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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
23+ 0.6% |
$9.7K - $12K
|
3.86K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1- 0.15% |
$422 - $521
|
679
$321K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
260+ 16.2% |
$110K - $135K
|
1.87K
$882K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
10.6K+ 178.6% |
$4.45M - $5.5M
|
16.5K
$7.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-1- 0.12% |
$422 - $521
|
812
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$1.69K - $2.08K
|
905
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.84K+ 45.47% |
$4.15M - $5.12M
|
31.5K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.85K+ 3.77% |
$1.2M - $1.49M
|
78.6K
$37.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
218+ 1.38% |
$92K - $114K
|
16K
$7.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-123- 0.31% |
$51.9K - $64K
|
39.2K
$18.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 5.69% |
$295K - $364K
|
13K
$6.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
638+ 4.61% |
$269K - $332K
|
14.5K
$6.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-451- 31.72% |
$190K - $235K
|
971
$459K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
311+ 4.65% |
$131K - $162K
|
7K
$3.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
14.4K+ 56.65% |
$6.08M - $7.5M
|
39.8K
$18.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-590- 20.23% |
$249K - $307K
|
2.33K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
46+ 6.34% |
$19.4K - $24K
|
771
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 25.0% |
$422 - $521
|
5
$2.37K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-98- 3.13% |
$41.3K - $51K
|
3.03K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-26- 1.31% |
$11K - $13.5K
|
1.95K
$924K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 5.77% |
$27.4K - $33.8K
|
1.19K
$563K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-21- 23.86% |
$8.86K - $10.9K
|
67
$31.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-16- 1.69% |
$6.75K - $8.33K
|
929
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-74- 8.04% |
$31.2K - $38.5K
|
846
$400K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 55.56% |
$6.33K - $7.81K
|
42
$19.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 3.86% |
$22.4K - $27.6K
|
1.32K
$625K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-98- 12.6% |
$41.3K - $51K
|
680
$322K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
11+ 1.07% |
$4.64K - $5.73K
|
1.04K
$493K
|
|
| Q1 2025 | |||||||
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
2.87KNew |
$1.33M - $1.52M
|
2.87K
$1.36M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
127+ 3.06% |
$58.9K - $67.4K
|
4.28K
$2.02M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 3014.06% |
$895K - $1.02M
|
1.99K
$943K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
70+ 0.42% |
$32.5K - $37.2K
|
16.6K
$7.84M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-649- 47.72% |
$301K - $344K
|
711
$336K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
446New |
$207K - $237K
|
446
$211K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.04K- 19.13% |
$946K - $1.08M
|
8.63K
$4.08M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$46.4K - $53.1K
|
100
$47.3K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
69+ 2.52% |
$32K - $36.6K
|
2.8K
$1.33M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
14.7K+ 11.26% |
$6.81M - $7.79M
|
145K
$68.6M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.75K- 85.88% |
$1.27M - $1.46M
|
452
$214K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-42- 9.03% |
$19.5K - $22.3K
|
423
$200K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
232+ 4.07% |
$108K - $123K
|
5.93K
$2.8M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47New |
$21.8K - $24.9K
|
47
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3- 0.63% |
$1.39K - $1.59K
|
474
$224K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
688+ 15.11% |
$319K - $365K
|
5.24K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.6K+ 2513.34% |
$10.9M - $12.5M
|
24.5K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
34.3K+ 180.27% |
$15.9M - $18.2M
|
53.3K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-728- 46.64% |
$338K - $386K
|
833
$394K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
532+ 5.65% |
$247K - $282K
|
9.95K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8.98K- 14.33% |
$4.17M - $4.77M
|
53.7K
$25.4M
|
|