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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
334+ 31.07% |
$150K - $174K
|
1.41K
$674K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
328+ 4.82% |
$147K - $171K
|
7.14K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
309+ 103.34% |
$139K - $161K
|
608
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
307+ 139.55% |
$138K - $160K
|
527
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 12.5% |
$135K - $156K
|
2.7K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
282+ 76.42% |
$127K - $147K
|
651
$312K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
281+ 1.55% |
$126K - $146K
|
18.4K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
280+ 28.84% |
$126K - $146K
|
1.25K
$599K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
280+ 560.0% |
$126K - $146K
|
330
$158K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
262+ 494.34% |
$118K - $136K
|
315
$151K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
256+ 256.0% |
$115K - $133K
|
356
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
252+ 8.68% |
$113K - $131K
|
3.16K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
250+ 1.16% |
$112K - $130K
|
21.7K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
249+ 4.86% |
$112K - $129K
|
5.38K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
248+ 6.11% |
$111K - $129K
|
4.31K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
240New |
$108K - $125K
|
240
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
234+ 6.46% |
$105K - $122K
|
3.86K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
228+ 59.84% |
$102K - $119K
|
609
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
225+ 33.73% |
$101K - $117K
|
892
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
222+ 0.99% |
$99.6K - $115K
|
22.7K
$10.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
220+ 0.64% |
$98.7K - $114K
|
34.5K
$16.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
215+ 5.75% |
$96.5K - $112K
|
3.95K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
215+ 0.54% |
$96.5K - $112K
|
39.9K
$19.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
214+ 12.5% |
$96K - $111K
|
1.93K
$922K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
201+ 4.16% |
$90.2K - $104K
|
5.03K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
196+ 8.85% |
$88K - $102K
|
2.41K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
195+ 10.66% |
$87.5K - $101K
|
2.03K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
195+ 3.95% |
$87.5K - $101K
|
5.13K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
191+ 329.31% |
$85.7K - $99.3K
|
249
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
190+ 0.84% |
$85.3K - $98.8K
|
22.7K
$10.9M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
190+ 500.0% |
$85.3K - $98.8K
|
228
$109K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
186+ 83.04% |
$83.5K - $96.7K
|
410
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
182+ 19.68% |
$81.7K - $94.6K
|
1.11K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
176+ 5.72% |
$79K - $91.5K
|
3.26K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
174+ 57.81% |
$78.1K - $90.5K
|
475
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
172+ 1.16% |
$77.2K - $89.4K
|
15K
$7.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
172+ 3.28% |
$77.2K - $89.4K
|
5.42K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
166+ 0.14% |
$74.5K - $86.3K
|
121K
$57.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
160+ 15.63% |
$71.8K - $83.2K
|
1.18K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
152+ 22.86% |
$68.2K - $79K
|
817
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
152+ 4.34% |
$68.2K - $79K
|
3.65K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
144+ 2.58% |
$64.6K - $74.9K
|
5.72K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142+ 1.92% |
$63.7K - $73.8K
|
7.53K
$3.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
140+ 4.01% |
$62.8K - $72.8K
|
3.63K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
140+ 8.01% |
$62.8K - $72.8K
|
1.89K
$904K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
137+ 1.14% |
$61.5K - $71.2K
|
12.2K
$5.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
134+ 5.21% |
$60.1K - $69.7K
|
2.71K
$1.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
133+ 37.15% |
$59.7K - $69.1K
|
491
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
132+ 2.99% |
$59.2K - $68.6K
|
4.54K
$2.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
127+ 12.48% |
$57K - $66K
|
1.15K
$548K
|