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 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
88+ 6.27% |
$40.8K - $46.7K
|
1.49K
$705K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
204+ 6.37% |
$94.6K - $108K
|
3.41K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
92+ 11.39% |
$42.7K - $48.8K
|
900
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
47+ 4.79% |
$21.8K - $24.9K
|
1.03K
$486K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
4New |
$1.86K - $2.12K
|
4
$1.89K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 28.0% |
$3.25K - $3.72K
|
18
$8.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
716New |
$332K - $380K
|
716
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$464 - $531
|
2.55K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-1.1K- 21.58% |
$510K - $584K
|
4K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
232+ 34.42% |
$108K - $123K
|
906
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 5.57% |
$11.1K - $12.7K
|
407
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
225+ 0.39% |
$104K - $119K
|
58.4K
$27.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
31+ 3100.0% |
$14.4K - $16.5K
|
32
$15.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
138+ 4.75% |
$64K - $73.2K
|
3.04K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57New |
$26.4K - $30.3K
|
57
$27K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-270- 2.14% |
$125K - $143K
|
12.4K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-16- 2.05% |
$7.42K - $8.49K
|
766
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-477K- 99.8% |
$221M - $253M
|
940
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-315- 19.44% |
$146K - $167K
|
1.31K
$617K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
460New |
$213K - $244K
|
460
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
10+ 2.07% |
$4.64K - $5.31K
|
492
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.14% |
$928 - $1.06K
|
1.48K
$698K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-30- 1.57% |
$13.9K - $15.9K
|
1.88K
$891K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-7- 0.05% |
$3.25K - $3.72K
|
14.5K
$6.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-135- 3.77% |
$62.6K - $71.7K
|
3.44K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
188+ 20.94% |
$87.2K - $99.8K
|
1.09K
$514K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-26.6K- 19.11% |
$12.3M - $14.1M
|
113K
$53.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-12- 29.27% |
$5.57K - $6.37K
|
29
$13.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-40- 7.58% |
$18.6K - $21.2K
|
488
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-375- 2.31% |
$174K - $199K
|
15.9K
$7.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
59+ 6.83% |
$27.4K - $31.3K
|
923
$437K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29+ 5.91% |
$13.5K - $15.4K
|
520
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
107+ 4.5% |
$49.6K - $56.8K
|
2.49K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-158- 23.41% |
$73.3K - $83.9K
|
517
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-91- 4.75% |
$42.2K - $48.3K
|
1.82K
$862K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
52+ 260.0% |
$24.1K - $27.6K
|
72
$34.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
625+ 16.05% |
$290K - $332K
|
4.52K
$2.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.15% |
$928 - $1.06K
|
1.3K
$615K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 65.0% |
$6.03K - $6.9K
|
33
$15.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 8.16% |
$1.86K - $2.12K
|
53
$25.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-75- 4.78% |
$34.8K - $39.8K
|
1.49K
$706K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
33New |
$15.3K - $17.5K
|
33
$15.6K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-421- 0.76% |
$196K - $239K
|
55K
$26M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-507- 7.05% |
$237K - $288K
|
6.68K
$3.16M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-107- 14.38% |
$49.9K - $60.9K
|
637
$301K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
546+ 0.52% |
$255K - $311K
|
106K
$50.3M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.04K+ 42.61% |
$486K - $592K
|
3.48K
$1.65M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-235- 0.73% |
$110K - $134K
|
32K
$15.1M
|
|