Purchases and Sales Made in Q4 2024 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q4 2024. 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 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-43- 0.05% |
$20.1K - $24.5K
|
78.6K
$37.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-44- 9.26% |
$20.5K - $25K
|
431
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-46- 0.65% |
$21.5K - $26.2K
|
7.08K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-49- 14.0% |
$22.9K - $27.9K
|
301
$142K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.32% |
$23.8K - $29K
|
16K
$7.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-51- 60.71% |
$23.8K - $29K
|
33
$15.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-56- 0.83% |
$26.1K - $31.9K
|
6.71K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-56- 10.43% |
$26.1K - $31.9K
|
481
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-56- 2.17% |
$26.1K - $31.9K
|
2.52K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-58- 3.77% |
$27.1K - $33K
|
1.48K
$701K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-60- 6.26% |
$28K - $34.1K
|
898
$425K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-61- 1.54% |
$28.5K - $34.7K
|
3.89K
$1.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-61- 7.34% |
$28.5K - $34.7K
|
770
$364K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-61- 76.25% |
$28.5K - $34.7K
|
19
$8.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-62- 0.77% |
$28.9K - $35.3K
|
8.03K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-62- 10.69% |
$28.9K - $35.3K
|
518
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-63- 5.01% |
$29.4K - $35.8K
|
1.2K
$565K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-64- 7.23% |
$29.9K - $36.4K
|
821
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-65- 1.61% |
$30.3K - $37K
|
3.97K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-68- 1.58% |
$31.7K - $38.7K
|
4.22K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-71- 0.42% |
$33.1K - $40.4K
|
16.7K
$7.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-73- 1.99% |
$34.1K - $41.5K
|
3.59K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-75- 9.18% |
$35K - $42.7K
|
742
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-83- 0.71% |
$38.7K - $47.2K
|
11.6K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-88- 7.14% |
$41.1K - $50.1K
|
1.15K
$542K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-90- 12.08% |
$42K - $51.2K
|
655
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-91- 2.15% |
$42.5K - $51.8K
|
4.15K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-92- 10.2% |
$42.9K - $52.3K
|
810
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-93- 1.55% |
$43.4K - $52.9K
|
5.92K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-93- 3.68% |
$43.4K - $52.9K
|
2.44K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-93- 4.55% |
$43.4K - $52.9K
|
1.95K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-94- 1.59% |
$43.9K - $53.5K
|
5.8K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-100- 12.5% |
$46.7K - $56.9K
|
700
$331K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-101- 8.92% |
$47.1K - $57.4K
|
1.03K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106- 11.13% |
$49.5K - $60.3K
|
846
$400K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-107- 14.38% |
$49.9K - $60.9K
|
637
$301K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-107- 14.38% |
$49.9K - $60.9K
|
637
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-110- 22.96% |
$51.3K - $62.6K
|
369
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-110- 1.31% |
$51.3K - $62.6K
|
8.28K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-117- 20.86% |
$54.6K - $66.5K
|
444
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-119- 3.28% |
$55.5K - $67.7K
|
3.51K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-126- 0.36% |
$58.8K - $71.7K
|
34.6K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-129- 6.53% |
$60.2K - $73.4K
|
1.85K
$873K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-129- 3.06% |
$60.2K - $73.4K
|
4.09K
$1.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-133- 3.29% |
$62.1K - $75.6K
|
3.91K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-134- 0.39% |
$62.5K - $76.2K
|
34K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-134- 0.78% |
$62.5K - $76.2K
|
17K
$8.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-135- 3.18% |
$63K - $76.8K
|
4.11K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-135- 1.04% |
$63K - $76.8K
|
12.9K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-137- 16.81% |
$63.9K - $77.9K
|
678
$321K
|