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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
104KNew |
$48.4M - $59.1M
|
104K
$49.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
84.8KNew |
$39.5M - $48.2M
|
84.8K
$40.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
30.5K+ 9.69% |
$14.2M - $17.3M
|
345K
$165M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.9KNew |
$11.2M - $13.6M
|
23.9K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22KNew |
$10.3M - $12.5M
|
22K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
19.6K+ 6.36% |
$9.14M - $11.1M
|
328K
$157M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
18.3K+ 15.12% |
$8.53M - $10.4M
|
139K
$66.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Regents Gate Capital LLP
London, X0 |
BUY
|
- |
17.9KNew |
$8.35M - $10.2M
|
17.9K
$8.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
7K+ 14.31% |
$3.27M - $3.98M
|
55.9K
$26.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.48K+ 27.83% |
$2.56M - $3.12M
|
25.2K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.09KNew |
$2.38M - $2.9M
|
5.09K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
4.1K+ 20.48% |
$1.91M - $2.33M
|
24.1K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.97K+ 29.48% |
$1.85M - $2.26M
|
17.5K
$8.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
3.91KNew |
$1.83M - $2.23M
|
3.91K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.88K+ 5.99% |
$1.81M - $2.21M
|
68.6K
$32.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.54KNew |
$1.65M - $2.01M
|
3.54K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Hestia Capital Management, LLC
Cranberry Township, PA |
BUY
|
PUT |
3.2KNew |
$1.49M - $1.82M
|
3.2K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2.12KNew |
$991K - $1.21M
|
2.12K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.12KNew |
$988K - $1.2M
|
2.12K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$895K - $1.09M
|
1.92K
$918K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.6K+ 1.53% |
$747K - $911K
|
106K
$50.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.59KNew |
$743K - $906K
|
1.59K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.36KNew |
$634K - $773K
|
1.36K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
1.36KNew |
$633K - $772K
|
1.36K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.3KNew |
$607K - $740K
|
1.3K
$623K
|
|
|
Jan 24, 2025
Q4 2024
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 1.35% |
$607K - $739K
|
97.8K
$46.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.23K+ 115.51% |
$573K - $699K
|
2.29K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.2K+ 11.56% |
$558K - $680K
|
11.5K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.08K+ 16.99% |
$502K - $613K
|
7.42K
$3.55M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
940New |
$439K - $535K
|
940
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
913New |
$426K - $519K
|
913
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
827+ 879.79% |
$386K - $470K
|
921
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
757New |
$353K - $431K
|
757
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
718+ 11.22% |
$335K - $408K
|
7.12K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
664+ 13.2% |
$310K - $378K
|
5.7K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
592+ 60.84% |
$276K - $337K
|
1.57K
$749K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
526New |
$245K - $299K
|
526
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
456+ 19.92% |
$213K - $259K
|
2.75K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
435+ 0.65% |
$203K - $247K
|
67.7K
$32.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
401+ 1.77% |
$187K - $228K
|
23.1K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
380+ 6.48% |
$177K - $216K
|
6.25K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
364+ 37.41% |
$170K - $207K
|
1.34K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
341+ 18.25% |
$159K - $194K
|
2.21K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
313New |
$146K - $178K
|
313
$150K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
209+ 2.39% |
$97.5K - $119K
|
8.96K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
207+ 18.96% |
$96.6K - $118K
|
1.3K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
197+ 13.97% |
$91.9K - $112K
|
1.61K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
190New |
$88.6K - $108K
|
190
$90.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
141+ 9.78% |
$65.8K - $80.2K
|
1.58K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
114+ 15.38% |
$53.2K - $64.8K
|
855
$409K
|