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 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
1.2K+ 54.59% |
$557K - $637K
|
3.4K
$1.61M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
149+ 0.11% |
$69.1K - $79.1K
|
138K
$65.5M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.24K+ 0.67% |
$1.04M - $1.19M
|
336K
$159M
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.13KNew |
$3.31M - $3.78M
|
7.13K
$3.37M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51+ 44.74% |
$23.7K - $27.1K
|
165
$78K
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
69+ 16.31% |
$32K - $36.6K
|
492
$233K
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
563+ 14.66% |
$261K - $299K
|
4.4K
$2.08M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.73K- 1.68% |
$804K - $920K
|
102K
$48.1M
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
900New |
$417K - $478K
|
900
$426K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
518New |
$240K - $275K
|
518
$245K
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.48K+ 9.97% |
$1.15M - $1.32M
|
27.4K
$13M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-3.35K- 6.38% |
$1.56M - $1.78M
|
49.2K
$23.3M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
859+ 3.55% |
$398K - $456K
|
25.1K
$11.9M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.19K- 76.23% |
$1.94M - $2.22M
|
1.31K
$618K
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-300- 4.11% |
$139K - $159K
|
7K
$3.31M
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.39K- 7.71% |
$646K - $739K
|
16.7K
$7.89M
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
101+ 16.01% |
$46.8K - $53.6K
|
732
$346K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19K+ 3.97% |
$8.79M - $10.1M
|
496K
$235M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8New |
$3.71K - $4.25K
|
8
$3.78K
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
5K+ 22.72% |
$2.32M - $2.65M
|
27K
$12.8M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 10.48% |
$17.2K - $19.6K
|
390
$184K
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5K- 0.78% |
$2.32M - $2.65M
|
634K
$300M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.12K+ 15.48% |
$981K - $1.12M
|
15.8K
$7.46M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.3K+ 15.94% |
$8.04M - $9.2M
|
126K
$59.6M
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
551New |
$256K - $292K
|
551
$261K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-123- 1.76% |
$57.1K - $65.3K
|
6.85K
$3.24M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.45K+ 37.34% |
$1.14M - $1.3M
|
9.01K
$4.26M
|
|
May 12, 2025
Q1 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-13- 0.48% |
$6.03K - $6.9K
|
2.71K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
169+ 22.78% |
$78.4K - $89.7K
|
911
$431K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
63+ 13.55% |
$29.2K - $33.4K
|
528
$250K
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-8.03K- 15.09% |
$3.73M - $4.26M
|
45.2K
$21.4M
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.14K- 13.82% |
$1.92M - $2.2M
|
25.8K
$12.2M
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-81- 11.69% |
$37.6K - $43K
|
612
$289K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
245+ 1531.25% |
$114K - $130K
|
261
$123K
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
286+ 57.2% |
$133K - $152K
|
786
$372K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9+ 45.0% |
$4.17K - $4.78K
|
29
$13.7K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.62K+ 2.85% |
$1.68M - $1.92M
|
130K
$61.7M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-78.7K- 41.78% |
$36.5M - $41.8M
|
110K
$51.9M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2New |
$928 - $1.06K
|
2
$946
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-907- 66.84% |
$421K - $481K
|
450
$213K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
81.1KNew |
$37.6M - $43M
|
81.1K
$38.4M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
31New |
$14.4K - $16.5K
|
31
$14.7K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-153- 0.96% |
$71K - $81.2K
|
15.8K
$7.49M
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-53.2K- 99.73% |
$24.7M - $28.2M
|
146
$69.1K
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-19- 2.26% |
$8.81K - $10.1K
|
823
$389K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
126+ 80.77% |
$58.4K - $66.9K
|
282
$133K
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-109K- 41.6% |
$50.6M - $57.9M
|
153K
$72.5M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173+ 1.23% |
$80.2K - $91.8K
|
14.2K
$6.74M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
454+ 3.32% |
$211K - $241K
|
14.1K
$6.68M
|