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 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
63New |
$16.8K - $19.2K
|
63
$30.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-170Closed |
$45.4K - $51.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-6.8KClosed |
$1.82M - $2.08M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
100New |
$26.7K - $30.5K
|
100
$47.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$3.47K - $3.97K
|
13
$6.22K
|
|
|
Aug 13, 2021
Q2 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.37KClosed |
$366K - $419K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.11KClosed |
$1.1M - $1.25M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$359K - $411K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
780New |
$208K - $238K
|
780
$373K
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-346Closed |
$92.5K - $106K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-21Closed |
$5.61K - $6.41K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-21Closed |
$5.61K - $6.41K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-7.37KClosed |
$1.97M - $2.25M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-23Closed |
$6.15K - $7.02K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
645KNew |
$172M - $197M
|
645K
$309M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
2.18KNew |
$582K - $665K
|
2.18K
$1.04M
|
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
BUY
|
- |
400New |
$107K - $122K
|
400
$191K
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-450Closed |
$120K - $137K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-793Closed |
$212K - $242K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-36Closed |
$9.62K - $11K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-26Closed |
$6.95K - $7.94K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-3.31KClosed |
$746K - $863K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-56Closed |
$12.6K - $14.6K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.19KClosed |
$269K - $311K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-17.5KClosed |
$3.95M - $4.57M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.8KClosed |
$406K - $469K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-18Closed |
$4.06K - $4.69K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-30Closed |
$6.77K - $7.82K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-200Closed |
$45.1K - $52.2K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.6KClosed |
$2.16M - $2.5M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4Closed |
$902 - $1.04K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Connable Office Inc
|
SELL
|
- |
-970Closed |
$219K - $253K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-3.2KClosed |
$722K - $834K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1Closed |
$226 - $261
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9Closed |
$2.03K - $2.35K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-2.31KClosed |
$522K - $603K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-54Closed |
$12.2K - $14.1K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-18Closed |
$4.06K - $4.69K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-11Closed |
$2.4K - $2.66K
|
0
$0
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-31Closed |
$6.76K - $7.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-18- 21.95% |
$3.92K - $4.36K
|
64
$30.6K
|
|
|
Jan 29, 2021
Q4 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-7Closed |
$1.53K - $1.69K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
66New |
$14.4K - $16K
|
66
$31.6K
|
|
|
Jan 25, 2021
Q4 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11Closed |
$2.4K - $2.66K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-57.1KClosed |
$12.4M - $13.8M
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
First Financial Corp
|
SELL
|
- |
-31Closed |
$6.76K - $7.5K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
SELL
|
- |
-862Closed |
$188K - $209K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-11Closed |
$1.96K - $2.74K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-24.9KClosed |
$4.43M - $6.19M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
20New |
$3.56K - $4.97K
|
20
$9.57K
|
|