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 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
568New |
$171K - $217K
|
568
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 34.51% |
$2.12M - $2.68M
|
13.3K
$6.31M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18+ 31.03% |
$5.43K - $6.87K
|
76
$35.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
627New |
$189K - $239K
|
627
$297K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.51K+ 203.98% |
$2.57M - $3.25M
|
12.7K
$6M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-10.6K- 45.93% |
$3.19M - $4.03M
|
12.4K
$5.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$3.02K - $3.81K
|
10
$4.73K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3- 0.25% |
$906 - $1.14K
|
1.17K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
11+ 12.64% |
$3.32K - $4.2K
|
98
$46.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.71KNew |
$2.33M - $2.94M
|
7.71K
$3.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.15KNew |
$346K - $437K
|
1.15K
$542K
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
584+ 69.36% |
$176K - $223K
|
1.43K
$675K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
574New |
$173K - $219K
|
574
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-7.51K- 10.54% |
$2.27M - $2.87M
|
63.8K
$30.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.46K- 2.81% |
$442K - $558K
|
50.7K
$24M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9New |
$2.72K - $3.43K
|
9
$4.26K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
17+ 11.33% |
$5.13K - $6.48K
|
167
$79K
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-260- 0.84% |
$78.5K - $99.2K
|
30.6K
$14.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-54- 4.4% |
$16.3K - $20.6K
|
1.17K
$555K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
42New |
$12.7K - $16K
|
42
$19.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
78+ 3.26% |
$23.5K - $29.8K
|
2.47K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.1KNew |
$3.66M - $4.62M
|
12.1K
$5.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.34% |
$7.85K - $9.92K
|
7.68K
$3.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1- 0.99% |
$302 - $381
|
100
$47.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
11New |
$3.32K - $4.2K
|
11
$5.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-28- 2.79% |
$8.45K - $10.7K
|
975
$461K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
30New |
$9.06K - $11.4K
|
30
$14.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$302K - $381K
|
1K
$473K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$302 - $381
|
5
$2.37K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
106New |
$32K - $40.4K
|
106
$50.1K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.92KNew |
$1M - $1.27M
|
3.92K
$1.86M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 11.63% |
$1.28K - $1.62K
|
38
$18K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
787New |
$201K - $255K
|
787
$372K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$3.07K - $3.89K
|
12
$5.68K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.65KNew |
$1.7M - $2.16M
|
6.65K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$647K - $821K
|
2.53K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
94+ 6.68% |
$24K - $30.5K
|
1.5K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
40KNew |
$10.2M - $13M
|
40K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.63K- 86.02% |
$1.18M - $1.5M
|
752
$356K
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
870New |
$222K - $282K
|
870
$412K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 25.0% |
$1.79K - $2.27K
|
21
$9.93K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.18KNew |
$1.32M - $1.68M
|
5.18K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-863- 99.77% |
$221K - $280K
|
2
$946
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
51+ 26.42% |
$13K - $16.5K
|
244
$115K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
724New |
$185K - $235K
|
724
$342K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.85KNew |
$729K - $925K
|
2.85K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
678New |
$173K - $220K
|
678
$321K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
122New |
$31.2K - $39.5K
|
122
$57.7K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
700New |
$179K - $227K
|
700
$331K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$588K - $745K
|
2.3K
$1.09M
|
|