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 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.13% |
$255K - $302K
|
10.7K
$4.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
134+ 15.67% |
$32K - $38K
|
989
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9New |
$2.15K - $2.55K
|
9
$4.18K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
170New |
$40.6K - $48.1K
|
170
$79K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
469New |
$112K - $133K
|
469
$218K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.17KNew |
$757K - $899K
|
3.17K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$1.19K - $1.42K
|
5
$2.32K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.48K- 9.72% |
$353K - $419K
|
13.7K
$6.38M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
137New |
$32.7K - $38.8K
|
137
$63.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16New |
$3.82K - $4.53K
|
16
$7.44K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
105+ 42.86% |
$25.1K - $29.7K
|
350
$163K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
65New |
$15.5K - $18.4K
|
65
$30.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-27- 2.3% |
$6.44K - $7.65K
|
1.15K
$533K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
41New |
$9.78K - $11.6K
|
41
$19.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3New |
$716 - $850
|
3
$1.39K
|
|
| Q3 2022 | |||||||
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.8KClosed |
$3.8M - $4.81M
|
0
$0
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 78.72% |
$17.8K - $22.6K
|
20
$9.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.65KNew |
$878K - $1.11M
|
3.65K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-919- 37.36% |
$221K - $280K
|
1.54K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
1.39KNew |
$334K - $423K
|
1.39K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.48K+ 98.15% |
$358K - $453K
|
3K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
29.6K+ 753.4% |
$7.13M - $9.02M
|
33.5K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-4.21K- 5.61% |
$1.01M - $1.28M
|
70.7K
$32.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.96K+ 4.66% |
$1.68M - $2.12M
|
156K
$72.7M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
75New |
$18.1K - $22.9K
|
75
$34.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
3.85K+ 458.76% |
$928K - $1.17M
|
4.69K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.6K+ 15.8% |
$627K - $793K
|
19.1K
$8.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
4.1KNew |
$988K - $1.25M
|
4.1K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
3.01KNew |
$724K - $917K
|
3.01K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-415- 7.33% |
$100K - $127K
|
5.24K
$2.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
23.9KNew |
$5.76M - $7.29M
|
23.9K
$11.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20New |
$4.82K - $6.1K
|
20
$9.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
11+ 0.73% |
$2.65K - $3.36K
|
1.51K
$702K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$1.93K - $2.44K
|
8
$3.72K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19New |
$4.58K - $5.8K
|
19
$8.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-994- 19.88% |
$240K - $303K
|
4.01K
$1.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-900- 32.49% |
$217K - $275K
|
1.87K
$869K
|
|
|
Nov 03, 2022
Q3 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
1.45KNew |
$349K - $441K
|
1.45K
$673K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.17KNew |
$1.97M - $2.49M
|
8.17K
$3.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
74New |
$17.8K - $22.6K
|
74
$34.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
10+ 1000.0% |
$2.41K - $3.05K
|
11
$5.11K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-15- 11.54% |
$3.61K - $4.58K
|
115
$53.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 80.0% |
$2.89K - $3.66K
|
3
$1.39K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
245New |
$59K - $74.7K
|
245
$114K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
9New |
$2.17K - $2.75K
|
9
$4.18K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$5.3K - $6.71K
|
22
$10.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 78.72% |
$17.8K - $22.6K
|
20
$9.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
35New |
$8.43K - $10.7K
|
35
$16.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
23New |
$5.54K - $7.02K
|
23
$10.7K
|
|