Purchases and Sales Made in Q3 2024 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q3 2024. 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 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 5.5% |
$16.2K - $18.7K
|
619
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-36- 2.46% |
$16.2K - $18.7K
|
1.43K
$675K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-38- 1.29% |
$17.1K - $19.8K
|
2.92K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38- 2.98% |
$17.1K - $19.8K
|
1.24K
$585K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 43.62% |
$18.4K - $21.3K
|
53
$25.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-43- 14.1% |
$19.3K - $22.4K
|
262
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 3.68% |
$19.3K - $22.4K
|
1.13K
$532K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45- 1.52% |
$20.2K - $23.4K
|
2.92K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-47- 10.0% |
$21.1K - $24.4K
|
423
$200K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-48- 0.14% |
$21.5K - $25K
|
34.7K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-49- 0.42% |
$22K - $25.5K
|
11.7K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-50- 2.16% |
$22.4K - $26K
|
2.26K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 13.7% |
$22.4K - $26K
|
315
$149K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-50- 28.9% |
$22.4K - $26K
|
123
$58.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-50- 10.1% |
$22.4K - $26K
|
445
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-50- 7.99% |
$22.4K - $26K
|
576
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-51- 7.19% |
$22.9K - $26.5K
|
658
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-52- 1.98% |
$23.3K - $27K
|
2.58K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-55- 0.79% |
$24.7K - $28.6K
|
6.93K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-56- 5.0% |
$25.1K - $29.1K
|
1.06K
$503K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 9.68% |
$25.6K - $29.6K
|
532
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62- 6.55% |
$27.8K - $32.2K
|
885
$419K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-64- 0.53% |
$28.7K - $33.3K
|
12K
$5.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-66- 6.01% |
$29.6K - $34.3K
|
1.03K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-69- 1.26% |
$31K - $35.9K
|
5.4K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-73- 5.14% |
$32.8K - $38K
|
1.35K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-74- 2.85% |
$33.2K - $38.5K
|
2.52K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-75- 8.46% |
$33.7K - $39K
|
812
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-79- 5.74% |
$35.4K - $41.1K
|
1.3K
$614K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-80- 1.06% |
$35.9K - $41.6K
|
7.49K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-80- 1.83% |
$35.9K - $41.6K
|
4.29K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-80- 0.7% |
$35.9K - $41.6K
|
11.3K
$5.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-82- 9.14% |
$36.8K - $42.6K
|
815
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-84- 0.77% |
$37.7K - $43.7K
|
10.8K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-86- 2.02% |
$38.6K - $44.7K
|
4.17K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-88- 10.56% |
$39.5K - $45.8K
|
745
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-89- 13.53% |
$39.9K - $46.3K
|
569
$269K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-93- 5.44% |
$41.7K - $48.3K
|
1.62K
$765K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-94- 0.83% |
$42.2K - $48.9K
|
11.2K
$5.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-97- 22.4% |
$43.5K - $50.4K
|
336
$159K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-97- 13.53% |
$43.5K - $50.4K
|
620
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-98- 11.53% |
$44K - $50.9K
|
752
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 3.03% |
$44.9K - $52K
|
3.2K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-111- 0.53% |
$49.8K - $57.7K
|
20.7K
$9.79M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-116- 15.59% |
$52.1K - $60.3K
|
628
$297K
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-116- 15.59% |
$52.1K - $60.3K
|
628
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-116- 18.99% |
$52.1K - $60.3K
|
495
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-117- 4.24% |
$52.5K - $60.8K
|
2.64K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-119- 7.18% |
$53.4K - $61.9K
|
1.54K
$728K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-124- 7.98% |
$55.6K - $64.5K
|
1.43K
$676K
|