Purchases and Sales Made in Q3 2023 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
502+ 38.29% |
$171K - $191K
|
1.81K
$843K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
471+ 5233.33% |
$161K - $179K
|
480
$223K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
465+ 10.08% |
$159K - $177K
|
5.08K
$2.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
449+ 1.94% |
$153K - $171K
|
23.6K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
442+ 2.25% |
$151K - $168K
|
20.1K
$9.36M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
442+ 2.25% |
$151K - $168K
|
20.1K
$9.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
434+ 47.43% |
$148K - $165K
|
1.35K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
430+ 17.47% |
$147K - $164K
|
2.89K
$1.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
415+ 0.68% |
$142K - $158K
|
61.6K
$28.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
407+ 8.05% |
$139K - $155K
|
5.46K
$2.54M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
372+ 11.18% |
$127K - $141K
|
3.7K
$1.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
366+ 10.43% |
$125K - $139K
|
3.88K
$1.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
362+ 7.39% |
$123K - $138K
|
5.26K
$2.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
359New |
$122K - $137K
|
359
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
357+ 51.81% |
$122K - $136K
|
1.05K
$486K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
351+ 2.1% |
$120K - $134K
|
17.1K
$7.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
340+ 0.45% |
$116K - $129K
|
76.2K
$35.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
337+ 0.19% |
$115K - $128K
|
175K
$81.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
334+ 9.41% |
$114K - $127K
|
3.88K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
331+ 0.69% |
$113K - $126K
|
48.7K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
318New |
$108K - $121K
|
318
$148K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
307+ 11.97% |
$105K - $117K
|
2.87K
$1.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
306+ 4.8% |
$104K - $116K
|
6.68K
$3.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
301+ 4.1% |
$103K - $114K
|
7.64K
$3.55M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
299+ 9.89% |
$102K - $114K
|
3.32K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
295+ 16.89% |
$101K - $112K
|
2.04K
$949K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
284+ 22.08% |
$96.9K - $108K
|
1.57K
$730K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
257+ 17.02% |
$87.6K - $97.8K
|
1.77K
$821K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
248+ 0.61% |
$84.6K - $94.3K
|
40.7K
$18.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
243New |
$82.9K - $92.4K
|
243
$113K
|
|
|
Oct 25, 2023
Q3 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
240+ 11.85% |
$81.8K - $91.3K
|
2.27K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
230+ 18.28% |
$78.4K - $87.5K
|
1.49K
$692K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
227+ 52.06% |
$77.4K - $86.3K
|
663
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
221+ 4.45% |
$75.4K - $84.1K
|
5.19K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
213+ 0.26% |
$72.6K - $81K
|
81.3K
$37.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
207+ 13.73% |
$70.6K - $78.7K
|
1.72K
$797K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 2000.0% |
$68.2K - $76.1K
|
210
$97.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
198+ 44.3% |
$67.5K - $75.3K
|
645
$300K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
189+ 4.63% |
$64.5K - $71.9K
|
4.27K
$1.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
186+ 0.96% |
$63.4K - $70.7K
|
19.5K
$9.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
180+ 17.72% |
$61.4K - $68.5K
|
1.2K
$556K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
178+ 3.43% |
$60.7K - $67.7K
|
5.37K
$2.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
175+ 1.12% |
$59.7K - $66.6K
|
15.8K
$7.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
170New |
$58K - $64.7K
|
170
$79K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
163+ 31.71% |
$55.6K - $62K
|
677
$315K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
160+ 0.95% |
$54.6K - $60.9K
|
17K
$7.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160+ 5.52% |
$54.6K - $60.9K
|
3.06K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153+ 110.07% |
$52.2K - $58.2K
|
292
$136K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
137+ 20.54% |
$46.7K - $52.1K
|
804
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
137+ 1.81% |
$46.7K - $52.1K
|
7.7K
$3.58M
|