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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-151- 4.22% |
$70K - $80.1K
|
3.43K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11New |
$5.1K - $5.84K
|
11
$5.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Grace & White Inc
|
SELL
|
- |
-70- 0.18% |
$32.5K - $37.2K
|
39.1K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-85- 8.02% |
$39.4K - $45.1K
|
975
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.17% |
$464 - $531
|
47
$22.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5New |
$2.32K - $2.65K
|
5
$2.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
783+ 8.41% |
$363K - $416K
|
10.1K
$4.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.61K+ 7.73% |
$745K - $852K
|
22.4K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
75+ 32.89% |
$34.8K - $39.8K
|
303
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
405New |
$188K - $215K
|
405
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
875+ 155.97% |
$406K - $464K
|
1.44K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.59% |
$8.35K - $9.55K
|
3.08K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.41% |
$2.32K - $2.65K
|
1.23K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
176+ 37.85% |
$81.6K - $93.4K
|
641
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
105+ 2.64% |
$48.7K - $55.7K
|
4.08K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22+ 2.92% |
$10.2K - $11.7K
|
776
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-764- 19.76% |
$354K - $405K
|
3.1K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1+ 1.54% |
$464 - $531
|
66
$31.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 16.24% |
$20.4K - $23.4K
|
315
$149K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$10.2K - $11.7K
|
22
$10.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-9.95K- 8.77% |
$4.61M - $5.28M
|
104K
$49M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
40+ 0.07% |
$18.6K - $21.2K
|
54.5K
$25.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-129- 0.4% |
$59.8K - $68.5K
|
32.1K
$15.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
250+ 1.04% |
$116K - $133K
|
24.4K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
11New |
$5.1K - $5.84K
|
11
$5.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
205+ 6.39% |
$95.1K - $109K
|
3.41K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7+ 1.14% |
$3.25K - $3.72K
|
623
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$46.4K - $53.1K
|
100
$47.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-65- 4.93% |
$30.2K - $34.5K
|
1.25K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
922+ 43.43% |
$428K - $489K
|
3.05K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
7.36K+ 7.52% |
$3.41M - $3.91M
|
105K
$49.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
37+ 6.81% |
$17.2K - $19.6K
|
580
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-88- 2.25% |
$40.8K - $46.7K
|
3.82K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-24- 4.14% |
$11.1K - $12.7K
|
556
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-41- 3.02% |
$19K - $21.8K
|
1.32K
$623K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 84.62% |
$5.1K - $5.84K
|
24
$11.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
331+ 1.89% |
$154K - $176K
|
17.9K
$8.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 43.33% |
$6.03K - $6.9K
|
43
$20.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3+ 0.14% |
$1.39K - $1.59K
|
2.21K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1- 0.22% |
$464 - $531
|
461
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2New |
$928 - $1.06K
|
2
$946
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
49New |
$22.7K - $26K
|
49
$23.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
50New |
$23.2K - $26.5K
|
50
$23.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
482+ 133.15% |
$224K - $256K
|
844
$399K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
211+ 5.58% |
$97.9K - $112K
|
3.99K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-42- 2.13% |
$19.5K - $22.3K
|
1.93K
$913K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-125- 3.19% |
$58K - $66.3K
|
3.79K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1K+ 0.82% |
$464K - $531K
|
123K
$58.4M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.87% |
$2.78K - $3.18K
|
693
$328K
|