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 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
41+ 11.17% |
$14K - $15.6K
|
408
$193K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
40+ 3.27% |
$13.6K - $15.2K
|
1.26K
$597K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
40+ 0.33% |
$13.6K - $15.2K
|
12.1K
$5.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
40+ 0.23% |
$13.6K - $15.2K
|
17.7K
$8.36M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
39+ 1.3% |
$13.3K - $14.8K
|
3.04K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
37+ 5.11% |
$12.6K - $14.1K
|
761
$360K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
35+ 1.51% |
$11.9K - $13.3K
|
2.36K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
33+ 4.64% |
$11.3K - $12.6K
|
744
$352K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
32+ 0.35% |
$10.9K - $12.2K
|
9.12K
$4.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
32New |
$10.9K - $12.2K
|
32
$15.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
28New |
$9.55K - $10.7K
|
28
$13.2K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 35.0% |
$9.55K - $10.7K
|
108
$51.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
28+ 1.05% |
$9.55K - $10.7K
|
2.69K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
27+ 1.09% |
$9.21K - $10.3K
|
2.49K
$1.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
25+ 0.03% |
$8.53K - $9.51K
|
77.9K
$36.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
25+ 0.35% |
$8.53K - $9.51K
|
7.16K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24+ 0.68% |
$8.18K - $9.13K
|
3.53K
$1.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
23New |
$7.84K - $8.75K
|
23
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
23+ 8.3% |
$7.84K - $8.75K
|
300
$142K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
23+ 0.01% |
$7.84K - $8.75K
|
212K
$100M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
23+ 4.04% |
$7.84K - $8.75K
|
593
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 7.78% |
$7.16K - $7.99K
|
291
$138K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
21+ 12.35% |
$7.16K - $7.99K
|
191
$90.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$6.48K - $7.23K
|
19
$8.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17+ 0.3% |
$5.8K - $6.47K
|
5.71K
$2.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$5.12K - $5.71K
|
13.3K
$6.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15New |
$5.12K - $5.71K
|
15
$7.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15+ 1.96% |
$5.12K - $5.71K
|
780
$369K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
14+ 2.38% |
$4.77K - $5.33K
|
602
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13New |
$4.43K - $4.94K
|
13
$6.15K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 23.64% |
$4.43K - $4.94K
|
68
$32.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.15% |
$3.75K - $4.18K
|
7.44K
$3.52M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
11+ 9.09% |
$3.75K - $4.18K
|
132
$62.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
11+ 1.07% |
$3.75K - $4.18K
|
1.04K
$491K
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
10+ 1.43% |
$3.41K - $3.8K
|
707
$334K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 125.0% |
$3.41K - $3.8K
|
18
$8.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.75% |
$3.41K - $3.8K
|
1.34K
$632K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.43% |
$3.41K - $3.8K
|
2.33K
$1.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
10+ 0.54% |
$3.41K - $3.8K
|
1.86K
$878K
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
9+ 1.56% |
$3.07K - $3.42K
|
586
$277K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
8+ 0.43% |
$2.73K - $3.04K
|
1.89K
$894K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
8+ 0.6% |
$2.73K - $3.04K
|
1.33K
$631K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7+ 1.32% |
$2.39K - $2.66K
|
536
$254K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7+ 1.84% |
$2.39K - $2.66K
|
388
$184K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5New |
$1.71K - $1.9K
|
5
$2.37K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 12.9% |
$1.36K - $1.52K
|
35
$16.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.72% |
$1.36K - $1.52K
|
559
$264K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$1.02K - $1.14K
|
3
$1.42K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.26% |
$682 - $761
|
774
$366K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$341 - $380
|
691
$327K
|