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 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
43+ 537.5% |
$14.6K - $18.4K
|
51
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.84K+ 243.56% |
$1.31M - $1.65M
|
5.41K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$7.44M - $9.38M
|
21.9K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
106KNew |
$36.2M - $45.6M
|
106K
$50.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.1KNew |
$375K - $472K
|
1.1K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
585New |
$199K - $251K
|
585
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.83KNew |
$623K - $786K
|
1.83K
$866K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
47New |
$16K - $20.2K
|
47
$22.2K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.68% |
$341 - $429
|
147
$69.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.85KNew |
$631K - $795K
|
1.85K
$877K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.13K+ 113100.0% |
$385K - $485K
|
1.13K
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
57New |
$19.4K - $24.5K
|
57
$27K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
500New |
$170K - $215K
|
500
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8New |
$2.72K - $3.43K
|
8
$3.78K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-252- 6.31% |
$85.8K - $108K
|
3.74K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
11.2KNew |
$3.83M - $4.82M
|
11.2K
$5.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-184- 2.57% |
$62.7K - $78.9K
|
6.97K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59New |
$20.1K - $25.3K
|
59
$27.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
526New |
$179K - $226K
|
526
$249K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$2.38K - $3K
|
7
$3.31K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3+ 1.23% |
$1.02K - $1.29K
|
246
$116K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.75KNew |
$597K - $752K
|
1.75K
$829K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6+ 0.98% |
$2.04K - $2.57K
|
619
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2New |
$681 - $858
|
2
$946
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
600New |
$204K - $257K
|
600
$284K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-113- 7.55% |
$38.5K - $48.5K
|
1.38K
$655K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
171+ 6.71% |
$58.2K - $73.4K
|
2.72K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
484New |
$165K - $208K
|
484
$229K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-114- 18.94% |
$38.8K - $48.9K
|
488
$231K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.67KClosed |
$570K - $718K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
567New |
$193K - $243K
|
567
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10- 1.58% |
$3.41K - $4.29K
|
621
$294K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
74New |
$25.2K - $31.7K
|
74
$35K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-158- 7.19% |
$53.8K - $67.8K
|
2.04K
$965K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2New |
$681 - $858
|
2
$946
|
|
| Q3 2023 | |||||||
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
682New |
$233K - $259K
|
682
$323K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 26.67% |
$1.36K - $1.52K
|
11
$5.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-32- 2.32% |
$10.9K - $12.2K
|
1.35K
$639K
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
9.56KNew |
$3.26M - $3.64M
|
9.56K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
15.5KNew |
$5.29M - $5.91M
|
15.5K
$7.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
514+ 79.69% |
$175K - $196K
|
1.16K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
16KNew |
$5.46M - $6.09M
|
16K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
30.9KNew |
$10.5M - $11.8M
|
30.9K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
180+ 17.72% |
$61.4K - $68.5K
|
1.2K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.24KNew |
$424K - $473K
|
1.24K
$588K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
5KNew |
$1.71M - $1.9M
|
5K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Point State Capital LP
New York, NY |
SELL
|
PUT |
-150K- 40.0% |
$51.2M - $57.1M
|
225K
$106M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
31KNew |
$10.6M - $11.8M
|
31K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
318New |
$108K - $121K
|
318
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-119- 12.67% |
$40.6K - $45.3K
|
820
$388K
|
|