Latest Institutional Transactions on Watsco Inc (WSO)

WSO Quotes by TradingView

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
Nov 13, 2024 Q3 2023
Norges Bank

Oslo, Q8
BUY
 -
330K
New
$112M - $125M
330K $153M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
1.2K
New
$408K - $455K
1.2K $556K
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

SELL
 -
-4
- 26.67%
$1.36K - $1.52K
11 $5.11K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
5
New
$1.71K - $1.9K
5 $2.32K
Nov 14, 2023 Q3 2023
Icon Wealth Partners, LLC

SELL
 -
-32
- 2.32%
$10.9K - $12.2K
1.35K $628K
Nov 14, 2023 Q3 2023
Twin Tree Management, LP

Dallas, TX
BUY
 -
9.56K
New
$3.26M - $3.64M
9.56K $4.44M
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-2
- 0.09%
$682 - $761
2.13K $988K
Nov 14, 2023 Q3 2023
Weiss Multi Strategy Advisers LLC

New York, NY
BUY
 -
15.5K
New
$5.29M - $5.91M
15.5K $7.22M
Nov 14, 2023 Q3 2023
Diametric Capital, LP

Boston, MA
BUY
 -
514
+ 79.69%
$175K - $196K
1.16K $539K
Nov 14, 2023 Q3 2023
Summit Partners Public Asset Management, LLC

Boston, MA
BUY
 CALL
16K
New
$5.46M - $6.09M
16K $7.44M
Nov 14, 2023 Q3 2023
Quantamental Technologies LLC

White Plains, NY
BUY
 -
180
+ 17.72%
$61.4K - $68.5K
1.2K $556K
Nov 14, 2023 Q3 2023
Inceptionr LLC

Lafayette, CA
BUY
 -
1.24K
New
$424K - $473K
1.24K $578K
Nov 14, 2023 Q3 2023
Greenland Capital Management LP

New York, NY
BUY
 PUT
5K
New
$1.71M - $1.9M
5K $2.32M
Nov 14, 2023 Q3 2023
Point State Capital LP

New York, NY
SELL
 PUT
-150K
- 40.0%
$51.2M - $57.1M
225K $105M
Nov 14, 2023 Q3 2023
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
BUY
 -
407
+ 8.05%
$139K - $155K
5.46K $2.54M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
31K
New
$10.6M - $11.8M
31K $14.4M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
318
New
$108K - $121K
318 $148K
Nov 13, 2023 Q3 2023
Xtx Topco LTD

London, X0
SELL
 -
-359
- 15.55%
$122K - $137K
1.95K $906K
Nov 13, 2023 Q3 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
SELL
 -
-119
- 12.67%
$40.6K - $45.3K
820 $381K
Nov 13, 2023 Q3 2023
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
BUY
 -
13
New
$4.43K - $4.94K
13 $6.04K
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
1.37K
New
$467K - $521K
1.37K $637K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
15
New
$5.12K - $5.71K
15 $6.97K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
28
New
$9.55K - $10.7K
28 $13K
Nov 07, 2023 Q3 2023
Dorsey Wright & Associates

BUY
 -
10
+ 1.43%
$3.41K - $3.8K
707 $329K
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
821
New
$280K - $312K
821 $382K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.82K
+ 2.42%
$1.64M - $1.83M
204K $94.7M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
553
New
$189K - $210K
553 $257K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
170
New
$58K - $64.7K
170 $79K
Nov 02, 2023 Q3 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
SELL
 -
-249
- 59.0%
$84.9K - $94.7K
173 $80.4K
Nov 02, 2023 Q3 2023
Gitterman Wealth Management, LLC

BUY
 -
1
+ 0.14%
$341 - $380
691 $321K
Nov 02, 2023 Q3 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
11
+ 1.07%
$3.75K - $4.18K
1.04K $483K
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
646
New
$220K - $246K
646 $300K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
359
New
$122K - $137K
359 $167K
Oct 31, 2023 Q3 2023
Genus Capital Management Inc.

Vancouver, A1
BUY
 -
40
+ 0.33%
$13.6K - $15.2K
12.1K $5.64M
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
3
New
$1.02K - $1.14K
3 $1.39K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
32
New
$10.9K - $12.2K
32 $14.9K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
10
+ 0.43%
$3.41K - $3.8K
2.33K $1.08M
Oct 25, 2023 Q3 2023
Wealth Management Solutions, LLC

SELL
 -
-15
- 2.54%
$5.12K - $5.71K
575 $267K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

SELL
 -
-20
- 95.24%
$6.82K - $7.61K
1 $465
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

BUY
 -
601
New
$205K - $229K
601 $279K
Oct 23, 2023 Q3 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
SELL
 -
-500
Closed
$171K - $190K
0 $0
Oct 23, 2023 Q3 2023
Nixon Peabody Trust CO

Boston, MA
BUY
 -
600
New
$205K - $228K
600 $279K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
19
New
$6.48K - $7.23K
19 $8.83K
Oct 17, 2023 Q3 2023
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 -
-925
- 62.93%
$315K - $352K
545 $253K
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
37
+ 5.11%
$12.6K - $14.1K
761 $354K
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
1.5K
New
$512K - $571K
1.5K $697K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
23
New
$7.84K - $8.75K
23 $10.7K
Q2 2023
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
453
New
$137K - $173K
453 $211K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-18
- 40.0%
$5.43K - $6.87K
27 $12.6K

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