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 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-19- 31.67% |
$7.54K - $9.33K
|
41
$19.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-19- 0.32% |
$7.54K - $9.33K
|
5.92K
$2.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-20- 8.16% |
$7.94K - $9.82K
|
225
$106K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 19.23% |
$7.94K - $9.82K
|
84
$39.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 2.95% |
$9.13K - $11.3K
|
756
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-23- 0.34% |
$9.13K - $11.3K
|
6.69K
$3.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-23- 2.93% |
$9.13K - $11.3K
|
762
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-25- 6.05% |
$9.92K - $12.3K
|
388
$184K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-26- 1.8% |
$10.3K - $12.8K
|
1.42K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-26- 5.54% |
$10.3K - $12.8K
|
443
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-27- 2.94% |
$10.7K - $13.3K
|
892
$422K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-27- 32.93% |
$10.7K - $13.3K
|
55
$26K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-28- 2.17% |
$11.1K - $13.7K
|
1.26K
$597K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-29- 3.03% |
$11.5K - $14.2K
|
928
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-30- 1.1% |
$11.9K - $14.7K
|
2.69K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-32- 3.44% |
$12.7K - $15.7K
|
899
$425K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-32- 0.08% |
$12.7K - $15.7K
|
38.8K
$18.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-35- 2.22% |
$13.9K - $17.2K
|
1.54K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-35- 0.59% |
$13.9K - $17.2K
|
5.86K
$2.77M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-35- 97.22% |
$13.9K - $17.2K
|
1
$473
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-35- 0.31% |
$13.9K - $17.2K
|
11.4K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-36- 47.37% |
$14.3K - $17.7K
|
40
$18.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-39- 1.34% |
$15.5K - $19.1K
|
2.86K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40- 3.04% |
$15.9K - $19.6K
|
1.27K
$603K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-40- 6.07% |
$15.9K - $19.6K
|
619
$293K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-40- 1.57% |
$15.9K - $19.6K
|
2.5K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-43- 1.73% |
$17.1K - $21.1K
|
2.45K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-44- 1.59% |
$17.5K - $21.6K
|
2.73K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-45- 7.26% |
$17.9K - $22.1K
|
575
$272K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-48- 0.45% |
$19.1K - $23.6K
|
10.7K
$5.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-49- 1.53% |
$19.4K - $24.1K
|
3.15K
$1.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-52- 14.36% |
$20.6K - $25.5K
|
310
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-55- 10.05% |
$21.8K - $27K
|
492
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-56- 50.45% |
$22.2K - $27.5K
|
55
$26K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-56- 8.76% |
$22.2K - $27.5K
|
583
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-63- 2.48% |
$25K - $30.9K
|
2.48K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-68- 0.35% |
$27K - $33.4K
|
19.5K
$9.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-74- 0.67% |
$29.4K - $36.3K
|
10.9K
$5.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-74- 4.15% |
$29.4K - $36.3K
|
1.71K
$809K
|
|
|
Jul 22, 2024
Q2 2024
|
Grace & White Inc
|
SELL
|
- |
-75- 0.18% |
$29.8K - $36.8K
|
42.6K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-78- 6.03% |
$31K - $38.3K
|
1.22K
$575K
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-81- 1.06% |
$32.2K - $39.8K
|
7.57K
$3.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-84- 4.73% |
$33.3K - $41.2K
|
1.69K
$800K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-88- 1.28% |
$34.9K - $43.2K
|
6.81K
$3.22M
|
|
|
Nov 06, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-89- 0.04% |
$35.3K - $43.7K
|
236K
$112M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-90- 2.5% |
$35.7K - $44.2K
|
3.51K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-91- 0.32% |
$36.1K - $44.7K
|
28.1K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-95- 7.18% |
$37.7K - $46.6K
|
1.23K
$581K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-98- 0.29% |
$38.9K - $48.1K
|
33.8K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-102- 4.05% |
$40.5K - $50.1K
|
2.42K
$1.14M
|