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
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
15+ 0.65% |
$5.95K - $7.37K
|
2.31K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 140.0% |
$5.56K - $6.87K
|
24
$11.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
14New |
$5.56K - $6.87K
|
14
$6.62K
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
13+ 0.04% |
$5.16K - $6.38K
|
34.9K
$16.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$4.76K - $5.89K
|
12
$5.68K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$4.37K - $5.4K
|
11
$5.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
11New |
$4.37K - $5.4K
|
11
$5.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
11+ 0.0% |
$4.37K - $5.4K
|
231K
$109M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
11+ 0.19% |
$4.37K - $5.4K
|
5.74K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
10+ 0.32% |
$3.97K - $4.91K
|
3.18K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$3.97K - $4.91K
|
10
$4.73K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10New |
$3.97K - $4.91K
|
10
$4.73K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 2.14% |
$3.18K - $3.93K
|
381
$180K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 8.43% |
$2.78K - $3.44K
|
90
$42.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7New |
$2.78K - $3.44K
|
7
$3.31K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 140.0% |
$2.78K - $3.44K
|
12
$5.68K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6+ 0.3% |
$2.38K - $2.95K
|
2K
$944K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
6+ 0.06% |
$2.38K - $2.95K
|
9.32K
$4.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 1.13% |
$2.38K - $2.95K
|
539
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6+ 1.22% |
$2.38K - $2.95K
|
499
$236K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.27% |
$2.38K - $2.95K
|
2.21K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
6+ 1.03% |
$2.38K - $2.95K
|
587
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 24.0% |
$2.38K - $2.95K
|
31
$14.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5+ 0.03% |
$1.98K - $2.46K
|
17.9K
$8.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
5+ 0.92% |
$1.98K - $2.46K
|
550
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5+ 0.35% |
$1.98K - $2.46K
|
1.42K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5+ 0.73% |
$1.98K - $2.46K
|
693
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5+ 0.39% |
$1.98K - $2.46K
|
1.28K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.47% |
$1.98K - $2.46K
|
1.08K
$508K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 166.67% |
$1.98K - $2.46K
|
8
$3.78K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 5.88% |
$1.59K - $1.96K
|
72
$34.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4+ 0.43% |
$1.59K - $1.96K
|
942
$446K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.72% |
$1.59K - $1.96K
|
559
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4New |
$1.59K - $1.96K
|
4
$1.89K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$1.59K - $1.96K
|
4
$1.89K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 33.33% |
$1.19K - $1.47K
|
12
$5.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.55% |
$1.19K - $1.47K
|
544
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$794 - $982
|
2
$946
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2+ 0.24% |
$794 - $982
|
819
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
$794 - $982
|
2
$946
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2+ 0.55% |
$794 - $982
|
363
$172K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 8.33% |
$794 - $982
|
26
$12.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$794 - $982
|
1.02K
$482K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 8.33% |
$794 - $982
|
26
$12.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
1+ 0.09% |
$397 - $491
|
1.13K
$536K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$397 - $491
|
3
$1.42K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$397 - $491
|
739K
$350M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$397 - $491
|
1.83K
$864K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1+ 0.33% |
$397 - $491
|
301
$142K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.2% |
$397 - $491
|
503
$238K
|