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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
913+ 11.26% |
$345K - $401K
|
9.02K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
986New |
$373K - $433K
|
986
$466K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-51- 9.86% |
$19.3K - $22.4K
|
466
$220K
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
701New |
$265K - $308K
|
701
$332K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
642New |
$243K - $282K
|
642
$304K
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.93KNew |
$728K - $847K
|
1.93K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-119- 22.12% |
$45K - $52.3K
|
419
$198K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-75- 3.46% |
$28.3K - $33K
|
2.09K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-894- 37.98% |
$338K - $393K
|
1.46K
$691K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.2KNew |
$454K - $528K
|
1.2K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19- 0.65% |
$7.18K - $8.35K
|
2.9K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
857+ 22.88% |
$324K - $377K
|
4.6K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
955New |
$361K - $420K
|
955
$452K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
15New |
$5.67K - $6.59K
|
15
$7.1K
|
|
|
May 13, 2024
Q1 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.92K+ 27.54% |
$726K - $845K
|
8.9K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.32K- 9.43% |
$1.63M - $1.9M
|
41.5K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32+ 5.95% |
$12.1K - $14.1K
|
570
$270K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71New |
$26.8K - $31.2K
|
71
$33.6K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-129- 13.92% |
$48.8K - $56.7K
|
798
$377K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.9K+ 6.69% |
$719K - $836K
|
30.3K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 2.33% |
$378 - $440
|
44
$20.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 85.76% |
$9.8M - $11.4M
|
4.31K
$2.04M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-20- 3.45% |
$7.56K - $8.79K
|
559
$264K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-675- 19.6% |
$255K - $297K
|
2.77K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.12KNew |
$423K - $492K
|
1.12K
$530K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.13KNew |
$428K - $498K
|
1.13K
$535K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
860New |
$325K - $378K
|
860
$407K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-759- 35.94% |
$287K - $334K
|
1.35K
$640K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
133New |
$50.3K - $58.5K
|
133
$62.9K
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-670- 56.4% |
$253K - $294K
|
518
$245K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
30+ 52.63% |
$11.3K - $13.2K
|
87
$41.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
50+ 6.87% |
$18.9K - $22K
|
778
$368K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
329New |
$124K - $145K
|
329
$156K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$378 - $440
|
1
$473
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.93KNew |
$1.11M - $1.29M
|
2.93K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$1.89K - $2.2K
|
5
$2.37K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
13New |
$4.91K - $5.71K
|
13
$6.15K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-18- 3.47% |
$6.8K - $7.91K
|
501
$237K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-489- 34.17% |
$185K - $215K
|
942
$446K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
37+ 1.56% |
$14K - $16.3K
|
2.4K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-98- 37.55% |
$37K - $43.1K
|
163
$77.1K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
59New |
$22.3K - $25.9K
|
59
$27.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
8+ 1.04% |
$3.02K - $3.52K
|
776
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.18K+ 460.13% |
$824K - $959K
|
2.66K
$1.26M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-215- 15.17% |
$81.3K - $94.5K
|
1.2K
$569K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
18.2K+ 16.92% |
$6.21M - $7.82M
|
126K
$59.6M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-91- 98.91% |
$31K - $39K
|
1
$473
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3New |
$1.02K - $1.29K
|
3
$1.42K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$35.4K - $44.6K
|
104
$49.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
8.31K+ 17.43% |
$2.83M - $3.56M
|
56K
$26.5M
|
|