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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-19- 15.97% |
$6.47K - $8.15K
|
100
$47.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-20- 1.58% |
$6.81K - $8.58K
|
1.25K
$591K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-23- 19.66% |
$7.83K - $9.87K
|
94
$44.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-23- 1.31% |
$7.83K - $9.87K
|
1.74K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-23- 3.87% |
$7.83K - $9.87K
|
571
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-25- 0.59% |
$8.51K - $10.7K
|
4.25K
$2.01M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-27- 25.0% |
$9.19K - $11.6K
|
81
$38.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-30- 1.3% |
$10.2K - $12.9K
|
2.29K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-31- 2.91% |
$10.6K - $13.3K
|
1.04K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-31- 1.71% |
$10.6K - $13.3K
|
1.78K
$845K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-37- 1.29% |
$12.6K - $15.9K
|
2.83K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38- 1.31% |
$12.9K - $16.3K
|
2.86K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39- 1.92% |
$13.3K - $16.7K
|
2K
$946K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-39- 5.52% |
$13.3K - $16.7K
|
668
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-40- 1.45% |
$13.6K - $17.2K
|
2.72K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-43- 10.34% |
$14.6K - $18.4K
|
373
$177K
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-43- 84.31% |
$14.6K - $18.4K
|
8
$3.79K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-44- 2.18% |
$15K - $18.9K
|
1.97K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-44- 0.58% |
$15K - $18.9K
|
7.48K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-44- 1.83% |
$15K - $18.9K
|
2.35K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-46- 3.18% |
$15.7K - $19.7K
|
1.4K
$663K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-46- 6.17% |
$15.7K - $19.7K
|
699
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-49- 0.64% |
$16.7K - $21K
|
7.59K
$3.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-50- 1.49% |
$17K - $21.5K
|
3.3K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-52- 6.85% |
$17.7K - $22.3K
|
707
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-55- 0.46% |
$18.7K - $23.6K
|
11.8K
$5.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-55- 0.81% |
$18.7K - $23.6K
|
6.76K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-57- 0.72% |
$19.4K - $24.5K
|
7.91K
$3.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-58- 10.09% |
$19.7K - $24.9K
|
517
$245K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-59- 5.39% |
$20.1K - $25.3K
|
1.04K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-59- 8.94% |
$20.1K - $25.3K
|
601
$285K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-61- 13.56% |
$20.8K - $26.2K
|
389
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-61- 11.44% |
$20.8K - $26.2K
|
472
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-62- 2.43% |
$21.1K - $26.6K
|
2.49K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-64- 2.64% |
$21.8K - $27.5K
|
2.36K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-68- 3.53% |
$23.2K - $29.2K
|
1.86K
$882K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-69- 12.87% |
$23.5K - $29.6K
|
467
$221K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-71- 4.77% |
$24.2K - $30.5K
|
1.42K
$672K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-73- 0.13% |
$24.9K - $31.3K
|
57.1K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-75- 2.5% |
$25.5K - $32.2K
|
2.92K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-76- 4.92% |
$25.9K - $32.6K
|
1.47K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-76- 11.53% |
$25.9K - $32.6K
|
583
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-85- 2.19% |
$28.9K - $36.5K
|
3.8K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-90- 11.19% |
$30.6K - $38.6K
|
714
$339K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-91- 98.91% |
$31K - $39K
|
1
$474
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-93- 57.41% |
$31.7K - $39.9K
|
69
$32.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-102- 7.91% |
$34.7K - $43.8K
|
1.19K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-106- 9.23% |
$36.1K - $45.5K
|
1.04K
$494K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-108- 15.95% |
$36.8K - $46.3K
|
569
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-110- 5.34% |
$37.5K - $47.2K
|
1.95K
$925K
|