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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
247+ 4.57% |
$115K - $140K
|
5.65K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
247+ 1.91% |
$115K - $140K
|
13.2K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
245+ 20.89% |
$114K - $139K
|
1.42K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
239+ 29.88% |
$112K - $136K
|
1.04K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
238+ 2.17% |
$111K - $135K
|
11.2K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
236+ 7.56% |
$110K - $134K
|
3.36K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
235New |
$110K - $134K
|
235
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
224+ 21.17% |
$105K - $127K
|
1.28K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
221+ 41.0% |
$103K - $126K
|
760
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
211+ 42.28% |
$98.4K - $120K
|
710
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
209+ 2.39% |
$97.5K - $119K
|
8.96K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
207+ 18.96% |
$96.6K - $118K
|
1.3K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
204+ 13.17% |
$95.2K - $116K
|
1.75K
$829K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
200+ 10.0% |
$93.3K - $114K
|
2.2K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
200New |
$93.3K - $114K
|
200
$94.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
199+ 35.99% |
$92.8K - $113K
|
752
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
197+ 13.97% |
$91.9K - $112K
|
1.61K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
191+ 1.16% |
$89.1K - $109K
|
16.7K
$7.89M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
190New |
$88.6K - $108K
|
190
$89.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
189+ 5.18% |
$88.2K - $107K
|
3.84K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
173+ 15.11% |
$80.7K - $98.4K
|
1.32K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
169+ 12.75% |
$78.9K - $96.1K
|
1.5K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
165+ 8.41% |
$77K - $93.8K
|
2.13K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
151New |
$70.5K - $85.9K
|
151
$71.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
150+ 1.25% |
$70K - $85.3K
|
12.1K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
149+ 1.5% |
$69.5K - $84.7K
|
10.1K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148+ 28.08% |
$69.1K - $84.2K
|
675
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
141+ 9.78% |
$65.8K - $80.2K
|
1.58K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
134+ 0.82% |
$62.5K - $76.2K
|
16.5K
$7.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
133+ 108.13% |
$62.1K - $75.6K
|
256
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
132+ 0.28% |
$61.6K - $75.1K
|
46.9K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
131+ 8.46% |
$61.1K - $74.5K
|
1.68K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
126+ 6.25% |
$58.8K - $71.7K
|
2.14K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
114+ 15.38% |
$53.2K - $64.8K
|
855
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
112+ 7.38% |
$52.3K - $63.7K
|
1.63K
$771K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 15.59% |
$50.9K - $62K
|
808
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108+ 0.8% |
$50.4K - $61.4K
|
13.7K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
107+ 3.79% |
$49.9K - $60.9K
|
2.93K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
106New |
$49.5K - $60.3K
|
106
$50.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
103+ 2.8% |
$48.1K - $58.6K
|
3.78K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
103New |
$48.1K - $58.6K
|
103
$48.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 3.7% |
$46.7K - $56.9K
|
2.8K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
100+ 0.66% |
$46.7K - $56.9K
|
15.2K
$7.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.04% |
$46.7K - $56.9K
|
9.7K
$4.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 3300.0% |
$46.2K - $56.3K
|
102
$48.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
99+ 18.54% |
$46.2K - $56.3K
|
633
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
97+ 11.62% |
$45.3K - $55.2K
|
932
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
96+ 6.71% |
$44.8K - $54.6K
|
1.53K
$722K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
90+ 0.17% |
$42K - $51.2K
|
54.5K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 70.97% |
$41.1K - $50.1K
|
212
$100K
|