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 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.02K- 2.27% |
$938K - $1.07M
|
86.9K
$41.1M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
25+ 1.49% |
$11.6K - $13.3K
|
1.71K
$806K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-67- 7.46% |
$31.1K - $35.6K
|
831
$393K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
20+ 3.85% |
$9.28K - $10.6K
|
539
$255K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.35K- 81.11% |
$4.34M - $4.96M
|
2.18K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 30.77% |
$7.42K - $8.49K
|
68
$32.2K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-51- 2.09% |
$23.7K - $27.1K
|
2.39K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
406+ 8.24% |
$188K - $215K
|
5.33K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.26K+ 400.96% |
$582K - $666K
|
1.57K
$742K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-4.07K- 3.42% |
$1.89M - $2.16M
|
115K
$54.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-230- 1.9% |
$107K - $122K
|
11.9K
$5.63M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
245+ 19.79% |
$114K - $130K
|
1.48K
$701K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14+ 0.72% |
$6.49K - $7.43K
|
1.97K
$930K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
10+ 0.84% |
$4.64K - $5.31K
|
1.2K
$566K
|
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-79K- 7.19% |
$36.6M - $41.9M
|
1.02M
$482M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
619New |
$287K - $329K
|
619
$293K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-203- 2.69% |
$94.2K - $108K
|
7.35K
$3.47M
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-6.71K- 25.55% |
$3.11M - $3.56M
|
19.6K
$9.25M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
582+ 76.88% |
$270K - $309K
|
1.34K
$633K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
165+ 2.53% |
$76.5K - $87.6K
|
6.68K
$3.16M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.17% |
$464 - $531
|
603
$285K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
119+ 0.9% |
$55.2K - $63.2K
|
13.3K
$6.28M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 0.27% |
$14.4K - $16.5K
|
11.6K
$5.49M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
781+ 2.83% |
$362K - $415K
|
28.3K
$13.4M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-477- 4.3% |
$221K - $253K
|
10.6K
$5.02M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
139+ 29.45% |
$64.5K - $73.8K
|
611
$289K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-17- 5.67% |
$7.89K - $9.02K
|
283
$134K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.11K- 60.2% |
$1.44M - $1.65M
|
2.05K
$971K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-12- 0.52% |
$5.57K - $6.37K
|
2.28K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-15- 46.88% |
$6.96K - $7.96K
|
17
$8.04K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
30+ 115.38% |
$13.9K - $15.9K
|
56
$26.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
160New |
$74.2K - $84.9K
|
160
$75.7K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
420+ 47.73% |
$195K - $223K
|
1.3K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.55K+ 67.47% |
$718K - $821K
|
3.84K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
9.27KNew |
$4.3M - $4.92M
|
9.27K
$4.38M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4- 2.67% |
$1.86K - $2.12K
|
146
$69.1K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
400+ 3.39% |
$186K - $212K
|
12.2K
$5.77M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
800New |
$371K - $425K
|
800
$378K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
165+ 12.87% |
$76.5K - $87.6K
|
1.45K
$684K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 0.46% |
$1.86K - $2.12K
|
861
$407K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-425- 1.7% |
$197K - $226K
|
24.5K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-153- 12.99% |
$71K - $81.2K
|
1.03K
$485K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$2.32K - $2.65K
|
3.08K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-263- 0.77% |
$122K - $140K
|
33.8K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-47- 4.01% |
$21.8K - $24.9K
|
1.12K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
327+ 7.14% |
$152K - $174K
|
4.91K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
503+ 6.34% |
$233K - $267K
|
8.43K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
46+ 0.35% |
$21.3K - $24.4K
|
13.3K
$6.28M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
362+ 4.37% |
$168K - $192K
|
8.65K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7- 1.06% |
$3.25K - $3.72K
|
655
$310K
|