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 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
70+ 14.64% |
$27.8K - $34.4K
|
548
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 2.23% |
$25.8K - $31.9K
|
2.98K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 103.33% |
$24.6K - $30.4K
|
122
$61.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
62+ 10.32% |
$24.6K - $30.4K
|
663
$333K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
62+ 11.42% |
$24.6K - $30.4K
|
605
$304K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
61+ 9.78% |
$24.2K - $30K
|
685
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
58+ 4.28% |
$23K - $28.5K
|
1.41K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
57+ 0.38% |
$22.6K - $28K
|
15K
$7.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
57+ 2.92% |
$22.6K - $28K
|
2.01K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
57New |
$22.6K - $28K
|
57
$28.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
55+ 0.17% |
$21.8K - $27K
|
33.1K
$16.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52+ 2.73% |
$20.6K - $25.5K
|
1.96K
$982K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51+ 6.52% |
$20.2K - $25K
|
833
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
51+ 10.04% |
$20.2K - $25K
|
559
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
46+ 5.76% |
$18.3K - $22.6K
|
844
$424K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
46+ 13.53% |
$18.3K - $22.6K
|
386
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
45+ 4.92% |
$17.9K - $22.1K
|
959
$482K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 1.74% |
$15.9K - $19.6K
|
2.34K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
39+ 1.08% |
$15.5K - $19.1K
|
3.64K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
39New |
$15.5K - $19.1K
|
39
$19.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
38New |
$15.1K - $18.7K
|
38
$19.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38+ 4.92% |
$15.1K - $18.7K
|
810
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
38+ 0.18% |
$15.1K - $18.7K
|
21.5K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 8.22% |
$14.3K - $17.7K
|
474
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
35+ 0.98% |
$13.9K - $17.2K
|
3.62K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35+ 10.61% |
$13.9K - $17.2K
|
365
$183K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 6.46% |
$13.5K - $16.7K
|
560
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34New |
$13.5K - $16.7K
|
34
$17.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
33+ 0.16% |
$13.1K - $16.2K
|
21.2K
$10.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32+ 76.19% |
$12.7K - $15.7K
|
74
$37.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
28+ 0.49% |
$11.1K - $13.7K
|
5.77K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
28New |
$11.1K - $13.7K
|
28
$14.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27+ 10.15% |
$10.7K - $13.3K
|
293
$147K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26New |
$10.3K - $12.8K
|
26
$13.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
25+ 2.5% |
$9.92K - $12.3K
|
1.02K
$514K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
21+ 10.77% |
$8.34K - $10.3K
|
216
$109K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$7.94K - $9.82K
|
20
$10K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 23.53% |
$7.94K - $9.82K
|
105
$52.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 7.14% |
$7.94K - $9.82K
|
300
$151K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
19+ 1.96% |
$7.54K - $9.33K
|
989
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
18+ 0.42% |
$7.14K - $8.84K
|
4.26K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 20.73% |
$6.75K - $8.35K
|
99
$49.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17+ 188.89% |
$6.75K - $8.35K
|
26
$13.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 2.82% |
$6.35K - $7.86K
|
583
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16+ 2.49% |
$6.35K - $7.86K
|
658
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15+ 0.65% |
$5.95K - $7.37K
|
2.31K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
14New |
$5.56K - $6.87K
|
14
$7.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 140.0% |
$5.56K - $6.87K
|
24
$12.1K
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
13+ 0.04% |
$5.16K - $6.38K
|
34.9K
$17.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$4.76K - $5.89K
|
12
$6.03K
|