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 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$467 - $569
|
1
$473
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
12New |
$5.6K - $6.83K
|
12
$5.68K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2New |
$933 - $1.14K
|
2
$946
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8New |
$3.73K - $4.55K
|
8
$3.78K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
10New |
$4.67K - $5.69K
|
10
$4.73K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 2.46% |
$23.3K - $28.4K
|
2.08K
$984K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
557New |
$260K - $317K
|
557
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 73.33% |
$5.13K - $6.26K
|
26
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.29K- 7.0% |
$2.93M - $3.58M
|
83.6K
$39.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
603New |
$281K - $343K
|
603
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.39K+ 264.52% |
$1.11M - $1.36M
|
3.29K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 1.25% |
$2.33K - $2.84K
|
394
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.68K+ 42.73% |
$1.25M - $1.52M
|
8.96K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
126+ 6.25% |
$58.8K - $71.7K
|
2.14K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 3.85% |
$2.33K - $2.84K
|
125
$59.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6New |
$2.8K - $3.41K
|
6
$2.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
800New |
$373K - $455K
|
800
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
93.5K+ 542.19% |
$43.6M - $53.2M
|
111K
$52.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
500New |
$233K - $284K
|
500
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-1K- 55.56% |
$467K - $569K
|
800
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
9.95KNew |
$4.64M - $5.66M
|
9.95K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.62KNew |
$2.16M - $2.63M
|
4.62K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
4.42K+ 107.73% |
$2.06M - $2.51M
|
8.52K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
37New |
$17.3K - $21K
|
37
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5New |
$2.33K - $2.84K
|
5
$2.37K
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
863+ 14.88% |
$403K - $491K
|
6.66K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$15.9K - $19.3K
|
34
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.73K- 63.62% |
$808K - $985K
|
990
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.03K- 60.79% |
$481K - $586K
|
665
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-4.57K- 24.07% |
$2.13M - $2.6M
|
14.4K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.87KNew |
$1.81M - $2.2M
|
3.87K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-2.3K- 54.76% |
$1.07M - $1.31M
|
1.9K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
264New |
$123K - $150K
|
264
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-364- 2.74% |
$170K - $207K
|
12.9K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
516New |
$241K - $293K
|
516
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
18K+ 7911.4% |
$8.42M - $10.3M
|
18.3K
$8.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
38New |
$17.7K - $21.6K
|
38
$18K
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
2.81KNew |
$1.31M - $1.6M
|
2.81K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
1.6KNew |
$747K - $910K
|
1.6K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.17KNew |
$1.48M - $1.8M
|
3.17K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
6.41K+ 278.82% |
$2.99M - $3.65M
|
8.71K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
515New |
$240K - $293K
|
515
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.68KNew |
$783K - $955K
|
1.68K
$794K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.97K- 37.35% |
$1.38M - $1.69M
|
4.98K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-232- 55.11% |
$108K - $132K
|
189
$89.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6New |
$2.8K - $3.41K
|
6
$2.84K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.53KNew |
$2.58M - $3.15M
|
5.53K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-675- 58.59% |
$315K - $384K
|
477
$226K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3+ 0.1% |
$1.4K - $1.71K
|
3.01K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-771- 3.38% |
$360K - $439K
|
22K
$10.4M
|