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 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-23- 2.93% |
$9.13K - $11.3K
|
762
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 6.05% |
$9.92K - $12.3K
|
388
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-26- 1.8% |
$10.3K - $12.8K
|
1.42K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-26- 5.54% |
$10.3K - $12.8K
|
443
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-27- 32.93% |
$10.7K - $13.3K
|
55
$25.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-27- 2.94% |
$10.7K - $13.3K
|
892
$415K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-28- 2.17% |
$11.1K - $13.7K
|
1.26K
$587K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-29- 3.03% |
$11.5K - $14.2K
|
928
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-30- 1.1% |
$11.9K - $14.7K
|
2.69K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-32- 0.08% |
$12.7K - $15.7K
|
38.8K
$18M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-32- 3.44% |
$12.7K - $15.7K
|
899
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-35- 0.59% |
$13.9K - $17.2K
|
5.86K
$2.73M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-35- 97.22% |
$13.9K - $17.2K
|
1
$465
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-35- 2.22% |
$13.9K - $17.2K
|
1.54K
$717K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-35- 0.31% |
$13.9K - $17.2K
|
11.4K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-36- 47.37% |
$14.3K - $17.7K
|
40
$18.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-39- 1.34% |
$15.5K - $19.1K
|
2.86K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40- 3.04% |
$15.9K - $19.6K
|
1.27K
$592K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-40- 1.57% |
$15.9K - $19.6K
|
2.5K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-40- 6.07% |
$15.9K - $19.6K
|
619
$288K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-43- 1.73% |
$17.1K - $21.1K
|
2.45K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-44- 1.59% |
$17.5K - $21.6K
|
2.73K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-45- 7.26% |
$17.9K - $22.1K
|
575
$267K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-48- 0.45% |
$19.1K - $23.6K
|
10.7K
$4.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-49- 1.53% |
$19.4K - $24.1K
|
3.15K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-52- 14.36% |
$20.6K - $25.5K
|
310
$144K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-55- 10.05% |
$21.8K - $27K
|
492
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-56- 8.76% |
$22.2K - $27.5K
|
583
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-56- 50.45% |
$22.2K - $27.5K
|
55
$25.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-63- 2.48% |
$25K - $30.9K
|
2.48K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-68- 0.35% |
$27K - $33.4K
|
19.5K
$9.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-74- 0.67% |
$29.4K - $36.3K
|
10.9K
$5.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-74- 4.15% |
$29.4K - $36.3K
|
1.71K
$795K
|
|
|
Jul 22, 2024
Q2 2024
|
Grace & White Inc
|
SELL
|
- |
-75- 0.18% |
$29.8K - $36.8K
|
42.6K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-78- 6.03% |
$31K - $38.3K
|
1.22K
$565K
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-81- 1.06% |
$32.2K - $39.8K
|
7.57K
$3.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-84- 4.73% |
$33.3K - $41.2K
|
1.69K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-88- 1.28% |
$34.9K - $43.2K
|
6.81K
$3.17M
|
|
|
Nov 06, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-89- 0.04% |
$35.3K - $43.7K
|
236K
$110M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-90- 2.5% |
$35.7K - $44.2K
|
3.51K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-91- 0.32% |
$36.1K - $44.7K
|
28.1K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-95- 7.18% |
$37.7K - $46.6K
|
1.23K
$571K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-98- 0.29% |
$38.9K - $48.1K
|
33.8K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-102- 4.05% |
$40.5K - $50.1K
|
2.42K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-110- 0.97% |
$43.7K - $54K
|
11.3K
$5.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-112- 3.82% |
$44.5K - $55K
|
2.82K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-120- 4.17% |
$47.6K - $58.9K
|
2.76K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-121- 19.74% |
$48K - $59.4K
|
492
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-122- 0.94% |
$48.4K - $59.9K
|
12.8K
$5.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-129- 7.05% |
$51.2K - $63.3K
|
1.7K
$790K
|