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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-300- 10.0% |
$139K - $159K
|
2.7K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-509- 3.16% |
$236K - $270K
|
15.6K
$7.38M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
140+ 64.81% |
$64.9K - $74.3K
|
356
$168K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
467New |
$217K - $248K
|
467
$221K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-386- 29.13% |
$179K - $205K
|
939
$444K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
72+ 12.37% |
$33.4K - $38.2K
|
654
$309K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
88+ 0.8% |
$40.8K - $46.7K
|
11.1K
$5.27M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.27% |
$2.78K - $3.18K
|
2.19K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84+ 6.28% |
$39K - $44.6K
|
1.42K
$672K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
193+ 34.46% |
$89.5K - $102K
|
753
$356K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
29+ 4.58% |
$13.5K - $15.4K
|
662
$313K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
526+ 0.46% |
$244K - $279K
|
115K
$54.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 3.08% |
$5.57K - $6.37K
|
402
$190K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
98+ 116.67% |
$45.5K - $52K
|
182
$86.1K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.41K+ 73.36% |
$654K - $748K
|
3.33K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1+ 0.0% |
$464 - $531
|
34.2K
$16.2M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
398New |
$185K - $211K
|
398
$188K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.61% |
$5.57K - $6.37K
|
1.98K
$935K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.36K- 80.82% |
$1.09M - $1.25M
|
559
$264K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7- 0.13% |
$3.25K - $3.72K
|
5.44K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.35KNew |
$628K - $718K
|
1.35K
$640K
|
|
|
May 02, 2025
Q1 2025
|
Times Square Capital Management, LLC
|
SELL
|
- |
-27.3K- 30.18% |
$12.6M - $14.5M
|
63.1K
$29.8M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-505- 20.3% |
$234K - $268K
|
1.98K
$938K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
139+ 70.2% |
$64.5K - $73.8K
|
337
$159K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.51% |
$464 - $531
|
194
$91.8K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10- 2.2% |
$4.64K - $5.31K
|
445
$210K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
921New |
$427K - $489K
|
921
$436K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-437- 1.71% |
$203K - $232K
|
25.1K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
469+ 58.55% |
$218K - $249K
|
1.27K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27+ 7.24% |
$12.5K - $14.3K
|
400
$189K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10- 0.76% |
$4.64K - $5.31K
|
1.3K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.82K- 10.55% |
$1.31M - $1.5M
|
23.9K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 100.0% |
$464 - $531
|
2
$946
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.02K- 0.94% |
$939K - $1.07M
|
212K
$100M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-81- 5.39% |
$37.6K - $43K
|
1.42K
$673K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35+ 6.94% |
$16.2K - $18.6K
|
539
$255K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-29.5K- 37.61% |
$13.7M - $15.6M
|
48.9K
$23.1M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 18.75% |
$2.78K - $3.18K
|
26
$12.3K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-6- 0.09% |
$2.78K - $3.18K
|
6.9K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
810New |
$376K - $430K
|
810
$383K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-15.6K- 46.92% |
$7.24M - $8.28M
|
17.6K
$8.35M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-473- 2.57% |
$219K - $251K
|
17.9K
$8.48M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-694- 19.32% |
$322K - $368K
|
2.9K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-31- 0.31% |
$14.4K - $16.5K
|
10.1K
$4.76M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-31- 6.34% |
$14.4K - $16.5K
|
458
$217K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.03% |
$46.4K - $53.1K
|
9.8K
$4.64M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-8- 0.99% |
$3.71K - $4.25K
|
802
$379K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
21+ 2.48% |
$9.74K - $11.1K
|
867
$410K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$3.71K - $4.25K
|
8
$3.78K
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
40+ 0.05% |
$18.6K - $21.2K
|
87.2K
$41.2M
|