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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 77.83% |
$504K - $624K
|
2.9K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 16.25% |
$496K - $614K
|
8.94K
$4.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$481K - $595K
|
1.21K
$580K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.2KNew |
$476K - $589K
|
1.2K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 11.74% |
$470K - $581K
|
11.3K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.17KNew |
$466K - $576K
|
1.17K
$561K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 3335.29% |
$450K - $557K
|
1.17K
$559K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.13K+ 23.39% |
$450K - $556K
|
5.98K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
1.12KNew |
$444K - $549K
|
1.12K
$535K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
1.11K+ 7.7% |
$439K - $544K
|
15.5K
$7.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$428K - $530K
|
1.08K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
1.07K+ 4.32% |
$426K - $527K
|
25.9K
$12.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.06KNew |
$421K - $521K
|
1.06K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.06K+ 11.96% |
$419K - $519K
|
9.89K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04K+ 1.92% |
$411K - $508K
|
55K
$26.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
987+ 117.08% |
$392K - $485K
|
1.83K
$876K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
960+ 1.93% |
$381K - $471K
|
50.6K
$24.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
956+ 197.52% |
$379K - $469K
|
1.44K
$689K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
953New |
$378K - $468K
|
953
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
940New |
$373K - $462K
|
940
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
920+ 77.44% |
$365K - $452K
|
2.11K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
917New |
$364K - $450K
|
917
$439K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
888+ 8.32% |
$352K - $436K
|
11.6K
$5.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
887New |
$352K - $436K
|
887
$425K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
864New |
$343K - $424K
|
864
$414K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
857+ 5.11% |
$340K - $421K
|
17.6K
$8.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
811New |
$322K - $398K
|
811
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
810+ 158.51% |
$322K - $398K
|
1.32K
$632K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
807New |
$320K - $396K
|
807
$386K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
802+ 5.31% |
$318K - $394K
|
15.9K
$7.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
798+ 21.28% |
$317K - $392K
|
4.55K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
797+ 29.62% |
$316K - $391K
|
3.49K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
792New |
$314K - $389K
|
792
$379K
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
774New |
$307K - $380K
|
774
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
754+ 9.49% |
$299K - $370K
|
8.7K
$4.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
743+ 30.29% |
$295K - $365K
|
3.2K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
717New |
$285K - $352K
|
717
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
690New |
$274K - $339K
|
690
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
685New |
$272K - $336K
|
685
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
672New |
$267K - $330K
|
672
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
667+ 1.26% |
$265K - $328K
|
53.7K
$25.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
665New |
$264K - $327K
|
665
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
663+ 770.93% |
$263K - $326K
|
749
$358K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
648+ 22.73% |
$257K - $318K
|
3.5K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
644+ 97.43% |
$256K - $316K
|
1.31K
$625K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
627New |
$249K - $308K
|
627
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
621New |
$246K - $305K
|
621
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
586+ 4.01% |
$233K - $288K
|
15.2K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
581New |
$231K - $285K
|
581
$278K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
565New |
$224K - $277K
|
565
$270K
|