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
|
Jones Financial Companies Lllp
|
BUY
|
- |
238+ 181.68% |
$94.5K - $117K
|
369
$177K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
236+ 2.91% |
$93.7K - $116K
|
8.35K
$4M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
234New |
$92.9K - $115K
|
234
$112K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
210New |
$83.4K - $103K
|
210
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
200+ 39.92% |
$79.4K - $98.2K
|
701
$335K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 9.09% |
$79.4K - $98.2K
|
2.4K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
200+ 2.76% |
$79.4K - $98.2K
|
7.45K
$3.56M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
191+ 2.24% |
$75.8K - $93.8K
|
8.71K
$4.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
185+ 22.59% |
$73.4K - $90.8K
|
1K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
179+ 11.68% |
$71K - $87.9K
|
1.71K
$819K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
179+ 3.85% |
$71K - $87.9K
|
4.83K
$2.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
176+ 2.54% |
$69.9K - $86.4K
|
7.1K
$3.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
173+ 20.47% |
$68.7K - $84.9K
|
1.02K
$487K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
169+ 2.42% |
$67.1K - $83K
|
7.15K
$3.42M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
157+ 0.45% |
$62.3K - $77.1K
|
35.3K
$16.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
153+ 1.66% |
$60.7K - $75.1K
|
9.38K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
147+ 28.27% |
$58.3K - $72.2K
|
667
$319K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
146+ 1.11% |
$58K - $71.7K
|
13.4K
$6.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
145+ 16.44% |
$57.6K - $71.2K
|
1.03K
$492K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
138+ 4.73% |
$54.8K - $67.8K
|
3.06K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
135+ 1350.0% |
$53.6K - $66.3K
|
145
$69.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
132New |
$52.4K - $64.8K
|
132
$63.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
131+ 24.58% |
$52K - $64.3K
|
664
$318K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
122+ 6.77% |
$48.4K - $59.9K
|
1.93K
$921K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
120+ 5.86% |
$47.6K - $58.9K
|
2.17K
$1.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
112+ 3.57% |
$44.5K - $55K
|
3.25K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
111+ 127.59% |
$44.1K - $54.5K
|
198
$94.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
109+ 1.41% |
$43.3K - $53.5K
|
7.82K
$3.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
104+ 0.87% |
$41.3K - $51.1K
|
12K
$5.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103+ 12.53% |
$40.9K - $50.6K
|
925
$443K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
102+ 86.44% |
$40.5K - $50.1K
|
220
$105K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
101+ 19.8% |
$40.1K - $49.6K
|
611
$292K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
100+ 38.76% |
$39.7K - $49.1K
|
358
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
100New |
$39.7K - $49.1K
|
100
$47.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.11% |
$39.7K - $49.1K
|
9.1K
$4.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
98+ 8.2% |
$38.9K - $48.1K
|
1.29K
$619K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
98+ 17.59% |
$38.9K - $48.1K
|
655
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
97+ 1.7% |
$38.5K - $47.6K
|
5.81K
$2.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
93+ 1.8% |
$36.9K - $45.7K
|
5.25K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
93+ 4.48% |
$36.9K - $45.7K
|
2.17K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
85+ 1.23% |
$33.7K - $41.7K
|
6.99K
$3.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
84+ 4.47% |
$33.3K - $41.2K
|
1.96K
$939K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
82+ 8.93% |
$32.5K - $40.3K
|
1K
$479K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81+ 12.9% |
$32.2K - $39.8K
|
709
$339K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
80+ 2.36% |
$31.8K - $39.3K
|
3.48K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79+ 1.47% |
$31.4K - $38.8K
|
5.47K
$2.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
77+ 7.53% |
$30.6K - $37.8K
|
1.1K
$526K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
75+ 1.26% |
$29.8K - $36.8K
|
6.01K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
73+ 1.83% |
$29K - $35.8K
|
4.06K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
73+ 13.2% |
$29K - $35.8K
|
626
$300K
|