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 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
420New |
$195K - $223K
|
420
$199K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
280+ 4.83% |
$130K - $149K
|
6.08K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43.8K+ 5.68% |
$20.3M - $23.2M
|
815K
$385M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 20.93% |
$4.17K - $4.78K
|
34
$16.1K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
28+ 0.24% |
$13K - $14.9K
|
11.9K
$5.61M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
23New |
$10.7K - $12.2K
|
23
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-31- 0.92% |
$14.4K - $16.5K
|
3.33K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 45.03% |
$11M - $12.5M
|
28.8K
$13.6M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
61+ 0.49% |
$28.3K - $32.4K
|
12.5K
$5.9M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
BUY
|
- |
3K+ 4.75% |
$1.39M - $1.59M
|
66.1K
$31.2M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71- 30.21% |
$32.9K - $37.7K
|
164
$77.6K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-297- 3.59% |
$138K - $158K
|
7.98K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13- 1.08% |
$6.03K - $6.9K
|
1.19K
$561K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.76K- 38.67% |
$1.28M - $1.46M
|
4.37K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.25% |
$1.86K - $2.12K
|
1.6K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 3.64% |
$8.81K - $10.1K
|
541
$256K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$928 - $1.06K
|
2
$946
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-20- 2.42% |
$9.28K - $10.6K
|
807
$382K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
23+ 2.19% |
$10.7K - $12.2K
|
1.07K
$508K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
181K+ 62.85% |
$83.9M - $96M
|
469K
$222M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-49.2K- 1.36% |
$22.8M - $26.1M
|
3.57M
$1.69B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 36.36% |
$5.57K - $6.37K
|
45
$21.3K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-476- 14.43% |
$221K - $253K
|
2.82K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-75- 8.47% |
$34.8K - $39.8K
|
810
$383K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
18New |
$8.35K - $9.55K
|
18
$8.51K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.24K+ 45.84% |
$576K - $659K
|
3.95K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2+ 0.33% |
$928 - $1.06K
|
612
$289K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83K+ 6.05% |
$38.5M - $44M
|
1.45M
$688M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
686New |
$318K - $364K
|
686
$324K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-230- 12.46% |
$107K - $122K
|
1.62K
$764K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-139- 2.06% |
$64.5K - $73.8K
|
6.6K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- 12.82% |
$2.32K - $2.65K
|
34
$16.1K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-282- 9.61% |
$131K - $150K
|
2.65K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
35+ 0.03% |
$16.2K - $18.6K
|
100K
$47.3M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 2.1% |
$30.2K - $34.5K
|
3.04K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-968- 40.4% |
$449K - $514K
|
1.43K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.13K+ 479.57% |
$523K - $598K
|
1.36K
$644K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 5.33% |
$13.5K - $15.4K
|
573
$271K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
71+ 11.68% |
$32.9K - $37.7K
|
679
$321K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.49K- 88.19% |
$3.94M - $4.5M
|
1.14K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-16.9K- 17.86% |
$7.83M - $8.96M
|
77.6K
$36.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$464 - $531
|
646
$306K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-37- 0.63% |
$17.2K - $19.6K
|
5.88K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
11.4KNew |
$5.28M - $6.04M
|
11.4K
$5.38M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-24- 2.86% |
$11.1K - $12.7K
|
815
$386K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-145- 8.9% |
$67.3K - $77K
|
1.48K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-114- 19.42% |
$52.9K - $60.5K
|
473
$224K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-115- 93.5% |
$53.3K - $61K
|
8
$3.78K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-41- 3.39% |
$19K - $21.8K
|
1.17K
$553K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
98+ 4.69% |
$45.5K - $52K
|
2.19K
$1.03M
|