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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2021
Q3 2019
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-8.35KClosed |
$1.29M - $1.42M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7Closed |
$1.08K - $1.19K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-2.1KClosed |
$323K - $356K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Barings LLC
|
SELL
|
- |
-2.11KClosed |
$325K - $358K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.61KClosed |
$248K - $274K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-143Closed |
$22K - $24.3K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-7Closed |
$1.08K - $1.19K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-46Closed |
$7.09K - $7.81K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-153Closed |
$23.6K - $26K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-2.42KClosed |
$345K - $406K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Ubs Group Ag
|
BUY
|
CALL |
28.4KNew |
$4.05M - $4.76M
|
28.4K
$13.6M
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-16Closed |
$2.28K - $2.68K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-9Closed |
$1.28K - $1.51K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-15Closed |
$2.14K - $2.52K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Keybank National Association
|
SELL
|
- |
-1.95KClosed |
$278K - $327K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Roubaix Capital, LLC
|
SELL
|
- |
-16.3KClosed |
$2.33M - $2.74M
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-42.4K- 99.3% |
$6.04M - $7.11M
|
298
$143K
|
|
|
Jul 24, 2019
Q2 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
230New |
$32.8K - $38.6K
|
230
$110K
|
|
|
Jul 22, 2019
Q2 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-13Closed |
$1.85K - $2.18K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-4Closed |
$570 - $671
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9Closed |
$1.28K - $1.51K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-11Closed |
$1.51K - $1.68K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-31.5KClosed |
$4.32M - $4.82M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Ing Groep Nv
|
SELL
|
- |
-2.02KClosed |
$278K - $309K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-16Closed |
$2.2K - $2.45K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-170KClosed |
$23.3M - $26M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Parametrica Management LTD
|
SELL
|
- |
-1.84KClosed |
$253K - $282K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-300Closed |
$41.2K - $45.9K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-78.8KClosed |
$10.8M - $12M
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.17KClosed |
$297K - $331K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Apr 01, 2024
Q4 2018
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.53KClosed |
$202K - $269K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Barnett & Company, Inc.
|
SELL
|
- |
-75Closed |
$9.94K - $13.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-6.38KClosed |
$846K - $1.13M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.11KClosed |
$280K - $372K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-150Closed |
$19.9K - $26.5K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-410Closed |
$54.4K - $72.3K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-597Closed |
$79.2K - $105K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-150Closed |
$19.9K - $26.5K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-70Closed |
$9.28K - $12.3K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-23Closed |
$3.05K - $4.06K
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-15.3KClosed |
$2.03M - $2.71M
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-57Closed |
$7.56K - $10.1K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-100Closed |
$13.3K - $17.6K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.5KNew |
$1.74M - $1.95M
|
10.5K
$5.02M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
1.74KNew |
$289K - $323K
|
1.74K
$833K
|
|
|
Nov 14, 2018
Q3 2018
|
1060 Capital, LLC
Denver, CO |
SELL
|
- |
-105KClosed |
$17.4M - $19.5M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Gam Holding Ag
|
SELL
|
- |
-3.67KClosed |
$609K - $681K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-6.01KClosed |
$998K - $1.12M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-300Closed |
$49.8K - $55.7K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Fusion Family Wealth LLC
|
SELL
|
- |
-45Closed |
$7.47K - $8.36K
|
0
$0
|
|