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 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-402- 2.14% |
$188K - $229K
|
18.4K
$8.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-404- 59.85% |
$188K - $230K
|
271
$128K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-406- 6.15% |
$189K - $231K
|
6.19K
$2.93M
|
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-413- 5.61% |
$193K - $235K
|
6.94K
$3.28M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-421- 0.76% |
$196K - $239K
|
55K
$26M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-424- 7.68% |
$198K - $241K
|
5.1K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-426- 5.73% |
$199K - $242K
|
7.01K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-428- 5.66% |
$200K - $243K
|
7.13K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-432- 1.9% |
$202K - $246K
|
22.3K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-440- 2.4% |
$205K - $250K
|
17.9K
$8.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-451- 22.27% |
$210K - $257K
|
1.57K
$745K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-456- 2.81% |
$213K - $259K
|
15.7K
$7.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-471- 3.6% |
$220K - $268K
|
12.6K
$5.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-489- 20.28% |
$228K - $278K
|
1.92K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-490- 12.7% |
$229K - $279K
|
3.37K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-500- 6.41% |
$233K - $284K
|
7.3K
$3.45M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-507- 7.05% |
$237K - $288K
|
6.68K
$3.16M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-510- 5.06% |
$238K - $290K
|
9.56K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-521- 11.44% |
$243K - $296K
|
4.03K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-548- 1.93% |
$256K - $312K
|
27.8K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-595- 5.4% |
$278K - $338K
|
10.4K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 6.75% |
$280K - $341K
|
8.28K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-622- 0.29% |
$290K - $354K
|
214K
$101M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-635- 55.95% |
$296K - $361K
|
500
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-641- 3.53% |
$299K - $365K
|
17.5K
$8.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-648- 1.08% |
$302K - $369K
|
59.2K
$28M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-671- 1.67% |
$313K - $382K
|
39.5K
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-675- 58.59% |
$315K - $384K
|
477
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-728- 62.38% |
$340K - $414K
|
439
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Grace & White Inc
|
SELL
|
- |
-750- 1.88% |
$350K - $427K
|
39.2K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-771- 3.38% |
$360K - $439K
|
22K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-794- 2.94% |
$370K - $452K
|
26.2K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-800- 53.84% |
$373K - $455K
|
686
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-809- 20.59% |
$377K - $460K
|
3.12K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-817- 11.63% |
$381K - $465K
|
6.21K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-821- 59.97% |
$383K - $467K
|
548
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-822- 41.24% |
$384K - $468K
|
1.17K
$554K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 63.8% |
$402K - $490K
|
489
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-863- 17.77% |
$403K - $491K
|
3.99K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-910- 4.77% |
$425K - $518K
|
18.2K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-945- 25.25% |
$441K - $537K
|
2.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-963- 3.64% |
$449K - $548K
|
25.5K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.03K- 60.79% |
$481K - $586K
|
665
$315K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.05K- 7.01% |
$489K - $596K
|
13.9K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.06K- 66.92% |
$493K - $601K
|
522
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.09K- 1.14% |
$509K - $620K
|
94.5K
$44.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.17K- 2.28% |
$544K - $663K
|
49.9K
$23.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.21K- 10.81% |
$564K - $687K
|
9.96K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.23K- 3.18% |
$572K - $697K
|
37.3K
$17.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.23K- 4.69% |
$575K - $701K
|
25K
$11.8M
|