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 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
413+ 2.36% |
$192K - $219K
|
17.9K
$8.49M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-182- 38.56% |
$84.4K - $96.6K
|
290
$137K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.26K+ 9.13% |
$583K - $667K
|
15K
$7.1M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-165- 11.29% |
$76.5K - $87.6K
|
1.3K
$613K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 5.56% |
$1.39K - $1.59K
|
51
$24.1K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-186- 24.73% |
$86.3K - $98.7K
|
566
$268K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 12.31% |
$33.9K - $38.7K
|
666
$315K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$464 - $531
|
2
$946
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-305- 18.09% |
$141K - $162K
|
1.38K
$653K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
885+ 3.83% |
$411K - $470K
|
24K
$11.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-39- 0.1% |
$18.1K - $20.7K
|
38.8K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74+ 16.7% |
$34.3K - $39.3K
|
517
$245K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-299- 1.64% |
$139K - $159K
|
17.9K
$8.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 2.33% |
$11.1K - $12.7K
|
1.06K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Regents Gate Capital LLP
London, X0 |
SELL
|
- |
-16.3K- 91.03% |
$7.55M - $8.64M
|
1.61K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5+ 0.54% |
$2.32K - $2.65K
|
937
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-390- 2.18% |
$181K - $207K
|
17.5K
$8.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-187- 13.44% |
$86.7K - $99.3K
|
1.2K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
1.67K+ 67.05% |
$776K - $888K
|
4.17K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
48+ 17.65% |
$22.3K - $25.5K
|
320
$151K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.13K+ 6.75% |
$523K - $599K
|
17.8K
$8.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
103+ 1.2% |
$47.8K - $54.7K
|
8.68K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-165- 2.58% |
$76.5K - $87.6K
|
6.24K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.21% |
$46.4K - $53.1K
|
8.38K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-407- 5.57% |
$189K - $216K
|
6.89K
$3.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
72+ 1.22% |
$33.4K - $38.2K
|
5.99K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-123- 8.31% |
$57.1K - $65.3K
|
1.36K
$642K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2New |
$928 - $1.06K
|
2
$946
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-96- 3.86% |
$44.5K - $51K
|
2.39K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 24.39% |
$46.4K - $53.1K
|
510
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-985- 4.51% |
$457K - $523K
|
20.9K
$9.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
32+ 3.5% |
$14.8K - $17K
|
945
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9New |
$4.17K - $4.78K
|
9
$4.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.18K+ 3.14% |
$3.79M - $4.34M
|
268K
$127M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-55- 2.18% |
$25.5K - $29.2K
|
2.46K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-60- 7.82% |
$27.8K - $31.8K
|
707
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
621+ 1.05% |
$288K - $330K
|
59.9K
$28.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-140- 2.81% |
$64.9K - $74.3K
|
4.84K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-271- 11.63% |
$126K - $144K
|
2.06K
$974K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.36K+ 129.34% |
$2.02M - $2.31M
|
7.72K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
470New |
$218K - $249K
|
470
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.93K- 0.89% |
$1.36M - $1.56M
|
325K
$154M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
64New |
$29.7K - $34K
|
64
$30.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
207+ 3.34% |
$96K - $110K
|
6.4K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-10- 0.84% |
$4.64K - $5.31K
|
1.19K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-5- 3.33% |
$2.32K - $2.65K
|
145
$68.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 3.57% |
$928 - $1.06K
|
58
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 4.6% |
$11.6K - $13.3K
|
569
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-136- 0.2% |
$63.1K - $72.2K
|
67.5K
$31.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
5.09KNew |
$2.36M - $2.7M
|
5.09K
$2.41M
|