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 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-666- 4.84% |
$299K - $346K
|
13.1K
$6.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-694- 2.14% |
$311K - $361K
|
31.7K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-698- 10.74% |
$313K - $363K
|
5.8K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-716- 16.34% |
$321K - $372K
|
3.67K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-721- 2.21% |
$324K - $375K
|
31.9K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-723- 0.8% |
$324K - $376K
|
89.8K
$42.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-755- 27.11% |
$339K - $393K
|
2.03K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-766- 6.57% |
$344K - $398K
|
10.9K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-766- 6.49% |
$344K - $398K
|
11K
$5.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-780- 3.92% |
$350K - $406K
|
19.1K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-802- 5.04% |
$360K - $417K
|
15.1K
$7.15M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-802- 5.04% |
$360K - $417K
|
15.1K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-805- 2.49% |
$361K - $419K
|
31.6K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-862- 4.21% |
$387K - $448K
|
19.6K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-867- 48.6% |
$389K - $451K
|
917
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-870- 30.39% |
$390K - $452K
|
1.99K
$943K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-876- 13.69% |
$393K - $455K
|
5.52K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-880- 5.87% |
$395K - $458K
|
14.1K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-915- 1.6% |
$411K - $476K
|
56.2K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-919- 1.67% |
$412K - $478K
|
54K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-947- 2.86% |
$425K - $492K
|
32.1K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-979- 79.66% |
$439K - $509K
|
250
$118K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.04K- 4.28% |
$464K - $538K
|
23.1K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.04K- 16.84% |
$465K - $539K
|
5.12K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.06K- 1.97% |
$475K - $550K
|
52.5K
$24.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.1K- 64.29% |
$494K - $572K
|
611
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.13K- 2.66% |
$506K - $586K
|
41.3K
$19.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-1.19K- 5.59% |
$532K - $616K
|
20K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Prospect Capital Advisors, LLC
Sausalito, CA |
SELL
|
- |
-1.2K- 9.31% |
$538K - $624K
|
11.7K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.23K- 6.99% |
$553K - $641K
|
16.4K
$7.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.23K- 60.67% |
$554K - $642K
|
800
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.25K- 1.41% |
$560K - $649K
|
87.3K
$41.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-1.3K- 15.23% |
$583K - $676K
|
7.23K
$3.42M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.35K- 58.98% |
$606K - $702K
|
939
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.45K- 30.26% |
$651K - $754K
|
3.34K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.51K- 64.18% |
$679K - $787K
|
845
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 27.51% |
$698K - $809K
|
4.1K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.58K- 23.82% |
$708K - $820K
|
5.04K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.61K- 10.67% |
$722K - $837K
|
13.5K
$6.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 3.84% |
$769K - $891K
|
43K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.82K- 6.48% |
$817K - $946K
|
26.3K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.89K- 0.31% |
$847K - $981K
|
597K
$283M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.89K- 6.64% |
$847K - $982K
|
26.6K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-1.9K- 67.86% |
$853K - $988K
|
900
$426K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.93K- 22.2% |
$866K - $1M
|
6.77K
$3.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-2.02K- 3.26% |
$904K - $1.05M
|
59.9K
$28.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.07K- 0.95% |
$929K - $1.08M
|
215K
$102M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2.08K- 4.83% |
$932K - $1.08M
|
41K
$19.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.12K- 33.35% |
$953K - $1.1M
|
4.24K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-2.18K- 41.42% |
$976K - $1.13M
|
3.08K
$1.46M
|