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 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.72K+ 17.77% |
$586K - $738K
|
11.4K
$5.3M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$573K - $722K
|
1.68K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.68KNew |
$571K - $719K
|
1.68K
$780K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.67K+ 76.63% |
$568K - $716K
|
3.85K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.65K+ 3.83% |
$562K - $708K
|
44.7K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.64K+ 9.47% |
$559K - $705K
|
19K
$8.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.61K+ 11.65% |
$548K - $691K
|
15.4K
$7.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.54KNew |
$526K - $662K
|
1.54K
$718K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52K+ 4345.71% |
$518K - $653K
|
1.56K
$723K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.49K+ 9.24% |
$506K - $638K
|
17.6K
$8.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.36K+ 5.01% |
$462K - $582K
|
28.4K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 20.23% |
$458K - $577K
|
7.99K
$3.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.29K+ 0.61% |
$440K - $555K
|
214K
$99.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.27K+ 2.4% |
$431K - $544K
|
54.1K
$25.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$426K - $536K
|
1.25K
$581K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.23K+ 6.42% |
$420K - $529K
|
20.4K
$9.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.23K+ 24.98% |
$418K - $526K
|
6.14K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.16KNew |
$395K - $497K
|
1.16K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
1.16KNew |
$394K - $496K
|
1.16K
$538K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.13K+ 113100.0% |
$385K - $485K
|
1.13K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.1KNew |
$375K - $472K
|
1.1K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.1KNew |
$375K - $472K
|
1.1K
$511K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.07K+ 27.5% |
$363K - $457K
|
4.94K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.05KNew |
$356K - $448K
|
1.05K
$486K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.01KNew |
$345K - $435K
|
1.01K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
941+ 34.34% |
$320K - $404K
|
3.68K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
935New |
$318K - $401K
|
935
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
925New |
$315K - $397K
|
925
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
919+ 5.41% |
$313K - $394K
|
17.9K
$8.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
917+ 61.63% |
$312K - $393K
|
2.41K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
905+ 106.72% |
$308K - $388K
|
1.75K
$815K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
902+ 43.14% |
$307K - $387K
|
2.99K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
894+ 11.93% |
$304K - $384K
|
8.39K
$3.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
891+ 89.19% |
$303K - $382K
|
1.89K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
839+ 35.45% |
$286K - $360K
|
3.21K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
821+ 27.01% |
$280K - $352K
|
3.86K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
819New |
$279K - $351K
|
819
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
810New |
$276K - $347K
|
810
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
803+ 84.97% |
$273K - $344K
|
1.75K
$813K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
801New |
$273K - $344K
|
801
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
793+ 11.72% |
$270K - $340K
|
7.56K
$3.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
792+ 8.65% |
$270K - $340K
|
9.95K
$4.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
785+ 5.01% |
$267K - $337K
|
16.5K
$7.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
783+ 0.55% |
$267K - $336K
|
144K
$66.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
780+ 2.74% |
$266K - $335K
|
29.3K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
779+ 0.6% |
$265K - $334K
|
131K
$60.8M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
712+ 1.37% |
$242K - $305K
|
52.5K
$24.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
705New |
$240K - $302K
|
705
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
703+ 8.76% |
$239K - $302K
|
8.73K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
682+ 1.51% |
$232K - $293K
|
46K
$21.4M
|