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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$895K - $1.09M
|
1.92K
$908K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 63.8% |
$402K - $490K
|
489
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53+ 8.53% |
$24.7K - $30.1K
|
674
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.9KNew |
$11.2M - $13.6M
|
23.9K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-40- 17.78% |
$18.7K - $22.8K
|
185
$87.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$933 - $1.14K
|
2
$946
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
18New |
$8.4K - $10.2K
|
18
$8.51K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16New |
$7.47K - $9.1K
|
16
$7.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
526New |
$245K - $299K
|
526
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10- 0.2% |
$4.67K - $5.69K
|
5.11K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-10- 1.75% |
$4.67K - $5.69K
|
560
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
190New |
$88.6K - $108K
|
190
$89.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.09KNew |
$2.38M - $2.9M
|
5.09K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 25.0% |
$933 - $1.14K
|
6
$2.84K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
8+ 0.52% |
$3.73K - $4.55K
|
1.55K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
96+ 6.71% |
$44.8K - $54.6K
|
1.53K
$722K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$2.33K - $2.84K
|
5
$2.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 0.67% |
$3.27K - $3.98K
|
1.04K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22KNew |
$10.3M - $12.5M
|
22K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-51- 60.71% |
$23.8K - $29K
|
33
$15.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$3.27K - $3.98K
|
7
$3.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-23- 1.42% |
$10.7K - $13.1K
|
1.59K
$754K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$13.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-809- 20.59% |
$377K - $460K
|
3.12K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 12.38% |
$18.2K - $22.2K
|
276
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
52+ 8.4% |
$24.3K - $29.6K
|
671
$317K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-27- 7.76% |
$12.6K - $15.4K
|
321
$152K
|
|
|
Jan 10, 2025
Q4 2024
|
Caledonia Investments PLC
|
SELL
|
- |
-5K- 2.51% |
$2.33M - $2.84M
|
194K
$92M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
46+ 1.05% |
$21.5K - $26.2K
|
4.44K
$2.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
940New |
$439K - $535K
|
940
$445K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
169+ 36.19% |
$75.8K - $87.9K
|
636
$301K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 41.67% |
$2.24K - $2.6K
|
7
$3.31K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.2KNew |
$536K - $621K
|
1.2K
$565K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.35K- 58.98% |
$606K - $702K
|
939
$444K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$18.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 2.7% |
$449 - $520
|
38
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
73.8KNew |
$33.1M - $38.4M
|
73.8K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-50- 10.1% |
$22.4K - $26K
|
445
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.2KNew |
$1.88M - $2.18M
|
4.2K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-278- 27.07% |
$125K - $145K
|
749
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
458New |
$206K - $238K
|
458
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
33+ 57.89% |
$14.8K - $17.2K
|
90
$42.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-74- 2.85% |
$33.2K - $38.5K
|
2.52K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8.79K- 95.42% |
$3.94M - $4.57M
|
422
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
400+ 80.0% |
$179K - $208K
|
900
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
513New |
$230K - $267K
|
513
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
769+ 16.91% |
$345K - $400K
|
5.32K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
15KNew |
$6.73M - $7.8M
|
15K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.04KNew |
$467K - $541K
|
1.04K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
6KNew |
$2.69M - $3.12M
|
6K
$2.84M
|
|