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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
453New |
$180K - $222K
|
453
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
14New |
$5.56K - $6.87K
|
14
$6.62K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.45K- 12.67% |
$575K - $711K
|
9.99K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
379+ 0.38% |
$150K - $186K
|
101K
$48M
|
|
|
Aug 09, 2024
Q2 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
8.5KNew |
$3.37M - $4.17M
|
8.5K
$4.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 7.14% |
$7.94K - $9.82K
|
300
$142K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4New |
$1.59K - $1.96K
|
4
$1.89K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$3.97K - $4.91K
|
10
$4.73K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
38New |
$15.1K - $18.7K
|
38
$18K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
135+ 1350.0% |
$53.6K - $66.3K
|
145
$68.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
807New |
$320K - $396K
|
807
$382K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$4.37K - $5.4K
|
11
$5.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-10- 22.22% |
$3.97K - $4.91K
|
35
$16.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
8.12KNew |
$3.22M - $3.99M
|
8.12K
$3.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-6- 85.71% |
$2.38K - $2.95K
|
1
$473
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-9- 25.71% |
$3.57K - $4.42K
|
26
$12.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
525New |
$208K - $258K
|
525
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 33.33% |
$1.19K - $1.47K
|
12
$5.68K
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.99KNew |
$1.58M - $1.96M
|
3.99K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
685New |
$272K - $336K
|
685
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-129- 11.92% |
$51.2K - $63.3K
|
953
$451K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$397 - $491
|
6
$2.84K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
39New |
$15.5K - $19.1K
|
39
$18.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$1.59K - $1.96K
|
4
$1.89K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-35- 97.22% |
$13.9K - $17.2K
|
1
$473
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
46+ 13.53% |
$18.3K - $22.6K
|
386
$183K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$4.76K - $5.89K
|
12
$5.68K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26New |
$10.3K - $12.8K
|
26
$12.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
131+ 24.58% |
$52K - $64.3K
|
664
$314K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
234New |
$92.9K - $115K
|
234
$111K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10New |
$3.97K - $4.91K
|
10
$4.73K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
11New |
$4.37K - $5.4K
|
11
$5.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-515- 18.97% |
$204K - $253K
|
2.2K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
621New |
$246K - $305K
|
621
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
19+ 1.96% |
$7.54K - $9.33K
|
989
$468K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 17.14% |
$2.38K - $2.95K
|
29
$13.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1- 0.16% |
$397 - $491
|
639
$302K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7New |
$2.78K - $3.44K
|
7
$3.31K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 29.03% |
$3.57K - $4.42K
|
22
$10.4K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
14.3KNew |
$5.39M - $6.27M
|
14.3K
$6.75M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
359KNew |
$136M - $158M
|
359K
$170M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.38KNew |
$520K - $605K
|
1.38K
$651K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$4.16K - $4.83K
|
11
$5.2K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$378 - $440
|
1
$473
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-677- 17.83% |
$256K - $298K
|
3.12K
$1.48M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.2KNew |
$831K - $966K
|
2.2K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
8KNew |
$3.02M - $3.52M
|
8K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$6.8K - $7.91K
|
18
$8.51K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.3K- 52.0% |
$491K - $571K
|
1.2K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12.6K- 96.0% |
$4.75M - $5.52M
|
524
$248K
|
|