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 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79+ 1.47% |
$31.4K - $38.8K
|
5.47K
$2.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
77+ 7.53% |
$30.6K - $37.8K
|
1.1K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
75+ 1.26% |
$29.8K - $36.8K
|
6.01K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
73+ 13.2% |
$29K - $35.8K
|
626
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
73+ 1.83% |
$29K - $35.8K
|
4.06K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
70+ 14.64% |
$27.8K - $34.4K
|
548
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 2.23% |
$25.8K - $31.9K
|
2.98K
$1.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
62+ 11.42% |
$24.6K - $30.4K
|
605
$286K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 103.33% |
$24.6K - $30.4K
|
122
$57.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
62+ 10.32% |
$24.6K - $30.4K
|
663
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
61+ 9.78% |
$24.2K - $30K
|
685
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
58+ 4.28% |
$23K - $28.5K
|
1.41K
$668K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
57New |
$22.6K - $28K
|
57
$27K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
57+ 2.92% |
$22.6K - $28K
|
2.01K
$950K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
57+ 0.38% |
$22.6K - $28K
|
15K
$7.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
55+ 0.17% |
$21.8K - $27K
|
33.1K
$15.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52+ 2.73% |
$20.6K - $25.5K
|
1.96K
$925K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
51+ 10.04% |
$20.2K - $25K
|
559
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51+ 6.52% |
$20.2K - $25K
|
833
$394K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
46+ 5.76% |
$18.3K - $22.6K
|
844
$399K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
46+ 13.53% |
$18.3K - $22.6K
|
386
$183K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
45+ 4.92% |
$17.9K - $22.1K
|
959
$454K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
40+ 1.74% |
$15.9K - $19.6K
|
2.34K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
39New |
$15.5K - $19.1K
|
39
$18.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
39+ 1.08% |
$15.5K - $19.1K
|
3.64K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
38New |
$15.1K - $18.7K
|
38
$18K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38+ 4.92% |
$15.1K - $18.7K
|
810
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
38+ 0.18% |
$15.1K - $18.7K
|
21.5K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 8.22% |
$14.3K - $17.7K
|
474
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
35+ 0.98% |
$13.9K - $17.2K
|
3.62K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35+ 10.61% |
$13.9K - $17.2K
|
365
$173K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
34New |
$13.5K - $16.7K
|
34
$16.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34+ 6.46% |
$13.5K - $16.7K
|
560
$265K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
33+ 0.16% |
$13.1K - $16.2K
|
21.2K
$10M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
32+ 76.19% |
$12.7K - $15.7K
|
74
$35K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
28+ 0.49% |
$11.1K - $13.7K
|
5.77K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
28New |
$11.1K - $13.7K
|
28
$13.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27+ 10.15% |
$10.7K - $13.3K
|
293
$139K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26New |
$10.3K - $12.8K
|
26
$12.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
25+ 2.5% |
$9.92K - $12.3K
|
1.02K
$484K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
21+ 10.77% |
$8.34K - $10.3K
|
216
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 23.53% |
$7.94K - $9.82K
|
105
$49.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 7.14% |
$7.94K - $9.82K
|
300
$142K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$7.94K - $9.82K
|
20
$9.46K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
19+ 1.96% |
$7.54K - $9.33K
|
989
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
18+ 0.42% |
$7.14K - $8.84K
|
4.26K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 20.73% |
$6.75K - $8.35K
|
99
$46.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
17+ 188.89% |
$6.75K - $8.35K
|
26
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
16+ 2.49% |
$6.35K - $7.86K
|
658
$311K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
16+ 2.82% |
$6.35K - $7.86K
|
583
$276K
|