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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.64KNew |
$767K - $935K
|
1.64K
$777K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2New |
$933 - $1.14K
|
2
$946
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
680New |
$317K - $387K
|
680
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-100- 12.5% |
$46.7K - $56.9K
|
700
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.52K+ 206.44% |
$1.64M - $2M
|
5.23K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.9K- 4.75% |
$2.29M - $2.79M
|
98.2K
$46.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-1.36K- 50.0% |
$636K - $776K
|
1.36K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47New |
$21.9K - $26.7K
|
47
$22.2K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
470+ 1.32% |
$219K - $267K
|
36.1K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
103New |
$48.1K - $58.6K
|
103
$48.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-300- 8.57% |
$140K - $171K
|
3.2K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.1KNew |
$980K - $1.19M
|
2.1K
$993K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.87K - $2.28K
|
4
$1.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
65New |
$30.3K - $37K
|
65
$30.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.32K- 67.62% |
$617K - $752K
|
633
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 3300.0% |
$46.2K - $56.3K
|
102
$48.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64+ 76.19% |
$29.9K - $36.4K
|
148
$70K
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
8K+ 1.37% |
$3.73M - $4.55M
|
591K
$279M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
284+ 9.53% |
$133K - $162K
|
3.26K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$467 - $569
|
1
$473
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.3K+ 390.32% |
$4.8M - $5.85M
|
12.9K
$6.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
134KNew |
$62.6M - $76.3M
|
134K
$63.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14New |
$6.53K - $7.96K
|
14
$6.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 1600.0% |
$7.47K - $9.1K
|
17
$8.04K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
930New |
$434K - $529K
|
930
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
738New |
$344K - $420K
|
738
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
36+ 4.15% |
$16.8K - $20.5K
|
904
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.18K- 27.89% |
$1.48M - $1.81M
|
8.21K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.23K+ 285.04% |
$1.04M - $1.27M
|
3.01K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-46- 0.65% |
$21.5K - $26.2K
|
7.08K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-510- 5.06% |
$238K - $290K
|
9.56K
$4.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.15K+ 0.34% |
$535K - $652K
|
342K
$162M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
900+ 27.27% |
$420K - $512K
|
4.2K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
151New |
$70.5K - $85.9K
|
151
$71.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-62- 0.77% |
$28.9K - $35.3K
|
8.03K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 70.97% |
$41.1K - $50.1K
|
212
$100K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-821- 59.97% |
$383K - $467K
|
548
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
718+ 11.22% |
$335K - $408K
|
7.12K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 6.88% |
$11.2K - $13.7K
|
373
$176K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-3- 60.0% |
$1.4K - $1.71K
|
2
$946
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.12KNew |
$988K - $1.2M
|
2.12K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 8.33% |
$467 - $569
|
13
$6.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
30+ 1.12% |
$14K - $17.1K
|
2.72K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
7K+ 14.31% |
$3.27M - $3.98M
|
55.9K
$26.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3- 0.46% |
$1.4K - $1.71K
|
655
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Hestia Capital Management, LLC
Cranberry Township, PA |
BUY
|
PUT |
3.2KNew |
$1.49M - $1.82M
|
3.2K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
76New |
$35.5K - $43.2K
|
76
$35.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-800- 53.84% |
$373K - $455K
|
686
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.3KNew |
$607K - $740K
|
1.3K
$615K
|