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
Jan 25, 2021 Q4 2020
Proffitt & Goodson Inc

SELL
 -
-11
Closed
$2.4K - $2.66K
0 $0
Jan 19, 2021 Q4 2020
Frontier Capital Management CO LLC

SELL
 -
-57.1K
Closed
$12.4M - $13.8M
0 $0
Jan 15, 2021 Q4 2020
First Financial Corp

SELL
 -
-31
Closed
$6.76K - $7.5K
0 $0
Jan 13, 2021 Q4 2020
Brookstone Capital Management

SELL
 -
-862
Closed
$188K - $209K
0 $0
Q3 2020
Nov 19, 2020 Q3 2020
Tru Independence LLC

SELL
 -
-11
Closed
$1.96K - $2.74K
0 $0
Nov 16, 2020 Q3 2020
Sg Capital Management LLC

Chicago, IL
SELL
 -
-24.9K
Closed
$4.43M - $6.19M
0 $0
Nov 16, 2020 Q3 2020
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
20
New
$3.56K - $4.97K
20 $9.3K
Nov 16, 2020 Q3 2020
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-19
Closed
$3.38K - $4.72K
0 $0
Nov 13, 2020 Q3 2020
Aspire Private Capital, LLC

BUY
 -
18
New
$3.2K - $4.48K
18 $8.37K
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-119
Closed
$21.2K - $29.6K
0 $0
Nov 09, 2020 Q3 2020
Quantitative Systematic Strategies LLC

SELL
 -
-5.15K
Closed
$917K - $1.28M
0 $0
Nov 05, 2020 Q3 2020
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-3
Closed
$534 - $746
0 $0
Nov 04, 2020 Q3 2020
Dc Investments Management, LLC

Mclean, VA
SELL
 -
-1.92K
Closed
$342K - $477K
0 $0
Oct 29, 2020 Q3 2020
Dupont Capital Management Corp

SELL
 -
-853
Closed
$152K - $212K
0 $0
Oct 19, 2020 Q3 2020
Scharf Investments, LLC

SELL
 -
-65.4K
Closed
$11.6M - $16.3M
0 $0
Oct 13, 2020 Q3 2020
Cx Institutional

SELL
 -
-9
Closed
$1.6K - $2.24K
0 $0
Oct 09, 2020 Q3 2020
Hall Laurie J Trustee

SELL
 -
-35
- 36.84%
$6.23K - $8.7K
60 $27.9K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-130
- 57.02%
$18.9K - $23.6K
98 $45.6K
Aug 14, 2020 Q2 2020
Pinz Capital Management, LP

New York, NY
SELL
 -
-400
Closed
$58.2K - $72.6K
0 $0
Aug 13, 2020 Q2 2020
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-3.81K
Closed
$554K - $692K
0 $0
Aug 06, 2020 Q2 2020
Mufg Americas Holdings Corp

SELL
 -
-106
Closed
$15.4K - $19.2K
0 $0
Jul 31, 2020 Q2 2020
Harvest Group Wealth Management, LLC

SELL
 -
-1
Closed
$145 - $182
0 $0
Jul 31, 2020 Q2 2020
Ballentine Partners, LLC

Waltham, MA
SELL
 -
-2.03K
Closed
$296K - $369K
0 $0
Jul 29, 2020 Q2 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-13
Closed
$1.89K - $2.36K
0 $0
Jul 20, 2020 Q2 2020
Valeo Financial Advisors, LLC

BUY
 CALL
800
New
$116K - $145K
800 $372K
Jul 13, 2020 Q2 2020
Arlington Partners LLC

SELL
 -
-8
Closed
$1.16K - $1.45K
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-6.13K
Closed
$892K - $1.11M
0 $0
Q1 2020
May 15, 2020 Q1 2020
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-729K
Closed
$101M - $133M
0 $0
May 14, 2020 Q1 2020
Estabrook Capital Management

New York, NY
BUY
 -
291
New
$40.3K - $53.2K
291 $135K
May 14, 2020 Q1 2020
Fiduciary Management Inc

Milwaukee, WI
SELL
 -
-271K
Closed
$37.5M - $49.5M
0 $0
May 08, 2020 Q1 2020
Royal Fund Management, LLC

SELL
 -
-9
Closed
$1.25K - $1.65K
0 $0
May 07, 2020 Q1 2020
Bourgeon Capital Management LLC

BUY
 -
10
New
$1.38K - $1.83K
10 $4.65K
May 07, 2020 Q1 2020
Personal Wealth Partners

Bloomington, MN
SELL
 -
-1
Closed
$138 - $183
0 $0
May 05, 2020 Q1 2020
Stone Ridge Asset Management LLC

SELL
 -
-7.21K
Closed
$997K - $1.32M
0 $0
Apr 30, 2020 Q1 2020
Opus Capital Group, LLC

SELL
 -
-1.12K
Closed
$155K - $204K
0 $0
Apr 30, 2020 Q1 2020
Personal Cfo Solutions, LLC

SELL
 -
-1.56K
Closed
$215K - $285K
0 $0
Apr 29, 2020 Q1 2020
Yorktown Management & Research CO Inc

SELL
 -
-3.4K
Closed
$471K - $622K
0 $0
Apr 28, 2020 Q1 2020
Capital Wealth Alliance, LLC

SELL
 -
-8
Closed
$1.11K - $1.46K
0 $0
Apr 23, 2020 Q1 2020
Centerpoint Advisors, LLC

SELL
 -
-14
Closed
$1.94K - $2.56K
0 $0
Apr 23, 2020 Q1 2020
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-14
Closed
$1.94K - $2.56K
0 $0
Apr 21, 2020 Q1 2020
Stevens Capital Management LP

Radnor, PA
SELL
 -
-1.18K
Closed
$163K - $216K
0 $0
Apr 17, 2020 Q1 2020
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-9
- 33.33%
$1.25K - $1.65K
18 $8.37K
Apr 09, 2020 Q1 2020
Legacy Bridge, LLC

BUY
 -
40
New
$5.54K - $7.31K
40 $18.6K
Apr 08, 2020 Q1 2020
Hotaling Investment Management, LLC

Wayne, PA
SELL
 -
-1.26K
Closed
$174K - $230K
0 $0
Q4 2019
Feb 18, 2020 Q4 2019
Noked Capital LTD

Tel Aviv, L3
SELL
 -
-2.1K
Closed
$337K - $382K
0 $0
Feb 18, 2020 Q4 2019
Noked Israel LTD

Ramat Hasharon, L3
SELL
 -
-2.1K
Closed
$337K - $382K
0 $0
Feb 14, 2020 Q4 2019
Financial Architects, Inc

Marlton, NJ
SELL
 -
-4
Closed
$641 - $728
0 $0
Feb 14, 2020 Q4 2019
Grandeur Peak Global Advisors, LLC

Salt Lake City, UT
SELL
 -
-6.33K
Closed
$1.01M - $1.15M
0 $0
Feb 13, 2020 Q4 2019
Hilton Capital Management, LLC

SELL
 -
-559
Closed
$89.6K - $102K
0 $0

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