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 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.14% |
$397 - $491
|
89
$42.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$397 - $491
|
6
$2.84K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.16% |
$397 - $491
|
639
$302K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1- 0.16% |
$397 - $491
|
639
$302K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2- 0.42% |
$794 - $982
|
476
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 8.7% |
$1.59K - $1.96K
|
42
$19.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-4- 0.56% |
$1.59K - $1.96K
|
710
$336K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 80.0% |
$1.59K - $1.96K
|
1
$473
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 4.08% |
$1.59K - $1.96K
|
94
$44.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
SELL
|
- |
-5- 0.07% |
$1.98K - $2.46K
|
7.56K
$3.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.14% |
$1.98K - $2.46K
|
3.67K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5- 0.44% |
$1.98K - $2.46K
|
1.12K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-5- 0.27% |
$1.98K - $2.46K
|
1.86K
$878K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 19.23% |
$1.98K - $2.46K
|
21
$9.93K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5- 0.73% |
$1.98K - $2.46K
|
678
$321K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-6- 0.71% |
$2.38K - $2.95K
|
844
$399K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6- 31.58% |
$2.38K - $2.95K
|
13
$6.15K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 17.14% |
$2.38K - $2.95K
|
29
$13.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 18.18% |
$2.38K - $2.95K
|
27
$12.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-6- 85.71% |
$2.38K - $2.95K
|
1
$473
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 1.75% |
$2.38K - $2.95K
|
337
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 3.65% |
$2.78K - $3.44K
|
185
$87.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-8- 0.22% |
$3.18K - $3.93K
|
3.63K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 22.22% |
$3.18K - $3.93K
|
28
$13.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-9- 0.07% |
$3.57K - $4.42K
|
13.6K
$6.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9- 0.63% |
$3.57K - $4.42K
|
1.41K
$668K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 29.03% |
$3.57K - $4.42K
|
22
$10.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-9- 25.71% |
$3.57K - $4.42K
|
26
$12.3K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-10- 1.95% |
$3.97K - $4.91K
|
502
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10- 0.08% |
$3.97K - $4.91K
|
13.1K
$6.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-10- 22.22% |
$3.97K - $4.91K
|
35
$16.6K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11- 0.42% |
$4.37K - $5.4K
|
2.63K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-11- 10.28% |
$4.37K - $5.4K
|
96
$45.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-12- 0.26% |
$4.76K - $5.89K
|
4.56K
$2.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12- 0.86% |
$4.76K - $5.89K
|
1.38K
$651K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 0.42% |
$5.16K - $6.38K
|
3.08K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-13- 65.0% |
$5.16K - $6.38K
|
7
$3.31K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 4.09% |
$5.16K - $6.38K
|
305
$144K
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-14- 0.35% |
$5.56K - $6.87K
|
4.04K
$1.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.9% |
$5.95K - $7.37K
|
773
$366K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 0.92% |
$5.95K - $7.37K
|
1.61K
$762K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15- 1.21% |
$5.95K - $7.37K
|
1.22K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-16- 1.05% |
$6.35K - $7.86K
|
1.51K
$714K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-17- 2.8% |
$6.75K - $8.35K
|
590
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-17- 2.09% |
$6.75K - $8.35K
|
796
$377K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-18- 0.75% |
$7.14K - $8.84K
|
2.4K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-18- 0.56% |
$7.14K - $8.84K
|
3.22K
$1.52M
|