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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
123+ 2.97% |
$41.9K - $46.8K
|
4.27K
$1.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
121+ 5.35% |
$41.3K - $46K
|
2.38K
$1.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
111+ 1.04% |
$37.9K - $42.2K
|
10.8K
$5.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
110+ 27.43% |
$37.5K - $41.8K
|
511
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
110+ 3.0% |
$37.5K - $41.8K
|
3.77K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
108+ 1.59% |
$36.8K - $41.1K
|
6.89K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
103+ 6.59% |
$35.1K - $39.2K
|
1.67K
$775K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
101+ 6.1% |
$34.4K - $38.4K
|
1.76K
$817K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$34.1K - $38K
|
100
$46.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$34.1K - $38K
|
100
$46.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
100+ 63.69% |
$34.1K - $38K
|
257
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
100+ 50.0% |
$34.1K - $38K
|
300
$139K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
94+ 1.35% |
$32.1K - $35.8K
|
7.08K
$3.29M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
92New |
$31.4K - $35K
|
92
$42.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
88+ 14.22% |
$30K - $33.5K
|
707
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
88+ 0.95% |
$30K - $33.5K
|
9.33K
$4.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
86+ 13.61% |
$29.3K - $32.7K
|
718
$334K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
86+ 7.28% |
$29.3K - $32.7K
|
1.27K
$589K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
80+ 4.0% |
$27.3K - $30.4K
|
2.08K
$968K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
80+ 11.44% |
$27.3K - $30.4K
|
779
$362K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 87.8% |
$24.6K - $27.4K
|
154
$71.6K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71+ 2.57% |
$24.2K - $27K
|
2.83K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
71+ 2.82% |
$24.2K - $27K
|
2.59K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
67+ 5.45% |
$22.8K - $25.5K
|
1.3K
$603K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
63+ 1.92% |
$21.5K - $24K
|
3.34K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
63+ 34.62% |
$21.5K - $24K
|
245
$114K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
62+ 0.18% |
$21.1K - $23.6K
|
35K
$16.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
62+ 10.39% |
$21.1K - $23.6K
|
659
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
61+ 1.86% |
$20.8K - $23.2K
|
3.35K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
60+ 3.11% |
$20.5K - $22.8K
|
1.99K
$925K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 6.82% |
$20.5K - $22.8K
|
940
$437K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
60+ 6.86% |
$20.5K - $22.8K
|
934
$434K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
58+ 0.73% |
$19.8K - $22.1K
|
7.97K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
57New |
$19.4K - $21.7K
|
57
$26.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
57+ 5.57% |
$19.4K - $21.7K
|
1.08K
$503K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
55+ 0.69% |
$18.8K - $20.9K
|
8.03K
$3.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
53+ 2.11% |
$18.1K - $20.2K
|
2.56K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
52+ 0.27% |
$17.7K - $19.8K
|
19.5K
$9.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
52+ 1.57% |
$17.7K - $19.8K
|
3.36K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
51+ 0.33% |
$17.4K - $19.4K
|
15.5K
$7.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
50+ 1.24% |
$17.1K - $19K
|
4.09K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 0.12% |
$17.1K - $19K
|
43.1K
$20M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
49New |
$16.7K - $18.6K
|
49
$22.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
48+ 2.04% |
$16.4K - $18.3K
|
2.4K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
47+ 0.63% |
$16K - $17.9K
|
7.49K
$3.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45+ 8.95% |
$15.3K - $17.1K
|
548
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43+ 1.19% |
$14.7K - $16.4K
|
3.65K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
42+ 0.17% |
$14.3K - $16K
|
25.1K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 11.17% |
$14K - $15.6K
|
408
$190K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
40+ 3.27% |
$13.6K - $15.2K
|
1.26K
$587K
|