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 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 14.29% |
$341 - $380
|
8
$3.79K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$341 - $380
|
1
$474
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 3.57% |
$341 - $380
|
27
$12.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.21% |
$341 - $380
|
477
$226K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 0.17% |
$341 - $380
|
582
$276K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 6.67% |
$341 - $380
|
14
$6.64K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.11% |
$341 - $380
|
907
$430K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 0.17% |
$341 - $380
|
582
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.09% |
$682 - $761
|
2.13K
$1.01M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 1.22% |
$682 - $761
|
162
$76.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3- 0.19% |
$1.02K - $1.14K
|
1.61K
$762K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3- 0.45% |
$1.02K - $1.14K
|
670
$318K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 3.41% |
$1.02K - $1.14K
|
85
$40.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-4- 0.27% |
$1.36K - $1.52K
|
1.5K
$710K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 26.67% |
$1.36K - $1.52K
|
11
$5.22K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 10.34% |
$2.05K - $2.28K
|
52
$24.7K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-6- 1.0% |
$2.05K - $2.28K
|
594
$282K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 14.29% |
$2.05K - $2.28K
|
36
$17.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 15.22% |
$2.39K - $2.66K
|
39
$18.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7- 0.19% |
$2.39K - $2.66K
|
3.59K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 7.78% |
$2.39K - $2.66K
|
83
$39.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7- 8.14% |
$2.39K - $2.66K
|
79
$37.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9- 1.65% |
$3.07K - $3.42K
|
538
$255K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10- 1.8% |
$3.41K - $3.8K
|
545
$258K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12- 0.49% |
$4.09K - $4.56K
|
2.46K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12- 0.17% |
$4.09K - $4.56K
|
7.18K
$3.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-12- 0.31% |
$4.09K - $4.56K
|
3.92K
$1.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12- 1.11% |
$4.09K - $4.56K
|
1.07K
$505K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-13- 0.11% |
$4.43K - $4.94K
|
12.3K
$5.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-13- 0.23% |
$4.43K - $4.94K
|
5.72K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13- 19.7% |
$4.43K - $4.94K
|
53
$25.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-15- 2.54% |
$5.12K - $5.71K
|
575
$273K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-15- 1.17% |
$5.12K - $5.71K
|
1.26K
$599K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 1.1% |
$5.46K - $6.09K
|
1.45K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 1.1% |
$5.46K - $6.09K
|
1.45K
$685K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 69.57% |
$5.46K - $6.09K
|
7
$3.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-16- 0.53% |
$5.46K - $6.09K
|
2.98K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-20- 95.24% |
$6.82K - $7.61K
|
1
$474
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-21- 2.99% |
$7.16K - $7.99K
|
682
$323K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-21- 1.34% |
$7.16K - $7.99K
|
1.55K
$733K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-22- 30.99% |
$7.5K - $8.37K
|
49
$23.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-23- 16.43% |
$7.84K - $8.75K
|
117
$55.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.58% |
$8.53K - $9.51K
|
944
$448K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25- 2.0% |
$8.53K - $9.51K
|
1.23K
$581K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26- 2.04% |
$8.87K - $9.89K
|
1.25K
$593K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27- 4.22% |
$9.21K - $10.3K
|
613
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-27- 4.22% |
$9.21K - $10.3K
|
613
$291K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-28- 49.12% |
$9.55K - $10.7K
|
29
$13.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-29- 1.87% |
$9.89K - $11K
|
1.52K
$722K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-29- 2.5% |
$9.89K - $11K
|
1.13K
$536K
|