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
$3.72K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$341 - $380
|
691
$321K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$341 - $380
|
1
$465
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1+ 0.15% |
$341 - $380
|
653
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 3.57% |
$341 - $380
|
27
$12.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 0.17% |
$341 - $380
|
582
$271K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 6.67% |
$341 - $380
|
14
$6.51K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.21% |
$341 - $380
|
477
$222K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.11% |
$341 - $380
|
907
$422K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1- 0.17% |
$341 - $380
|
582
$271K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 1.22% |
$682 - $761
|
162
$75.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.09% |
$682 - $761
|
2.13K
$988K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 3.41% |
$1.02K - $1.14K
|
85
$39.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3- 0.19% |
$1.02K - $1.14K
|
1.61K
$747K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3- 0.45% |
$1.02K - $1.14K
|
670
$311K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 26.67% |
$1.36K - $1.52K
|
11
$5.11K
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-4- 0.27% |
$1.36K - $1.52K
|
1.5K
$696K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 14.29% |
$2.05K - $2.28K
|
36
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-6- 1.0% |
$2.05K - $2.28K
|
594
$276K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6- 10.34% |
$2.05K - $2.28K
|
52
$24.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7- 8.14% |
$2.39K - $2.66K
|
79
$36.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 7.78% |
$2.39K - $2.66K
|
83
$38.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 15.22% |
$2.39K - $2.66K
|
39
$18.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7- 0.19% |
$2.39K - $2.66K
|
3.59K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-9- 1.65% |
$3.07K - $3.42K
|
538
$250K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10- 1.8% |
$3.41K - $3.8K
|
545
$253K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-12- 0.31% |
$4.09K - $4.56K
|
3.92K
$1.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-12- 0.49% |
$4.09K - $4.56K
|
2.46K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12- 0.17% |
$4.09K - $4.56K
|
7.18K
$3.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12- 1.11% |
$4.09K - $4.56K
|
1.07K
$496K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-13- 0.11% |
$4.43K - $4.94K
|
12.3K
$5.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13- 19.7% |
$4.43K - $4.94K
|
53
$24.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-13- 0.23% |
$4.43K - $4.94K
|
5.72K
$2.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-15- 1.17% |
$5.12K - $5.71K
|
1.26K
$587K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-15- 2.54% |
$5.12K - $5.71K
|
575
$267K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 69.57% |
$5.46K - $6.09K
|
7
$3.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-16- 0.53% |
$5.46K - $6.09K
|
2.98K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 1.1% |
$5.46K - $6.09K
|
1.45K
$672K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-16- 1.1% |
$5.46K - $6.09K
|
1.45K
$672K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-20- 95.24% |
$6.82K - $7.61K
|
1
$465
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-21- 1.34% |
$7.16K - $7.99K
|
1.55K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-21- 2.99% |
$7.16K - $7.99K
|
682
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-22- 30.99% |
$7.5K - $8.37K
|
49
$22.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-23- 16.43% |
$7.84K - $8.75K
|
117
$54.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25- 2.0% |
$8.53K - $9.51K
|
1.23K
$570K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.58% |
$8.53K - $9.51K
|
944
$439K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26- 2.04% |
$8.87K - $9.89K
|
1.25K
$581K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-27- 4.22% |
$9.21K - $10.3K
|
613
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-27- 4.22% |
$9.21K - $10.3K
|
613
$285K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-28- 49.12% |
$9.55K - $10.7K
|
29
$13.5K
|