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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
362+ 27.4% |
$123K - $155K
|
1.68K
$782K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
362+ 27.4% |
$123K - $155K
|
1.68K
$782K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
354New |
$121K - $152K
|
354
$165K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
351+ 3.03% |
$120K - $151K
|
11.9K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
339+ 4.72% |
$115K - $145K
|
7.52K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
339+ 0.55% |
$115K - $145K
|
62.1K
$28.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
331+ 0.81% |
$113K - $142K
|
41K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
331+ 19.59% |
$113K - $142K
|
2.02K
$940K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
328+ 1.01% |
$112K - $141K
|
32.9K
$15.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
323+ 7.17% |
$110K - $139K
|
4.83K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
313+ 3.33% |
$107K - $134K
|
9.7K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
308+ 8.45% |
$105K - $132K
|
3.96K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
301+ 103.44% |
$102K - $129K
|
592
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
299+ 6.71% |
$102K - $128K
|
4.76K
$2.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
289+ 0.47% |
$98.4K - $124K
|
61.8K
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
288+ 205.71% |
$98.1K - $124K
|
428
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
273+ 2.92% |
$93K - $117K
|
9.63K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
268+ 9.0% |
$91.3K - $115K
|
3.25K
$1.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
267+ 13.08% |
$90.9K - $115K
|
2.31K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
256+ 9.27% |
$87.2K - $110K
|
3.02K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
253+ 1.58% |
$86.1K - $109K
|
16.3K
$7.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
250+ 14.58% |
$85.1K - $107K
|
1.97K
$914K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
246New |
$83.8K - $106K
|
246
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
245+ 6.63% |
$83.4K - $105K
|
3.94K
$1.83M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
244+ 0.4% |
$83.1K - $105K
|
61.7K
$28.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
244+ 0.4% |
$83.1K - $105K
|
61.7K
$28.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
240+ 34.53% |
$81.7K - $103K
|
935
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
236+ 32.51% |
$80.4K - $101K
|
962
$447K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
233+ 13.19% |
$79.3K - $100K
|
2K
$930K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
232+ 7.85% |
$79K - $99.5K
|
3.19K
$1.48M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
230New |
$78.3K - $98.7K
|
230
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
215+ 671.88% |
$73.2K - $92.2K
|
247
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
198+ 21.9% |
$67.4K - $84.9K
|
1.1K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
188+ 1.56% |
$64K - $80.7K
|
12.2K
$5.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
186+ 75.92% |
$63.3K - $79.8K
|
431
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
186+ 17.78% |
$63.3K - $79.8K
|
1.23K
$573K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
184+ 3.43% |
$62.7K - $78.9K
|
5.56K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
183+ 9.85% |
$62.3K - $78.5K
|
2.04K
$948K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
182+ 1.09% |
$62K - $78.1K
|
16.9K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
176+ 2.59% |
$59.9K - $75.5K
|
6.98K
$3.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
171+ 6.71% |
$58.2K - $73.4K
|
2.72K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
165+ 0.93% |
$56.2K - $70.8K
|
17.8K
$8.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
159+ 20.6% |
$54.1K - $68.2K
|
931
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
153+ 18.41% |
$52.1K - $65.6K
|
984
$457K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
152+ 10.62% |
$51.8K - $65.2K
|
1.58K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
150+ 0.97% |
$51.1K - $64.4K
|
15.6K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
149+ 4.14% |
$50.7K - $63.9K
|
3.75K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
145+ 0.51% |
$49.4K - $62.2K
|
28.7K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
137+ 8.73% |
$46.6K - $58.8K
|
1.71K
$794K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
137+ 4.84% |
$46.6K - $58.8K
|
2.97K
$1.38M
|