Latest Institutional Transactions on Watsco, Inc. (WSO-B)
This table provides information on the latest institutional transactions involving Watsco, Inc. (WSO-B) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
700New |
N/A
|
700
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-88- 5.83% |
N/A
|
1.42K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-61- 88.41% |
N/A
|
8
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32New |
N/A
|
32
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-42- 1.9% |
N/A
|
2.16K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8- 1.34% |
N/A
|
588
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-159- 22.33% |
N/A
|
553
$0
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
473New |
N/A
|
473
$0
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12New |
N/A
|
12
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
174KNew |
N/A
|
174K
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
11+ 0.11% |
N/A
|
10.3K
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-1.06K- 50.0% |
N/A
|
1.06K
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
Oct 17, 2022
Q1 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.73KNew |
N/A
|
2.73K
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
708New |
N/A
|
708
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
|
Oct 25, 2018
Q3 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-27Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 02, 2017
Q3 2017
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-2.25KClosed |
N/A
|
0
$0
|
|
|
Nov 01, 2017
Q3 2017
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
7.88KNew |
N/A
|
7.88K
$0
|
|