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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
120+ 2.31% |
$40.9K - $51.5K
|
5.31K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
117+ 3.1% |
$39.8K - $50.2K
|
3.89K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113+ 73.38% |
$38.5K - $48.5K
|
267
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
113+ 37.67% |
$38.5K - $48.5K
|
413
$196K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
111+ 0.84% |
$37.8K - $47.6K
|
13.4K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
109+ 4.71% |
$37.1K - $46.8K
|
2.43K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
107+ 1.17% |
$36.4K - $45.9K
|
9.22K
$4.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
104+ 0.64% |
$35.4K - $44.6K
|
16.5K
$7.8M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$35.4K - $44.6K
|
104
$49.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
102+ 4.86% |
$34.7K - $43.8K
|
2.2K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 5.0% |
$34.1K - $42.9K
|
2.1K
$996K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.52% |
$34.1K - $42.9K
|
2.94K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.17% |
$34.1K - $42.9K
|
8.68K
$4.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
100New |
$34.1K - $42.9K
|
100
$47.4K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
98+ 46.67% |
$33.4K - $42K
|
308
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
98+ 1.48% |
$33.4K - $42K
|
6.72K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
96+ 1.29% |
$32.7K - $41.2K
|
7.53K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
84+ 12.32% |
$28.6K - $36K
|
766
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
79+ 0.34% |
$26.9K - $33.9K
|
23.6K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
74New |
$25.2K - $31.7K
|
74
$35.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
BUY
|
- |
74+ 2.06% |
$25.2K - $31.7K
|
3.67K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
73New |
$24.9K - $31.3K
|
73
$34.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
69New |
$23.5K - $29.6K
|
69
$32.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
67+ 5.36% |
$22.8K - $28.7K
|
1.32K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
66New |
$22.5K - $28.3K
|
66
$31.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63+ 5.14% |
$21.5K - $27K
|
1.29K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
60New |
$20.4K - $25.7K
|
60
$28.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
59+ 4.61% |
$20.1K - $25.3K
|
1.34K
$634K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
59+ 7.93% |
$20.1K - $25.3K
|
803
$381K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59New |
$20.1K - $25.3K
|
59
$28K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
57New |
$19.4K - $24.5K
|
57
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55+ 1.56% |
$18.7K - $23.6K
|
3.58K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
55+ 7.67% |
$18.7K - $23.6K
|
772
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
54+ 2.86% |
$18.4K - $23.2K
|
1.94K
$921K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54+ 3.24% |
$18.4K - $23.2K
|
1.72K
$816K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
54+ 7.56% |
$18.4K - $23.2K
|
768
$364K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
52+ 1.06% |
$17.7K - $22.3K
|
4.95K
$2.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
52+ 8.09% |
$17.7K - $22.3K
|
695
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
50New |
$17K - $21.5K
|
50
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
48+ 0.84% |
$16.3K - $20.6K
|
5.74K
$2.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
48+ 533.33% |
$16.3K - $20.6K
|
57
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
47New |
$16K - $20.2K
|
47
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
47+ 6.18% |
$16K - $20.2K
|
808
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
47+ 7.29% |
$16K - $20.2K
|
692
$328K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
45New |
$15.3K - $19.3K
|
45
$21.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
44+ 6.75% |
$15K - $18.9K
|
696
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
44New |
$15K - $18.9K
|
44
$20.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
43+ 537.5% |
$14.6K - $18.4K
|
51
$24.2K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
40+ 3.17% |
$13.6K - $17.2K
|
1.3K
$618K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
39+ 6.7% |
$13.3K - $16.7K
|
621
$294K
|