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, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.32KNew |
$594K - $688K
|
1.32K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 27.51% |
$698K - $809K
|
4.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
69+ 3.14% |
$31K - $35.9K
|
2.27K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
2.89K+ 51.39% |
$1.3M - $1.5M
|
8.5K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-6.51K- 26.2% |
$2.92M - $3.38M
|
18.3K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
69.5K+ 119.4% |
$31.2M - $36.2M
|
128K
$61.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-919- 1.67% |
$412K - $478K
|
54K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-84- 0.77% |
$37.7K - $43.7K
|
10.8K
$5.19M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-915- 1.6% |
$411K - $476K
|
56.2K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-619- 43.93% |
$278K - $322K
|
790
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
724+ 163.43% |
$325K - $376K
|
1.17K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7- 1.59% |
$3.14K - $3.64K
|
434
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.44KNew |
$646K - $748K
|
1.44K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2+ 15.38% |
$897 - $1.04K
|
15
$7.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
766New |
$344K - $398K
|
766
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
126+ 35.9% |
$56.5K - $65.5K
|
477
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
539New |
$242K - $280K
|
539
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-29- 0.15% |
$13K - $15.1K
|
19.2K
$9.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.8K- 58.55% |
$18.8M - $21.7M
|
29.6K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
42.1KNew |
$18.9M - $21.9M
|
42.1K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-89- 13.53% |
$39.9K - $46.3K
|
569
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.51K- 64.18% |
$679K - $787K
|
845
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-247- 41.37% |
$111K - $128K
|
350
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25- 4.45% |
$11.2K - $13K
|
537
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.27K- 54.6% |
$1.92M - $2.22M
|
3.55K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.07K+ 1.78% |
$481K - $557K
|
61.3K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-1.3K- 15.23% |
$583K - $676K
|
7.23K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 3.77% |
$31.4K - $36.4K
|
1.93K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
735+ 27.12% |
$330K - $382K
|
3.45K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.23K- 6.99% |
$553K - $641K
|
16.4K
$7.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
9.51K+ 61.45% |
$4.27M - $4.94M
|
25K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-9.29K- 35.84% |
$4.17M - $4.83M
|
16.6K
$7.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.1% |
$449 - $520
|
958
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
573+ 8.02% |
$257K - $298K
|
7.72K
$3.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-694- 2.14% |
$311K - $361K
|
31.7K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27.2K+ 29.73% |
$12.2M - $14.1M
|
119K
$56.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-35- 18.92% |
$15.7K - $18.2K
|
150
$71.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
117+ 9.05% |
$52.5K - $60.8K
|
1.41K
$675K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.26KNew |
$4.15M - $4.81M
|
9.26K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.8K- 66.15% |
$9.79M - $11.3M
|
11.2K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
623+ 2.81% |
$280K - $324K
|
22.8K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
134+ 5.21% |
$60.1K - $69.7K
|
2.71K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-208- 25.71% |
$93.3K - $108K
|
601
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
83.4K+ 2.39% |
$37.4M - $43.3M
|
3.57M
$1.71B
|
|
|
Nov 13, 2024
Q3 2024
|
Bornite Capital Management LP
|
BUY
|
- |
35KNew |
$15.7M - $18.2M
|
35K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
445New |
$200K - $231K
|
445
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-182- 1.13% |
$81.7K - $94.6K
|
15.9K
$7.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 1.26% |
$4.49K - $5.2K
|
802
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-100K- 13.53% |
$44.9M - $52M
|
639K
$306M
|