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 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
134+ 5.21% |
$60.1K - $69.7K
|
2.71K
$1.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
133+ 37.15% |
$59.7K - $69.1K
|
491
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
132+ 2.99% |
$59.2K - $68.6K
|
4.54K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
127+ 12.48% |
$57K - $66K
|
1.15K
$542K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
127+ 6.6% |
$57K - $66K
|
2.05K
$971K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
126+ 35.9% |
$56.5K - $65.5K
|
477
$226K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
123+ 1.7% |
$55.2K - $63.9K
|
7.36K
$3.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
121+ 17.04% |
$54.3K - $62.9K
|
831
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 4.02% |
$53.8K - $62.4K
|
3.1K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
120+ 5.53% |
$53.8K - $62.4K
|
2.29K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
117+ 9.05% |
$52.5K - $60.8K
|
1.41K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
115+ 1.79% |
$51.6K - $59.8K
|
6.56K
$3.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
111New |
$49.8K - $57.7K
|
111
$52.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
110+ 0.34% |
$49.4K - $57.2K
|
32.3K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
105+ 8.05% |
$47.1K - $54.6K
|
1.41K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
105+ 19.48% |
$47.1K - $54.6K
|
644
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
105+ 10.46% |
$47.1K - $54.6K
|
1.11K
$525K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
101+ 7.59% |
$45.3K - $52.5K
|
1.43K
$677K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$44.9K - $52K
|
100
$47.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
98New |
$44K - $50.9K
|
98
$46.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
97+ 11.98% |
$43.5K - $50.4K
|
907
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
91+ 1.57% |
$40.8K - $47.3K
|
5.9K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
89+ 3.08% |
$39.9K - $46.3K
|
2.98K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
87New |
$39K - $45.2K
|
87
$41.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
87+ 4.36% |
$39K - $45.2K
|
2.08K
$985K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80+ 2.18% |
$35.9K - $41.6K
|
3.74K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
76+ 8.19% |
$34.1K - $39.5K
|
1K
$475K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
75+ 5.02% |
$33.7K - $39K
|
1.57K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74+ 2.02% |
$33.2K - $38.5K
|
3.74K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
73+ 2.08% |
$32.8K - $38K
|
3.58K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
72+ 9.61% |
$32.3K - $37.4K
|
821
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
71+ 0.18% |
$31.9K - $36.9K
|
38.9K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 3.77% |
$31.4K - $36.4K
|
1.93K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
69+ 3.14% |
$31K - $35.9K
|
2.27K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
67+ 7.72% |
$30.1K - $34.8K
|
935
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
64+ 14.71% |
$28.7K - $33.3K
|
499
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
63+ 9.29% |
$28.3K - $32.8K
|
741
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
60+ 10.17% |
$26.9K - $31.2K
|
650
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60+ 109.09% |
$26.9K - $31.2K
|
115
$54.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
60+ 0.4% |
$26.9K - $31.2K
|
15.1K
$7.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
58+ 6.87% |
$26K - $30.2K
|
902
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
57+ 0.52% |
$25.6K - $29.6K
|
11K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
56+ 4.76% |
$25.1K - $29.1K
|
1.23K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 220.0% |
$24.7K - $28.6K
|
80
$37.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
55+ 3.68% |
$24.7K - $28.6K
|
1.55K
$733K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
53+ 0.46% |
$23.8K - $27.6K
|
11.5K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
50+ 2.04% |
$22.4K - $26K
|
2.5K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
50+ 2.0% |
$22.4K - $26K
|
2.55K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
49+ 1.98% |
$22K - $25.5K
|
2.53K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
48+ 0.17% |
$21.5K - $25K
|
28.3K
$13.4M
|