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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.4% |
$3.59K - $4.16K
|
2.02K
$965K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-10.3K- 4.59% |
$4.61M - $5.35M
|
214K
$102M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-6- 0.65% |
$2.69K - $3.12K
|
911
$436K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.67% |
$8.97K - $10.4K
|
3K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
191+ 329.31% |
$85.7K - $99.3K
|
249
$119K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-17- 65.38% |
$7.63K - $8.84K
|
9
$4.31K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
49+ 1.98% |
$22K - $25.5K
|
2.53K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
409+ 4.14% |
$184K - $213K
|
10.3K
$4.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.87K+ 8.91% |
$840K - $974K
|
22.9K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.31K- 15.19% |
$1.04M - $1.2M
|
12.9K
$6.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-88- 10.56% |
$39.5K - $45.8K
|
745
$357K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
280+ 560.0% |
$126K - $146K
|
330
$158K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-4.09K- 4.11% |
$1.84M - $2.13M
|
95.6K
$45.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.81K+ 2.36% |
$812K - $941K
|
78.6K
$37.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11New |
$4.94K - $5.72K
|
11
$5.26K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
431New |
$193K - $224K
|
431
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-330- 1.85% |
$148K - $172K
|
17.5K
$8.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
474+ 2.59% |
$213K - $246K
|
18.8K
$9M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 17.14% |
$8.08K - $9.36K
|
123
$58.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.86K- 4.17% |
$1.73M - $2.01M
|
88.9K
$42.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.32K- 3.5% |
$4.18M - $4.84M
|
257K
$123M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.96KNew |
$877K - $1.02M
|
1.96K
$936K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
16New |
$7.18K - $8.32K
|
16
$7.66K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.16% |
$449 - $520
|
628
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5- 2.38% |
$2.24K - $2.6K
|
205
$98.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
140+ 4.01% |
$62.8K - $72.8K
|
3.63K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
422New |
$189K - $219K
|
422
$202K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
111New |
$49.8K - $57.7K
|
111
$53.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-202- 2.32% |
$90.6K - $105K
|
8.5K
$4.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-111- 0.53% |
$49.8K - $57.7K
|
20.7K
$9.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 0.45% |
$10.8K - $12.5K
|
5.38K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
89+ 3.08% |
$39.9K - $46.3K
|
2.98K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
1.14KNew |
$509K - $590K
|
1.14K
$543K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
699New |
$314K - $363K
|
699
$335K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
97+ 11.98% |
$43.5K - $50.4K
|
907
$434K
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
2.79K+ 4.28% |
$1.25M - $1.45M
|
68K
$32.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.04K- 4.28% |
$464K - $538K
|
23.1K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Freemont Management S.A.
|
BUY
|
- |
3KNew |
$1.35M - $1.56M
|
3K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Times Square Capital Management, LLC
|
SELL
|
- |
-11.9K- 9.66% |
$5.32M - $6.16M
|
111K
$53.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17- 1.2% |
$7.63K - $8.84K
|
1.4K
$668K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3- 0.15% |
$1.35K - $1.56K
|
2K
$955K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 7.24% |
$269K - $312K
|
8.88K
$4.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-149- 0.32% |
$66.9K - $77.5K
|
46.8K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.07K- 0.95% |
$929K - $1.08M
|
215K
$103M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-870- 30.39% |
$390K - $452K
|
1.99K
$954K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
87New |
$39K - $45.2K
|
87
$41.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 43.62% |
$18.4K - $21.3K
|
53
$25.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
2KNew |
$897K - $1.04M
|
2K
$957K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
121+ 17.04% |
$54.3K - $62.9K
|
831
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.3KNew |
$1.48M - $1.72M
|
3.3K
$1.58M
|