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 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-32Closed |
$8.56K - $10.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-17Closed |
$4.55K - $5.37K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-3.3KClosed |
$883K - $1.04M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
30New |
$8.02K - $9.48K
|
30
$14.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 53.33% |
$10.7K - $12.6K
|
115
$54.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100Closed |
$26.7K - $31.6K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-912Closed |
$244K - $288K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-7.79KClosed |
$2.06M - $2.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-4Closed |
$1.06K - $1.18K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-5.49KClosed |
$1.45M - $1.62M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-118Closed |
$31.2K - $34.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$13.2K - $14.8K
|
50
$23.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.44KClosed |
$380K - $425K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-71Closed |
$18.8K - $21K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-49Closed |
$13K - $14.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-126Closed |
$33.3K - $37.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14New |
$3.7K - $4.14K
|
14
$6.62K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-11Closed |
$2.91K - $3.25K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Jupiter Asset Management LTD
|
SELL
|
- |
-20KClosed |
$5.29M - $5.91M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-481Closed |
$127K - $142K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-582Closed |
$154K - $172K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-2.24KClosed |
$592K - $661K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-979Closed |
$259K - $289K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$529 - $591
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-24- 3.7% |
$6.41K - $7.33K
|
624
$295K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
63New |
$16.8K - $19.2K
|
63
$29.8K
|
|
|
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
$47.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$3.47K - $3.97K
|
13
$6.15K
|
|
|
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
$369K
|
|
|
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
$305M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
2.18KNew |
$582K - $665K
|
2.18K
$1.03M
|
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
BUY
|
- |
400New |
$107K - $122K
|
400
$189K
|
|
|
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
|
|