.72K+ 196.36% |
$684K - $847K
|
2.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.7K+ 343.55% |
$676K - $837K
|
2.2K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.66KNew |
$658K - $814K
|
1.66K
$771K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.65K+ 8.63% |
$656K - $812K
|
20.8K
$9.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.64K+ 48.0% |
$652K - $807K
|
5.07K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
1.58KNew |
$625K - $773K
|
1.58K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.47KNew |
$583K - $722K
|
1.47K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.46KNew |
$580K - $718K
|
1.46K
$680K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.42KNew |
$563K - $697K
|
1.42K
$660K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42K+ 7.77% |
$562K - $696K
|
19.7K
$9.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.32K+ 6.24% |
$522K - $646K
|
22.4K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.31K+ 183.38% |
$521K - $645K
|
2.03K
$943K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.3KNew |
$518K - $640K
|
1.3K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.29K+ 4.77% |
$512K - $633K
|
28.3K
$13.2M
|