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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
718+ 11.22% |
$335K - $408K
|
7.12K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
664+ 13.2% |
$310K - $378K
|
5.7K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
608+ 32.22% |
$284K - $346K
|
2.5K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
602New |
$281K - $342K
|
602
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
592+ 60.84% |
$276K - $337K
|
1.57K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
544New |
$254K - $309K
|
544
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
527+ 80.95% |
$246K - $300K
|
1.18K
$548K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
526New |
$245K - $299K
|
526
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
489New |
$228K - $278K
|
489
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
473+ 23.78% |
$221K - $269K
|
2.46K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465New |
$217K - $264K
|
465
$216K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
456+ 19.92% |
$213K - $259K
|
2.75K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
435+ 0.65% |
$203K - $247K
|
67.7K
$31.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
401+ 1.77% |
$187K - $228K
|
23.1K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
383+ 3.4% |
$179K - $218K
|
11.6K
$5.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
380+ 2.39% |
$177K - $216K
|
16.3K
$7.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
380+ 6.48% |
$177K - $216K
|
6.25K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
367+ 3.2% |
$171K - $209K
|
11.8K
$5.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
364+ 37.41% |
$170K - $207K
|
1.34K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
341+ 18.25% |
$159K - $194K
|
2.21K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
313New |
$146K - $178K
|
313
$146K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
300+ 2.26% |
$140K - $171K
|
13.6K
$6.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
284+ 9.53% |
$133K - $162K
|
3.26K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
247+ 1.91% |
$115K - $140K
|
13.2K
$6.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
209+ 2.39% |
$97.5K - $119K
|
8.96K
$4.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
207+ 18.96% |
$96.6K - $118K
|
1.3K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
200+ 10.0% |
$93.3K - $114K
|
2.2K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
199+ 35.99% |
$92.8K - $113K
|
752
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
197+ 13.97% |
$91.9K - $112K
|
1.61K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
190New |
$88.6K - $108K
|
190
$88.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
173+ 15.11% |
$80.7K - $98.4K
|
1.32K
$613K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
151New |
$70.5K - $85.9K
|
151
$70.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
150+ 1.25% |
$70K - $85.3K
|
12.1K
$5.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
149+ 1.5% |
$69.5K - $84.7K
|
10.1K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 28.08% |
$69.1K - $84.2K
|
675
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
141+ 9.78% |
$65.8K - $80.2K
|
1.58K
$735K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
133+ 108.13% |
$62.1K - $75.6K
|
256
$119K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
132+ 0.28% |
$61.6K - $75.1K
|
46.9K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
114+ 15.38% |
$53.2K - $64.8K
|
855
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 15.59% |
$50.9K - $62K
|
808
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
106New |
$49.5K - $60.3K
|
106
$49.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
103+ 2.8% |
$48.1K - $58.6K
|
3.78K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 3.7% |
$46.7K - $56.9K
|
2.8K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.04% |
$46.7K - $56.9K
|
9.7K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 3300.0% |
$46.2K - $56.3K
|
102
$47.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
99+ 18.54% |
$46.2K - $56.3K
|
633
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
97+ 11.62% |
$45.3K - $55.2K
|
932
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
96+ 6.71% |
$44.8K - $54.6K
|
1.53K
$710K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
90+ 0.17% |
$42K - $51.2K
|
54.5K
$25.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 70.97% |
$41.1K - $50.1K
|
212
$98.6K
|