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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
1.74KNew |
$289K - $323K
|
1.74K
$809K
|
|
|
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
|
|
|
Nov 07, 2018
Q3 2018
|
Candriam S.C.A.
|
SELL
|
- |
-20.7KClosed |
$3.44M - $3.85M
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Cutler Group LP
|
SELL
|
- |
-613Closed |
$102K - $114K
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Cutler Group LP
|
SELL
|
PUT |
-3.3KClosed |
$548K - $613K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-99Closed |
$16.4K - $18.4K
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4.65KClosed |
$772K - $864K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Nov 09, 2023
Q2 2018
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-840Closed |
$140K - $161K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-553Closed |
$92.3K - $106K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-3.88KClosed |
$647K - $742K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5Closed |
$834 - $957
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.1KClosed |
$350K - $402K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-3.92KClosed |
$655K - $750K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
First Personal Financial Services
|
SELL
|
- |
-131Closed |
$21.9K - $25.1K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-972Closed |
$162K - $186K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.6KClosed |
$1.75M - $1.94M
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-99Closed |
$16.3K - $18K
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-8KClosed |
$1.31M - $1.46M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
23New |
$3.66K - $3.94K
|
23
$10.7K
|
|
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
105KNew |
$16.7M - $17.9M
|
105K
$48.7M
|
|
|
Feb 08, 2018
Q4 2017
|
Artemis Investment Management LLP
|
SELL
|
- |
-39.5KClosed |
$6.29M - $6.76M
|
0
$0
|
|
|
Feb 06, 2018
Q4 2017
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3KClosed |
$478K - $514K
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-31.7KClosed |
$5.05M - $5.43M
|
0
$0
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-151KClosed |
$24M - $25.8M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.75KClosed |
$249K - $282K
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
5KNew |
$712K - $805K
|
5K
$2.32M
|
|
|
Nov 13, 2017
Q3 2017
|
Mckinley Capital Management LLC
|
SELL
|
- |
-580Closed |
$82.5K - $93.4K
|
0
$0
|
|