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
Aug 03, 2022 Q2 2022
Unigestion Holding Sa

SELL
 -
-740
Closed
$168K - $226K
0 $0
Jul 29, 2022 Q2 2022
Albion Financial Group

SELL
 -
-10
Closed
$2.27K - $3.06K
0 $0
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
18
New
$4.08K - $5.5K
18 $8.51K
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-179
Closed
$40.6K - $54.7K
0 $0
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
298
New
$67.6K - $91K
298 $141K
Jul 25, 2022 Q2 2022
Fortem Financial Group, LLC

BUY
 -
3.63K
New
$824K - $1.11M
3.63K $1.72M
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

SELL
 -
-21.4K
Closed
$4.86M - $6.55M
0 $0
Jul 25, 2022 Q2 2022
Washington Trust Advisors, Inc.

SELL
 -
-25
- 26.6%
$5.67K - $7.64K
69 $32.6K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-101
Closed
$22.9K - $30.9K
0 $0
Jul 22, 2022 Q2 2022
High Tower Trust Services, Lta

BUY
 -
10.6K
New
$2.4M - $3.23M
10.6K $5M
Jul 19, 2022 Q2 2022
Hanson & Doremus Investment Management

BUY
 -
80
New
$18.2K - $24.4K
80 $37.8K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
106
New
$24.1K - $32.4K
106 $50.1K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
603
New
$137K - $184K
603 $285K
Jul 12, 2022 Q2 2022
Caliber Wealth Management, LLC

SELL
 -
-7.89K
Closed
$1.79M - $2.41M
0 $0
Jul 12, 2022 Q2 2022
Diversified Trust CO

SELL
 -
-939
Closed
$213K - $287K
0 $0
Jul 06, 2022 Q2 2022
Independence Bank Of Kentucky

BUY
 -
26
New
$5.9K - $7.94K
26 $12.3K
Q1 2022
May 16, 2022 Q1 2022
Delphia (Usa) Inc.

Toronto, A6
SELL
 -
-791
Closed
$203K - $246K
0 $0
May 13, 2022 Q1 2022
Carlson Capital L P

Dallas, TX
SELL
 -
-22.7K
Closed
$5.82M - $7.07M
0 $0
May 13, 2022 Q1 2022
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-743
Closed
$190K - $231K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-433
Closed
$111K - $135K
0 $0
May 13, 2022 Q1 2022
Fort, L.P.

Chevy Chase, MD
SELL
 -
-726
Closed
$186K - $226K
0 $0
May 12, 2022 Q1 2022
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-1.94K
Closed
$498K - $605K
0 $0
May 12, 2022 Q1 2022
Delta Asset Management LLC

Memphis, TN
SELL
 -
-36
Closed
$9.23K - $11.2K
0 $0
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-851
Closed
$218K - $265K
0 $0
May 11, 2022 Q1 2022
Twin Tree Management, LP

Dallas, TX
SELL
 PUT
-1.1K
- 18.03%
$282K - $342K
5K $2.37M
May 11, 2022 Q1 2022
Quantum Capital Management, LLC

Northfield, NJ
SELL
 -
-26.4K
Closed
$6.77M - $8.22M
0 $0
May 10, 2022 Q1 2022
Cna Financial Corp

Chicago, IL
SELL
 -
-10K
Closed
$2.56M - $3.11M
0 $0
May 10, 2022 Q1 2022
Rather & Kittrell, Inc.

Knoxville, TN
SELL
 -
-58
Closed
$14.9K - $18.1K
0 $0
May 09, 2022 Q1 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-179
Closed
$45.9K - $55.7K
0 $0
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-792
Closed
$203K - $247K
0 $0
May 06, 2022 Q1 2022
Sageworth Trust CO

SELL
 -
-20
Closed
$5.13K - $6.23K
0 $0
May 06, 2022 Q1 2022
Sageworth Trust CO Of South Dakota

SELL
 -
-54
- 84.38%
$13.8K - $16.8K
10 $4.73K
May 05, 2022 Q1 2022
Royce & Associates LP

SELL
 -
-22.3K
Closed
$5.71M - $6.93M
0 $0
Apr 29, 2022 Q1 2022
Navellier & Associates Inc

Reno, NV
SELL
 -
-11.4K
Closed
$2.93M - $3.55M
0 $0
Apr 25, 2022 Q1 2022
Radnor Capital Management, LLC

SELL
 -
-1.98K
Closed
$506K - $615K
0 $0
Apr 25, 2022 Q1 2022
Pendal Group LTD

SELL
 -
-1.08K
Closed
$276K - $335K
0 $0
Apr 15, 2022 Q1 2022
Fulcrum Equity Management

SELL
 -
-1.09K
Closed
$280K - $340K
0 $0
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-5
Closed
$1.28K - $1.56K
0 $0
Q4 2021
Sep 21, 2023 Q4 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-28
Closed
$7.49K - $8.85K
0 $0
Apr 27, 2022 Q4 2021
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
100
New
$26.7K - $31.6K
100 $47.3K
Feb 14, 2022 Q4 2021
Weaver C. Barksdale & Associates, Inc.

Nashville, TN
SELL
 -
-142
Closed
$38K - $44.9K
0 $0
Feb 14, 2022 Q4 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-1.75K
Closed
$468K - $554K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-15
Closed
$4.01K - $4.74K
0 $0
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-1
Closed
$267 - $316
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-39
Closed
$10.4K - $12.3K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-28
Closed
$7.49K - $8.85K
0 $0
Feb 11, 2022 Q4 2021
Epoch Investment Partners, Inc.

New York, NY
SELL
 -
-229K
Closed
$61.1M - $72.2M
0 $0
Feb 10, 2022 Q4 2021
Bellevue Group Ag

Kuesnacht, V8
SELL
 -
-1.3K
Closed
$348K - $411K
0 $0
Feb 10, 2022 Q4 2021
Alphasimplex Group, LLC

Boston, MA
SELL
 -
-3.08K
Closed
$824K - $973K
0 $0

Track Institutional and Insider Activities on WSO

Follow WATSCO INC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells WSO shares.

Notify only if

Insider Trading

Get notified when an Watsco Inc insider buys or sells WSO shares.

Notify only if

News

Receive news related to WATSCO INC

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on WSO