Purchases and Sales Made in Q4 2023 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-110- 5.34% |
$37.5K - $47.2K
|
1.95K
$980K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-113- 7.55% |
$38.5K - $48.5K
|
1.38K
$695K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-114- 18.94% |
$38.8K - $48.9K
|
488
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-121- 3.21% |
$41.2K - $51.9K
|
3.65K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-124- 1.19% |
$42.2K - $53.2K
|
10.3K
$5.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-126- 5.05% |
$42.9K - $54.1K
|
2.37K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-129- 19.31% |
$43.9K - $55.3K
|
539
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-135- 0.69% |
$46K - $57.9K
|
19.4K
$9.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-135- 20.36% |
$46K - $57.9K
|
528
$265K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-135- 9.25% |
$46K - $57.9K
|
1.33K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-137- 1.24% |
$46.6K - $58.8K
|
10.9K
$5.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-141- 25.73% |
$48K - $60.5K
|
407
$204K
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-142- 0.29% |
$48.4K - $60.9K
|
48.5K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-157- 7.28% |
$53.5K - $67.4K
|
2K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-158- 7.19% |
$53.8K - $67.8K
|
2.04K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-158- 0.96% |
$53.8K - $67.8K
|
16.3K
$8.19M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-163- 3.06% |
$55.5K - $69.9K
|
5.16K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-168- 2.44% |
$57.2K - $72.1K
|
6.73K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-172- 6.39% |
$58.6K - $73.8K
|
2.52K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-173- 11.2% |
$58.9K - $74.2K
|
1.37K
$689K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-184- 2.57% |
$62.7K - $78.9K
|
6.97K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-187- 13.99% |
$63.7K - $80.2K
|
1.15K
$578K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-191- 1.55% |
$65K - $81.9K
|
12.1K
$6.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-197- 13.69% |
$67.1K - $84.5K
|
1.24K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-198- 2.22% |
$67.4K - $84.9K
|
8.74K
$4.39M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.48% |
$68.1K - $85.8K
|
41.1K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-201- 5.07% |
$68.4K - $86.2K
|
3.77K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-203- 3.68% |
$69.1K - $87.1K
|
5.31K
$2.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-208- 0.59% |
$70.8K - $89.2K
|
34.8K
$17.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Grace & White Inc
|
SELL
|
- |
-225- 0.53% |
$76.6K - $96.5K
|
42.6K
$21.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-227- 2.81% |
$77.3K - $97.4K
|
7.85K
$3.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-228- 1.37% |
$77.6K - $97.8K
|
16.4K
$8.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-249- 2.32% |
$84.8K - $107K
|
10.5K
$5.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-252- 6.31% |
$85.8K - $108K
|
3.74K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-260- 1.02% |
$88.5K - $112K
|
25.2K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-260- 5.1% |
$88.5K - $112K
|
4.84K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-273- 93.49% |
$93K - $117K
|
19
$9.54K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-284- 1.28% |
$96.7K - $122K
|
21.9K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-288- 67.29% |
$98.1K - $124K
|
140
$70.3K
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-300- 18.75% |
$102K - $129K
|
1.3K
$653K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-305- 4.41% |
$104K - $131K
|
6.61K
$3.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-314- 9.84% |
$107K - $135K
|
2.88K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-317- 15.98% |
$108K - $136K
|
1.67K
$837K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-320- 24.01% |
$109K - $137K
|
1.01K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-326- 4.43% |
$111K - $140K
|
7.03K
$3.53M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-330- 8.28% |
$112K - $142K
|
3.66K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-331- 17.28% |
$113K - $142K
|
1.58K
$796K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-343- 4.98% |
$117K - $147K
|
6.54K
$3.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-346- 10.35% |
$118K - $148K
|
3K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-353- 11.53% |
$120K - $151K
|
2.71K
$1.36M
|