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 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$19.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$19.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39New |
$17.5K - $20.3K
|
39
$18.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 12.58% |
$17.5K - $20.3K
|
349
$167K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
38+ 1.04% |
$17.1K - $19.8K
|
3.68K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 8.02% |
$17.1K - $19.8K
|
512
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
37+ 6.43% |
$16.6K - $19.2K
|
612
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 1.74% |
$15.3K - $17.7K
|
1.99K
$952K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
34New |
$15.3K - $17.7K
|
34
$16.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
33+ 57.89% |
$14.8K - $17.2K
|
90
$43.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28+ 5.15% |
$12.6K - $14.6K
|
572
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
25New |
$11.2K - $13K
|
25
$12K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
25+ 2.19% |
$11.2K - $13K
|
1.17K
$558K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25+ 27.78% |
$11.2K - $13K
|
115
$55K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 0.45% |
$10.8K - $12.5K
|
5.38K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
24+ 2.59% |
$10.8K - $12.5K
|
952
$456K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 4.29% |
$10.8K - $12.5K
|
584
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24+ 2.23% |
$10.8K - $12.5K
|
1.1K
$526K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22+ 30.56% |
$9.87K - $11.4K
|
94
$45K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 3.76% |
$9.42K - $10.9K
|
580
$278K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21New |
$9.42K - $10.9K
|
21
$10.1K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.67% |
$8.97K - $10.4K
|
3K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
20+ 3.64% |
$8.97K - $10.4K
|
570
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
19+ 1.83% |
$8.53K - $9.88K
|
1.06K
$506K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$8.08K - $9.36K
|
18
$8.61K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 17.14% |
$8.08K - $9.36K
|
123
$58.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
16New |
$7.18K - $8.32K
|
16
$7.66K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
16+ 1.97% |
$7.18K - $8.32K
|
827
$396K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14+ 2.04% |
$6.28K - $7.28K
|
699
$335K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
14+ 38.89% |
$6.28K - $7.28K
|
50
$23.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
14+ 7.07% |
$6.28K - $7.28K
|
212
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
14+ 25.45% |
$6.28K - $7.28K
|
69
$33K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$5.83K - $6.76K
|
13
$6.22K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.2% |
$5.83K - $6.76K
|
1.09K
$523K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 92.31% |
$5.38K - $6.24K
|
25
$12K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
12+ 0.16% |
$5.38K - $6.24K
|
7.57K
$3.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 61.11% |
$4.94K - $5.72K
|
29
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 2.84% |
$4.94K - $5.72K
|
399
$191K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 1.12% |
$4.94K - $5.72K
|
996
$477K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11New |
$4.94K - $5.72K
|
11
$5.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 13.51% |
$4.49K - $5.2K
|
84
$40.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
10+ 1.39% |
$4.49K - $5.2K
|
732
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 1.26% |
$4.49K - $5.2K
|
802
$384K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 29.63% |
$3.59K - $4.16K
|
35
$16.8K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8+ 1.63% |
$3.59K - $4.16K
|
500
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.4% |
$3.59K - $4.16K
|
2.02K
$965K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8+ 0.53% |
$3.59K - $4.16K
|
1.52K
$726K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7+ 0.6% |
$3.14K - $3.64K
|
1.18K
$562K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.12% |
$2.69K - $3.12K
|
5.12K
$2.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5+ 0.52% |
$2.24K - $2.6K
|
958
$458K
|