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 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5- 0.22% |
$2.33K - $2.84K
|
2.27K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-6- 0.72% |
$2.8K - $3.41K
|
827
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-6- 0.25% |
$2.8K - $3.41K
|
2.38K
$1.13M
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.21% |
$2.8K - $3.41K
|
2.91K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.21% |
$2.8K - $3.41K
|
2.82K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 0.67% |
$3.27K - $3.98K
|
1.04K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7- 0.87% |
$3.27K - $3.98K
|
795
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-7- 1.62% |
$3.27K - $3.98K
|
426
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-8- 3.2% |
$3.73K - $4.55K
|
242
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9- 0.33% |
$4.2K - $5.12K
|
2.73K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-9- 0.03% |
$4.2K - $5.12K
|
34.9K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10- 0.2% |
$4.67K - $5.69K
|
5.11K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-10- 1.75% |
$4.67K - $5.69K
|
560
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-11- 0.26% |
$5.13K - $6.26K
|
4.3K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 12.5% |
$5.6K - $6.83K
|
84
$39.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-12- 0.62% |
$5.6K - $6.83K
|
1.91K
$905K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13- 0.44% |
$6.07K - $7.39K
|
2.94K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.5% |
$6.07K - $7.39K
|
2.58K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-14- 1.79% |
$6.53K - $7.96K
|
767
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-14- 6.6% |
$6.53K - $7.96K
|
198
$93.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14- 5.62% |
$6.53K - $7.96K
|
235
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15- 0.6% |
$7K - $8.53K
|
2.48K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 1.51% |
$7K - $8.53K
|
981
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-16- 1.55% |
$7.47K - $9.1K
|
1.02K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-21- 2.19% |
$9.8K - $11.9K
|
937
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 1.65% |
$10.7K - $13.1K
|
1.38K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-23- 1.42% |
$10.7K - $13.1K
|
1.59K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-24- 0.91% |
$11.2K - $13.7K
|
2.62K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-26- 1.82% |
$12.1K - $14.8K
|
1.4K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-26- 4.57% |
$12.1K - $14.8K
|
543
$257K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 4.2% |
$12.1K - $14.8K
|
593
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-26- 1.92% |
$12.1K - $14.8K
|
1.33K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-27- 3.26% |
$12.6K - $15.4K
|
800
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-27- 7.76% |
$12.6K - $15.4K
|
321
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-27- 0.39% |
$12.6K - $15.4K
|
6.9K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-32- 0.82% |
$14.9K - $18.2K
|
3.87K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-32- 1.6% |
$14.9K - $18.2K
|
1.96K
$929K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-33- 0.03% |
$15.4K - $18.8K
|
103K
$48.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-33- 5.07% |
$15.4K - $18.8K
|
618
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-34- 2.67% |
$15.9K - $19.3K
|
1.24K
$586K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-34- 1.46% |
$15.9K - $19.3K
|
2.29K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36- 5.59% |
$16.8K - $20.5K
|
608
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-36- 1.17% |
$16.8K - $20.5K
|
3.05K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 0.26% |
$16.8K - $20.5K
|
14.1K
$6.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-37- 3.96% |
$17.3K - $21K
|
898
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 12.38% |
$18.2K - $22.2K
|
276
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-40- 1.34% |
$18.7K - $22.8K
|
2.93K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-40- 17.78% |
$18.7K - $22.8K
|
185
$87.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 6.85% |
$18.7K - $22.8K
|
544
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-41- 5.19% |
$19.1K - $23.3K
|
749
$354K
|