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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
39+ 6.7% |
$13.3K - $16.7K
|
621
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
39+ 6.7% |
$13.3K - $16.7K
|
621
$289K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
38+ 6.54% |
$12.9K - $16.3K
|
619
$288K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
38New |
$12.9K - $16.3K
|
38
$17.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
37+ 2.85% |
$12.6K - $15.9K
|
1.33K
$620K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37+ 9.07% |
$12.6K - $15.9K
|
445
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
37New |
$12.6K - $15.9K
|
37
$17.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33+ 2.62% |
$11.2K - $14.2K
|
1.29K
$601K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
32+ 5.53% |
$10.9K - $13.7K
|
611
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
30+ 44.12% |
$10.2K - $12.9K
|
98
$45.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
30+ 0.28% |
$10.2K - $12.9K
|
10.9K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
30+ 1.22% |
$10.2K - $12.9K
|
2.5K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
29New |
$9.87K - $12.4K
|
29
$13.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
28+ 4.0% |
$9.53K - $12K
|
728
$338K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 53.85% |
$9.53K - $12K
|
80
$37.2K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
28+ 1.99% |
$9.53K - $12K
|
1.44K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
26New |
$8.85K - $11.2K
|
26
$12.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
26+ 53.06% |
$8.85K - $11.2K
|
75
$34.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25+ 47.17% |
$8.51K - $10.7K
|
78
$36.3K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
23+ 4.75% |
$7.83K - $9.87K
|
507
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 4.5% |
$7.83K - $9.87K
|
534
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 2.13% |
$6.81K - $8.58K
|
960
$446K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20New |
$6.81K - $8.58K
|
20
$9.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
20+ 1.45% |
$6.81K - $8.58K
|
1.4K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19New |
$6.47K - $8.15K
|
19
$8.83K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
18New |
$6.13K - $7.72K
|
18
$8.37K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18+ 4.11% |
$6.13K - $7.72K
|
456
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17+ 0.59% |
$5.79K - $7.29K
|
2.91K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17+ 2.67% |
$5.79K - $7.29K
|
654
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16+ 2.94% |
$5.45K - $6.86K
|
561
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13New |
$4.43K - $5.58K
|
13
$6.04K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
13+ 9.85% |
$4.43K - $5.58K
|
145
$67.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 15.29% |
$4.43K - $5.58K
|
98
$45.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
11New |
$3.75K - $4.72K
|
11
$5.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$3.75K - $4.72K
|
11
$5.11K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 31.43% |
$3.75K - $4.72K
|
46
$21.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
10+ 5.24% |
$3.41K - $4.29K
|
201
$93.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$3.41K - $4.29K
|
10
$4.65K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10+ 0.41% |
$3.41K - $4.29K
|
2.47K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10+ 1.09% |
$3.41K - $4.29K
|
930
$432K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9+ 2.32% |
$3.06K - $3.86K
|
397
$185K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
8+ 0.88% |
$2.72K - $3.43K
|
915
$425K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8New |
$2.72K - $3.43K
|
8
$3.72K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8New |
$2.72K - $3.43K
|
8
$3.72K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 44.44% |
$2.72K - $3.43K
|
26
$12.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.36% |
$2.72K - $3.43K
|
2.2K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$2.38K - $3K
|
7
$3.25K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.98% |
$2.04K - $2.57K
|
619
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 20.69% |
$2.04K - $2.57K
|
35
$16.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$2.04K - $2.57K
|
1.6K
$742K
|