Latest Institutional Transactions on Watsco Inc (WSO)
This table provides information on the latest institutional transactions involving Watsco Inc (WSO) 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 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-136K- 11.02% |
$63.5M - $77.4M
|
1.1M
$526M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
84.8KNew |
$39.5M - $48.2M
|
84.8K
$40.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-62- 0.77% |
$28.9K - $35.3K
|
8.03K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-21.1K- 49.15% |
$9.85M - $12M
|
21.8K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
87+ 4.18% |
$40.6K - $49.5K
|
2.17K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
55+ 0.61% |
$25.7K - $31.3K
|
9.14K
$4.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
197+ 13.97% |
$91.9K - $112K
|
1.61K
$769K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 5.36% |
$20.5K - $25K
|
865
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Pembroke Management, LTD
|
SELL
|
- |
-648- 1.08% |
$302K - $369K
|
59.2K
$28.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
25New |
$11.7K - $14.2K
|
25
$12K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.1K- 5.94% |
$980K - $1.19M
|
33.2K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 70.97% |
$41.1K - $50.1K
|
212
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-198- 0.23% |
$92.4K - $113K
|
87.1K
$41.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-309- 2.54% |
$144K - $176K
|
11.9K
$5.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12+ 1.18% |
$5.6K - $6.83K
|
1.03K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-821- 59.97% |
$383K - $467K
|
548
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-404- 59.85% |
$188K - $230K
|
271
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.8% |
$140K - $171K
|
37.1K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
718+ 11.22% |
$335K - $408K
|
7.12K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
913New |
$426K - $519K
|
913
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.97K- 4.8% |
$918K - $1.12M
|
39K
$18.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.6K+ 1.53% |
$747K - $911K
|
106K
$50.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 34.38% |
$5.13K - $6.26K
|
43
$20.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-68- 1.58% |
$31.7K - $38.7K
|
4.22K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 3.82% |
$4.67K - $5.69K
|
272
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 6.88% |
$11.2K - $13.7K
|
373
$179K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.17% |
$467 - $569
|
582
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
17.9KNew |
$8.35M - $10.2M
|
17.9K
$8.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
20+ 1.72% |
$9.33K - $11.4K
|
1.19K
$568K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9+ 1.16% |
$4.2K - $5.12K
|
782
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-315- 95.17% |
$147K - $179K
|
16
$7.66K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-4.51K- 59.6% |
$2.11M - $2.57M
|
3.06K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-3- 60.0% |
$1.4K - $1.71K
|
2
$957
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.04% |
$46.7K - $56.9K
|
9.7K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21+ 1.79% |
$9.8K - $11.9K
|
1.2K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-188- 0.32% |
$87.7K - $107K
|
59.3K
$28.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29.8K- 26.99% |
$13.9M - $17M
|
80.7K
$38.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-641- 3.53% |
$299K - $365K
|
17.5K
$8.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-285- 4.34% |
$133K - $162K
|
6.29K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-220- 1.34% |
$103K - $125K
|
16.3K
$7.78M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.12KNew |
$988K - $1.2M
|
2.12K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Grace & White Inc
|
SELL
|
- |
-750- 1.88% |
$350K - $427K
|
39.2K
$18.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 32.0% |
$3.73K - $4.55K
|
33
$15.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 8.0% |
$1.87K - $2.28K
|
54
$25.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-240- 2.13% |
$112K - $137K
|
11.1K
$5.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 8.33% |
$467 - $569
|
13
$6.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.88K+ 5.99% |
$1.81M - $2.21M
|
68.6K
$32.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
30+ 1.12% |
$14K - $17.1K
|
2.72K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
106New |
$49.5K - $60.3K
|
106
$50.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-56- 0.83% |
$26.1K - $31.9K
|
6.71K
$3.21M
|