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 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 3.28% |
$4.49K - $5.2K
|
295
$137K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 7.14% |
$4.49K - $5.2K
|
130
$60.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-11- 1.3% |
$4.94K - $5.72K
|
833
$387K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-12- 0.5% |
$5.38K - $6.24K
|
2.39K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-12- 1.81% |
$5.38K - $6.24K
|
651
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 4.6% |
$5.38K - $6.24K
|
249
$116K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-13- 0.13% |
$5.83K - $6.76K
|
9.66K
$4.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-14- 53.85% |
$6.28K - $7.28K
|
12
$5.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-15- 0.35% |
$6.73K - $7.8K
|
4.24K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-15- 1.88% |
$6.73K - $7.8K
|
781
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-15- 4.13% |
$6.73K - $7.8K
|
348
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17- 1.2% |
$7.63K - $8.84K
|
1.4K
$649K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-17- 65.38% |
$7.63K - $8.84K
|
9
$4.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 1.27% |
$8.08K - $9.36K
|
1.4K
$650K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-18- 2.82% |
$8.08K - $9.36K
|
621
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-18- 1.41% |
$8.08K - $9.36K
|
1.26K
$584K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 2.38% |
$8.08K - $9.36K
|
738
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-19- 1.11% |
$8.53K - $9.88K
|
1.7K
$788K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-19- 0.13% |
$8.53K - $9.88K
|
15K
$6.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-22- 52.38% |
$9.87K - $11.4K
|
20
$9.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-22- 6.53% |
$9.87K - $11.4K
|
315
$146K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-24- 3.48% |
$10.8K - $12.5K
|
666
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-24- 92.31% |
$10.8K - $12.5K
|
2
$930
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25- 4.45% |
$11.2K - $13K
|
537
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-25- 1.82% |
$11.2K - $13K
|
1.35K
$628K
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-26- 1.33% |
$11.7K - $13.5K
|
1.94K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27- 2.7% |
$12.1K - $14K
|
973
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-27- 5.53% |
$12.1K - $14K
|
461
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27- 1.22% |
$12.1K - $14K
|
2.18K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-27- 1.46% |
$12.1K - $14K
|
1.82K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-29- 2.39% |
$13K - $15.1K
|
1.19K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-29- 0.15% |
$13K - $15.1K
|
19.2K
$8.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-30- 0.11% |
$13.5K - $15.6K
|
27K
$12.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-30- 6.1% |
$13.5K - $15.6K
|
462
$215K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-30- 1.58% |
$13.5K - $15.6K
|
1.87K
$868K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-31- 5.49% |
$13.9K - $16.1K
|
534
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-31- 7.71% |
$13.9K - $16.1K
|
371
$172K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-33- 1.02% |
$14.8K - $17.2K
|
3.21K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-33- 1.65% |
$14.8K - $17.2K
|
1.96K
$913K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-34- 2.0% |
$15.3K - $17.7K
|
1.66K
$773K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-34- 11.6% |
$15.3K - $17.7K
|
259
$120K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-34- 2.11% |
$15.3K - $17.7K
|
1.58K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-35- 18.92% |
$15.7K - $18.2K
|
150
$69.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-35- 6.9% |
$15.7K - $18.2K
|
472
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-35- 4.33% |
$15.7K - $18.2K
|
773
$359K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 5.5% |
$16.2K - $18.7K
|
619
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-36- 2.46% |
$16.2K - $18.7K
|
1.43K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38- 2.98% |
$17.1K - $19.8K
|
1.24K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-38- 1.29% |
$17.1K - $19.8K
|
2.92K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 43.62% |
$18.4K - $21.3K
|
53
$24.6K
|