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 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-29- 0.44% |
$9.89K - $11K
|
6.62K
$3.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-29- 1.87% |
$9.89K - $11K
|
1.52K
$708K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-29- 2.5% |
$9.89K - $11K
|
1.13K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31- 0.06% |
$10.6K - $11.8K
|
55K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-32- 2.32% |
$10.9K - $12.2K
|
1.35K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-33- 0.06% |
$11.3K - $12.6K
|
57.2K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-34- 27.64% |
$11.6K - $12.9K
|
89
$41.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-37- 1.02% |
$12.6K - $14.1K
|
3.59K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-38- 3.36% |
$13K - $14.5K
|
1.09K
$509K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-40- 1.79% |
$13.6K - $15.2K
|
2.19K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-40- 5.65% |
$13.6K - $15.2K
|
668
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-40- 0.82% |
$13.6K - $15.2K
|
4.83K
$2.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-41- 1.87% |
$14K - $15.6K
|
2.16K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42- 1.05% |
$14.3K - $16K
|
3.97K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-42- 5.24% |
$14.3K - $16K
|
759
$353K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-42- 3.23% |
$14.3K - $16K
|
1.26K
$586K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-43- 0.67% |
$14.7K - $16.4K
|
6.4K
$2.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-46- 1.86% |
$15.7K - $17.5K
|
2.43K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-48- 1.9% |
$16.4K - $18.3K
|
2.48K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-49- 5.97% |
$16.7K - $18.6K
|
772
$359K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-54- 1.09% |
$18.4K - $20.5K
|
4.9K
$2.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-55- 0.79% |
$18.8K - $20.9K
|
6.89K
$3.2M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-55- 9.86% |
$18.8K - $20.9K
|
503
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-57- 2.26% |
$19.4K - $21.7K
|
2.47K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-57- 7.11% |
$19.4K - $21.7K
|
745
$346K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-62- 8.87% |
$21.1K - $23.6K
|
637
$296K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-64- 3.68% |
$21.8K - $24.3K
|
1.67K
$778K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-66- 1.64% |
$22.5K - $25.1K
|
3.95K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-70- 0.71% |
$23.9K - $26.6K
|
9.83K
$4.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-73- 2.78% |
$24.9K - $27.8K
|
2.56K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-76- 0.32% |
$25.9K - $28.9K
|
23.5K
$10.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-81- 40.5% |
$27.6K - $30.8K
|
119
$55.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-83- 2.7% |
$28.3K - $31.6K
|
3K
$1.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-85- 11.68% |
$29K - $32.3K
|
643
$299K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-85- 2.48% |
$29K - $32.3K
|
3.35K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-86- 10.94% |
$29.3K - $32.7K
|
700
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-95- 5.8% |
$32.4K - $36.1K
|
1.54K
$718K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-96- 0.79% |
$32.7K - $36.5K
|
12K
$5.59M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 3.67% |
$34.1K - $38K
|
2.63K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-102- 0.35% |
$34.8K - $38.8K
|
29.2K
$13.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-106- 2.04% |
$36.1K - $40.3K
|
5.1K
$2.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-110- 0.66% |
$37.5K - $41.8K
|
16.5K
$7.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-113- 1.18% |
$38.5K - $43K
|
9.48K
$4.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-116- 3.92% |
$39.6K - $44.1K
|
2.84K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-119- 12.67% |
$40.6K - $45.3K
|
820
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-123- 2.88% |
$41.9K - $46.8K
|
4.14K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-127- 23.39% |
$43.3K - $48.3K
|
416
$193K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-129- 7.5% |
$44K - $49.1K
|
1.59K
$739K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-133- 12.49% |
$45.4K - $50.6K
|
932
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-137- 1.3% |
$46.7K - $52.1K
|
10.4K
$4.84M
|