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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
33New |
$15.3K - $17.5K
|
33
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
626New |
$290K - $332K
|
626
$296K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
724+ 66.85% |
$336K - $384K
|
1.81K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-296- 14.68% |
$137K - $157K
|
1.72K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
1.05KNew |
$485K - $555K
|
1.05K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
3.06KNew |
$1.42M - $1.63M
|
3.06K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
65+ 2.86% |
$30.2K - $34.5K
|
2.34K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 7.69% |
$928 - $1.06K
|
28
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-219- 24.39% |
$102K - $116K
|
679
$321K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-24- 1.23% |
$11.1K - $12.7K
|
1.93K
$911K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.24KNew |
$1.04M - $1.19M
|
2.24K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 1.1% |
$2.78K - $3.18K
|
550
$260K
|
|
|
May 14, 2025
Q1 2025
|
Southernsun Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.42K- 14.49% |
$1.12M - $1.28M
|
14.3K
$6.75M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.17K+ 5.43% |
$545K - $623K
|
22.8K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
1.47K+ 33.64% |
$680K - $778K
|
5.82K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-407- 19.71% |
$189K - $216K
|
1.66K
$784K
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-476- 15.03% |
$221K - $253K
|
2.69K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.32K- 26.07% |
$3.86M - $4.42M
|
23.6K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
472New |
$219K - $251K
|
472
$223K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 3.15% |
$6.49K - $7.43K
|
458
$217K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
209+ 4.04% |
$96.9K - $111K
|
5.39K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.05% |
$1.86K - $2.12K
|
7.75K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13.8K+ 10.43% |
$6.4M - $7.33M
|
146K
$69.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38- 1.79% |
$17.6K - $20.2K
|
2.09K
$989K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8+ 1.04% |
$3.71K - $4.25K
|
777
$368K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-37.8K- 42.8% |
$17.6M - $20.1M
|
50.6K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-767- 1.41% |
$356K - $407K
|
53.6K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-68- 10.38% |
$31.5K - $36.1K
|
587
$278K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2- 0.4% |
$928 - $1.06K
|
500
$237K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
955+ 12.88% |
$443K - $507K
|
8.37K
$3.96M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-80- 15.84% |
$37.1K - $42.5K
|
425
$201K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-168- 10.42% |
$77.9K - $89.2K
|
1.45K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-159- 22.39% |
$73.8K - $84.4K
|
551
$261K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
927+ 91.78% |
$430K - $492K
|
1.94K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
6+ 0.64% |
$2.78K - $3.18K
|
943
$446K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.83K+ 210.84% |
$848K - $970K
|
2.7K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.99K+ 5.34% |
$923K - $1.06M
|
39.3K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12+ 1.27% |
$5.57K - $6.37K
|
960
$454K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.3K- 9.07% |
$6.64M - $7.6M
|
144K
$67.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
157+ 10.03% |
$72.8K - $83.3K
|
1.72K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 98.45% |
$4.76M - $5.45M
|
20.7K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
10+ 2.35% |
$4.64K - $5.31K
|
436
$206K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-161- 15.5% |
$74.7K - $85.5K
|
878
$415K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
38.8K+ 15.42% |
$18M - $20.6M
|
290K
$137M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-5.9K- 37.58% |
$2.74M - $3.13M
|
9.8K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
59+ 45.38% |
$27.4K - $31.3K
|
189
$89.4K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.34K+ 10.82% |
$1.55M - $1.77M
|
34.2K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
132+ 1.18% |
$61.2K - $70.1K
|
11.3K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-293- 1.49% |
$136K - $156K
|
19.3K
$9.15M
|