Latest Institutional Transactions on Watsco Inc (WSO)

WSO Quotes by TradingView

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 04, 2023 Q1 2023
Chase Investment Counsel Corp

BUY
 -
88
+ 9.27%
$22.5K - $28.5K
1.04K $491K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
5
New
$1.28K - $1.62K
5 $2.37K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1
+ 2.08%
$256 - $324
49 $23.2K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
1
+ 3.7%
$256 - $324
28 $13.2K
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
3.42K
New
$873K - $1.11M
3.42K $1.62M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
38
New
$9.71K - $12.3K
38 $18K
Apr 27, 2023 Q1 2023
Oak Thistle LLC

BUY
 -
759
New
$194K - $246K
759 $359K
Apr 24, 2023 Q1 2023
Levin Capital Strategies, L.P.

New York, NY
BUY
 -
800
New
$204K - $259K
800 $378K
Apr 17, 2023 Q1 2023
Covea Finance

BUY
 -
3.8K
New
$971K - $1.23M
3.8K $1.8M
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
15
New
$3.83K - $4.86K
15 $7.1K
Q4 2022
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
292
New
$69.7K - $82.7K
292 $138K
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
22
New
$5.25K - $6.23K
22 $10.4K
Feb 14, 2023 Q4 2022
Magnetar Financial LLC

Evanston, IL
BUY
 -
4.25K
New
$1.01M - $1.2M
4.25K $2.01M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
3
New
$716 - $850
3 $1.42K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
28
+ 15.14%
$6.68K - $7.93K
213 $101K
Feb 14, 2023 Q4 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
15
New
$3.58K - $4.25K
15 $7.1K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
542K
New
$129M - $154M
542K $257M
Feb 14, 2023 Q4 2022
Lrt Capital Management, LLC

Austin, TX
BUY
 -
1.68K
+ 11.41%
$402K - $477K
16.4K $7.78M
Feb 14, 2023 Q4 2022
Adage Capital Partners Gp, L.L.C.

Boston, MA
SELL
 -
-65.9K
- 68.68%
$15.7M - $18.7M
30.1K $14.2M
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-1.12K
- 99.55%
$266K - $316K
5 $2.37K
Feb 14, 2023 Q4 2022
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
806
New
$192K - $228K
806 $381K
Feb 14, 2023 Q4 2022
Point72 Middle East Fze

Stamford, CT
BUY
 -
1.64K
New
$392K - $465K
1.64K $777K
Feb 13, 2023 Q4 2022
Paradigm Asset Management CO LLC

BUY
 -
1.5K
+ 93.75%
$358K - $425K
3.1K $1.47M
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
1.07K
+ 11.13%
$255K - $302K
10.7K $5.04M
Feb 13, 2023 Q4 2022
Premier Asset Management LLC

Chicago, IL
BUY
 -
134
+ 15.67%
$32K - $38K
989 $468K
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
9
New
$2.15K - $2.55K
9 $4.26K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
170
New
$40.6K - $48.1K
170 $80.4K
Feb 09, 2023 Q4 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
469
New
$112K - $133K
469 $222K
Feb 08, 2023 Q4 2022
Trust Investment Advisors

BUY
 -
3.17K
New
$757K - $899K
3.17K $1.5M
Feb 07, 2023 Q4 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
5
New
$1.19K - $1.42K
5 $2.37K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-1.48K
- 9.72%
$353K - $419K
13.7K $6.49M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
137
New
$32.7K - $38.8K
137 $64.8K
Feb 03, 2023 Q4 2022
Western Pacific Wealth Management, LP

BUY
 -
16
New
$3.82K - $4.53K
16 $7.57K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
105
+ 42.86%
$25.1K - $29.7K
350 $166K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
65
New
$15.5K - $18.4K
65 $30.7K
Jan 17, 2023 Q4 2022
Insight Folios Inc

SELL
 -
-27
- 2.3%
$6.44K - $7.65K
1.15K $543K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
41
New
$9.78K - $11.6K
41 $19.4K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
3
New
$716 - $850
3 $1.42K
Q3 2022
Apr 14, 2025 Q3 2022
Cooper Investors Pty LTD

Melbourne, Victoria, C3
BUY
 -
10.1K
New
$2.43M - $3.08M
10.1K $4.78M
Oct 02, 2024 Q3 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-15.8K
Closed
$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 $9.46K
Nov 14, 2022 Q3 2022
Advisor Shares Investments LLC

Bethesda, MD
BUY
 -
3.65K
New
$878K - $1.11M
3.65K $1.72M
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-919
- 37.36%
$221K - $280K
1.54K $729K
Nov 14, 2022 Q3 2022
Concentric Capital Strategies, LP

Stamford, CT
BUY
 -
1.39K
New
$334K - $423K
1.39K $656K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
1.48K
+ 98.15%
$358K - $453K
3K $1.42M
Nov 14, 2022 Q3 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
BUY
 -
29.6K
+ 753.4%
$7.13M - $9.02M
33.5K $15.8M
Nov 14, 2022 Q3 2022
Ninety One Uk LTD

London, X0
SELL
 -
-4.21K
- 5.61%
$1.01M - $1.28M
70.7K $33.4M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
6.96K
+ 4.66%
$1.68M - $2.12M
156K $74M
Nov 14, 2022 Q3 2022
De Burlo Group Inc

Boston, MA
BUY
 -
75
New
$18.1K - $22.9K
75 $35.5K

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