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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$8.08K - $9.36K
|
18
$8.37K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
14+ 7.07% |
$6.28K - $7.28K
|
212
$98.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
350+ 58.14% |
$157K - $182K
|
952
$443K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 1.01% |
$897 - $1.04K
|
196
$91.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 5.5% |
$16.2K - $18.7K
|
619
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21New |
$9.42K - $10.9K
|
21
$9.76K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
309+ 103.34% |
$139K - $161K
|
608
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
508+ 3.89% |
$228K - $264K
|
13.6K
$6.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-615- 0.17% |
$276K - $320K
|
358K
$167M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
355+ 2.35% |
$159K - $185K
|
15.5K
$7.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$44.9K - $52K
|
100
$46.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-262- 91.61% |
$118K - $136K
|
24
$11.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
67+ 7.72% |
$30.1K - $34.8K
|
935
$435K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-27- 1.22% |
$12.1K - $14K
|
2.18K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 29.63% |
$3.59K - $4.16K
|
35
$16.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
1New |
$449 - $520
|
1
$465
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$449 - $520
|
1
$465
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-38- 1.29% |
$17.1K - $19.8K
|
2.92K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 58.33% |
$314K - $364K
|
1.9K
$883K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
53+ 0.46% |
$23.8K - $27.6K
|
11.5K
$5.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
610+ 46.78% |
$274K - $317K
|
1.91K
$890K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4New |
$1.79K - $2.08K
|
4
$1.86K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
933+ 120.54% |
$419K - $485K
|
1.71K
$794K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
371+ 7.66% |
$166K - $193K
|
5.21K
$2.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
256+ 256.0% |
$115K - $133K
|
356
$166K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
75+ 5.02% |
$33.7K - $39K
|
1.57K
$729K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 2.38% |
$8.08K - $9.36K
|
738
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$5.83K - $6.76K
|
13
$6.04K
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
1.6K+ 61.76% |
$718K - $831K
|
4.19K
$1.95M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-33- 1.02% |
$14.8K - $17.2K
|
3.21K
$1.49M
|
|
| Q2 2024 | |||||||
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.06K- 3.19% |
$421K - $520K
|
32.2K
$15M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 19.23% |
$1.98K - $2.46K
|
21
$9.76K
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.02KNew |
$1.6M - $1.97M
|
4.02K
$1.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.49KNew |
$2.57M - $3.19M
|
6.49K
$3.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
440New |
$175K - $216K
|
440
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
100New |
$39.7K - $49.1K
|
100
$46.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
443New |
$176K - $218K
|
443
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
1.58KNew |
$625K - $773K
|
1.58K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.3KNew |
$914K - $1.13M
|
2.3K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 7.17% |
$99.2K - $123K
|
3.74K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5+ 0.73% |
$1.98K - $2.46K
|
693
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.4K+ 400.0% |
$953K - $1.18M
|
3K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2.1K- 75.0% |
$834K - $1.03M
|
700
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
93+ 4.48% |
$36.9K - $45.7K
|
2.17K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
25.3KNew |
$10.1M - $12.4M
|
25.3K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
$794 - $982
|
2
$930
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
581New |
$231K - $285K
|
581
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
11.1K+ 37.97% |
$4.41M - $5.45M
|
40.4K
$18.8M
|
|