Latest Institutional Purchases of Watsco Inc (WSO)
This list provides information on the latest institutional transactions involving Watsco Inc (WSO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
14.4K+ 56.65% |
$6.08M - $7.5M
|
39.8K
$18.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
10.6K+ 178.6% |
$4.45M - $5.5M
|
16.5K
$7.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.84K+ 45.47% |
$4.15M - $5.12M
|
31.5K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.85K+ 3.77% |
$1.2M - $1.49M
|
78.6K
$37.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 5.69% |
$295K - $364K
|
13K
$6.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
638+ 4.61% |
$269K - $332K
|
14.5K
$6.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
311+ 4.65% |
$131K - $162K
|
7K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
260+ 16.2% |
$110K - $135K
|
1.87K
$882K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
218+ 1.38% |
$92K - $114K
|
16K
$7.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 5.77% |
$27.4K - $33.8K
|
1.19K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
46+ 6.34% |
$19.4K - $24K
|
771
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
23+ 0.6% |
$9.7K - $12K
|
3.86K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 55.56% |
$6.33K - $7.81K
|
42
$19.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
11+ 1.07% |
$4.64K - $5.73K
|
1.04K
$493K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$1.69K - $2.08K
|
905
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 25.0% |
$422 - $521
|
5
$2.37K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
335K+ 640.61% |
$156M - $178M
|
388K
$183M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
330KNew |
$153M - $175M
|
330K
$156M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
181K+ 62.85% |
$83.9M - $96M
|
469K
$222M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
129K+ 80.07% |
$60M - $68.7M
|
291K
$138M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
118K+ 264.32% |
$54.9M - $62.8M
|
163K
$77.1M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
107KNew |
$49.8M - $56.9M
|
107K
$50.7M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83K+ 6.05% |
$38.5M - $44M
|
1.45M
$688M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
81.1KNew |
$37.6M - $43M
|
81.1K
$38.4M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.1K+ 343.34% |
$28.3M - $32.4M
|
78.9K
$37.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
59.1K+ 9.69% |
$27.4M - $31.4M
|
669K
$316M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.9K+ 31.68% |
$20.8M - $23.8M
|
187K
$88.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43.8K+ 5.68% |
$20.3M - $23.2M
|
815K
$385M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
38.8K+ 15.42% |
$18M - $20.6M
|
290K
$137M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
36.3K+ 5.01% |
$16.8M - $19.3M
|
762K
$360M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
34.3K+ 180.27% |
$15.9M - $18.2M
|
53.3K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3K+ 290.19% |
$11.7M - $13.4M
|
34K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
24.8KNew |
$11.5M - $13.1M
|
24.8K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23.9K+ 141.67% |
$11.1M - $12.7M
|
40.7K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
23.6K+ 2513.34% |
$10.9M - $12.5M
|
24.5K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
21.1KNew |
$9.79M - $11.2M
|
21.1K
$9.98M
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
19.5K+ 8.84% |
$9.05M - $10.3M
|
240K
$114M
|
|
|
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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17.3K+ 15.94% |
$8.04M - $9.2M
|
126K
$59.6M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
16.3K+ 1.34% |
$7.58M - $8.67M
|
1.24M
$586M
|
|
|
May 15, 2025
Q1 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
15.7KNew |
$7.29M - $8.34M
|
15.7K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
15KNew |
$6.96M - $7.96M
|
15K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15K+ 55.33% |
$6.95M - $7.95M
|
42.1K
$19.9M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
14.7K+ 11.26% |
$6.81M - $7.79M
|
145K
$68.6M
|
|
|
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 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.7K+ 100.24% |
$5.41M - $6.19M
|
23.3K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
11.4KNew |
$5.28M - $6.04M
|
11.4K
$5.38M
|
|
|
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 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
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.18K+ 3.14% |
$3.79M - $4.34M
|
268K
$127M
|
|