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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 8.57% |
$1.39K - $1.59K
|
38
$18K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
499+ 5.46% |
$231K - $265K
|
9.64K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.2K+ 1.41% |
$556K - $636K
|
86K
$40.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45+ 5.26% |
$20.9K - $23.9K
|
900
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
255New |
$118K - $135K
|
255
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
523New |
$243K - $278K
|
523
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 5.6% |
$18.1K - $20.7K
|
735
$348K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-417- 0.61% |
$193K - $221K
|
68.2K
$32.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.58K- 25.25% |
$732K - $837K
|
4.67K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19+ 1.59% |
$8.81K - $10.1K
|
1.22K
$575K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.7K- 4.58% |
$789K - $902K
|
35.4K
$16.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-695- 4.09% |
$322K - $369K
|
16.3K
$7.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-833- 2.14% |
$386K - $442K
|
38.2K
$18.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-132- 3.23% |
$61.2K - $70.1K
|
3.95K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33+ 7.8% |
$15.3K - $17.5K
|
456
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$3.25K - $3.72K
|
7
$3.31K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 3.24% |
$4.17K - $4.78K
|
287
$136K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 2.7% |
$2.78K - $3.18K
|
216
$102K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-790- 2.28% |
$366K - $419K
|
33.8K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
3.87K+ 27.5% |
$1.8M - $2.05M
|
17.9K
$8.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.39K+ 13.47% |
$1.57M - $1.8M
|
28.6K
$13.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 14.63% |
$13.9K - $15.9K
|
175
$82.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
5K+ 8.2% |
$2.32M - $2.65M
|
66K
$31.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
3+ 0.39% |
$1.39K - $1.59K
|
773
$366K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
97+ 5.33% |
$45K - $51.5K
|
1.92K
$907K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
554New |
$257K - $294K
|
554
$262K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.1K- 24.96% |
$9.35M - $10.7M
|
60.6K
$28.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
128+ 4.66% |
$59.4K - $67.9K
|
2.87K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-116- 52.25% |
$53.8K - $61.6K
|
106
$50.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.23K+ 10.33% |
$568K - $650K
|
13.1K
$6.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-927- 13.23% |
$430K - $492K
|
6.08K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-378- 0.98% |
$175K - $201K
|
38.3K
$18.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
175+ 37.8% |
$81.2K - $92.9K
|
638
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4+ 0.76% |
$1.86K - $2.12K
|
531
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-52- 3.29% |
$24.1K - $27.6K
|
1.53K
$724K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
58+ 5.0% |
$26.9K - $30.8K
|
1.22K
$576K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
5New |
$2.32K - $2.65K
|
5
$2.37K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8- 22.86% |
$3.71K - $4.25K
|
27
$12.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 1.17% |
$1.86K - $2.12K
|
337
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-69- 2.26% |
$32K - $36.6K
|
2.99K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
458New |
$212K - $243K
|
458
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.06% |
$928 - $1.06K
|
3.53K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-70- 9.31% |
$32.5K - $37.2K
|
682
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400New |
$186K - $212K
|
400
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
89+ 1.33% |
$41.3K - $47.2K
|
6.8K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
77+ 0.77% |
$35.7K - $40.9K
|
10K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
399New |
$185K - $212K
|
399
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.69K+ 9.66% |
$782K - $895K
|
19.1K
$9.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.13K+ 4.32% |
$525K - $600K
|
27.3K
$12.9M
|