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 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-139- 2.71% |
$64.9K - $79.1K
|
4.98K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-142- 26.69% |
$66.3K - $80.8K
|
390
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-144- 8.82% |
$67.2K - $81.9K
|
1.49K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-146- 58.63% |
$68.1K - $83K
|
103
$48.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-146- 10.85% |
$68.1K - $83K
|
1.2K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-150- 2.29% |
$70K - $85.3K
|
6.41K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-153- 4.7% |
$71.4K - $87K
|
3.1K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-161- 2.26% |
$75.1K - $91.6K
|
6.98K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-161- 4.3% |
$75.1K - $91.6K
|
3.58K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-161- 1.49% |
$75.1K - $91.6K
|
10.7K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-165- 16.43% |
$77K - $93.8K
|
839
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-168- 13.43% |
$78.4K - $95.6K
|
1.08K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-180- 7.17% |
$84K - $102K
|
2.33K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-188- 0.32% |
$87.7K - $107K
|
59.3K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-190- 14.08% |
$88.6K - $108K
|
1.16K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-191- 2.55% |
$89.1K - $109K
|
7.3K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-198- 0.23% |
$92.4K - $113K
|
87.1K
$41.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-211- 36.82% |
$98.4K - $120K
|
362
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-215- 57.95% |
$100K - $122K
|
156
$73.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-220- 1.34% |
$103K - $125K
|
16.3K
$7.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-229- 26.63% |
$107K - $130K
|
631
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-230- 0.71% |
$107K - $131K
|
32.2K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-232- 55.11% |
$108K - $132K
|
189
$89.4K
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-235- 0.73% |
$110K - $134K
|
32K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-239- 7.24% |
$112K - $136K
|
3.06K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-240- 0.7% |
$112K - $137K
|
34.2K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-240- 2.13% |
$112K - $137K
|
11.1K
$5.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-254- 3.26% |
$119K - $144K
|
7.55K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-268- 23.82% |
$125K - $152K
|
857
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-279- 8.1% |
$130K - $159K
|
3.17K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-285- 4.34% |
$133K - $162K
|
6.29K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-292- 3.02% |
$136K - $166K
|
9.36K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-295- 10.6% |
$138K - $168K
|
2.49K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-300- 8.57% |
$140K - $171K
|
3.2K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.8% |
$140K - $171K
|
37.1K
$17.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-309- 2.54% |
$144K - $176K
|
11.9K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-315- 95.17% |
$147K - $179K
|
16
$7.57K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-322- 3.74% |
$150K - $183K
|
8.29K
$3.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-325- 0.56% |
$152K - $185K
|
58.2K
$27.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-325- 1.01% |
$152K - $185K
|
32K
$15.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-326- 17.82% |
$152K - $185K
|
1.5K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-337- 29.61% |
$157K - $192K
|
801
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-342- 2.14% |
$160K - $195K
|
15.6K
$7.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-343- 12.12% |
$160K - $195K
|
2.49K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-352- 24.93% |
$164K - $200K
|
1.06K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-364- 2.74% |
$170K - $207K
|
12.9K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-370- 12.02% |
$173K - $210K
|
2.71K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-381- 2.28% |
$178K - $217K
|
16.4K
$7.74M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-383- 17.21% |
$179K - $218K
|
1.84K
$871K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-394- 3.43% |
$184K - $224K
|
11.1K
$5.25M
|