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 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-684Closed |
$155K - $209K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-915Closed |
$208K - $280K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$12.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11.4K+ 43.23% |
$2.59M - $3.49M
|
37.9K
$18.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-863Closed |
$196K - $264K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-10.8KClosed |
$2.45M - $3.29M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-12Closed |
$2.72K - $3.67K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
217+ 14.37% |
$49.2K - $66.3K
|
1.73K
$827K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8Closed |
$1.82K - $2.44K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1KNew |
$227K - $306K
|
1K
$479K
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1K- 9.22% |
$227K - $306K
|
9.85K
$4.71M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.02KClosed |
$232K - $312K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.02K- 23.36% |
$231K - $311K
|
3.34K
$1.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-73- 91.25% |
$16.6K - $22.3K
|
7
$3.35K
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.59K+ 67.39% |
$1.04M - $1.4M
|
11.4K
$5.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-54- 43.55% |
$12.3K - $16.5K
|
70
$33.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4- 17.39% |
$908 - $1.22K
|
19
$9.09K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20- 66.67% |
$4.54K - $6.11K
|
10
$4.79K
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-13- 1.26% |
$2.95K - $3.97K
|
1.02K
$489K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
60+ 66.67% |
$13.6K - $18.3K
|
150
$71.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-65Closed |
$14.8K - $19.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Robeco Schweiz Ag
|
BUY
|
- |
7.7KNew |
$1.75M - $2.35M
|
7.7K
$3.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-740Closed |
$168K - $226K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-10Closed |
$2.27K - $3.06K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18New |
$4.08K - $5.5K
|
18
$8.61K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-179Closed |
$40.6K - $54.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
298New |
$67.6K - $91K
|
298
$143K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.63KNew |
$824K - $1.11M
|
3.63K
$1.74M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-21.4KClosed |
$4.86M - $6.55M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 26.6% |
$5.67K - $7.64K
|
69
$33K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-101Closed |
$22.9K - $30.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
10.6KNew |
$2.4M - $3.23M
|
10.6K
$5.06M
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-11.8KClosed |
$2.69M - $3.62M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
80New |
$18.2K - $24.4K
|
80
$38.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
106New |
$24.1K - $32.4K
|
106
$50.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 1.69% |
$227 - $306
|
58
$27.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
603New |
$137K - $184K
|
603
$289K
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-7.89KClosed |
$1.79M - $2.41M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-939Closed |
$213K - $287K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$12.4K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-9.79K- 98.44% |
$2.51M - $3.05M
|
155
$74.2K
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-791Closed |
$203K - $246K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-22.7KClosed |
$5.82M - $7.07M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-743Closed |
$190K - $231K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-433Closed |
$111K - $135K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-726Closed |
$186K - $226K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.94KClosed |
$498K - $605K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-36Closed |
$9.23K - $11.2K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-851Closed |
$218K - $265K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-1.1K- 18.03% |
$282K - $342K
|
5K
$2.39M
|
|