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 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
46+ 13.53% |
$18.3K - $22.6K
|
386
$185K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
39New |
$15.5K - $19.1K
|
39
$18.7K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
38New |
$15.1K - $18.7K
|
38
$18.2K
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
28+ 0.49% |
$11.1K - $13.7K
|
5.77K
$2.76M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26New |
$10.3K - $12.8K
|
26
$12.4K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
21+ 10.77% |
$8.34K - $10.3K
|
216
$103K
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
20+ 7.14% |
$7.94K - $9.82K
|
300
$144K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$7.94K - $9.82K
|
20
$9.57K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
19+ 1.96% |
$7.54K - $9.33K
|
989
$473K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
14+ 140.0% |
$5.56K - $6.87K
|
24
$11.5K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
14New |
$5.56K - $6.87K
|
14
$6.7K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
12New |
$4.76K - $5.89K
|
12
$5.74K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$4.37K - $5.4K
|
11
$5.26K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
11New |
$4.37K - $5.4K
|
11
$5.26K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$3.97K - $4.91K
|
10
$4.79K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10New |
$3.97K - $4.91K
|
10
$4.79K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 140.0% |
$2.78K - $3.44K
|
12
$5.74K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7+ 8.43% |
$2.78K - $3.44K
|
90
$43.1K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7New |
$2.78K - $3.44K
|
7
$3.35K
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5+ 0.73% |
$1.98K - $2.46K
|
693
$332K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5+ 0.35% |
$1.98K - $2.46K
|
1.42K
$677K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4New |
$1.59K - $1.96K
|
4
$1.91K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$1.59K - $1.96K
|
4
$1.91K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3+ 33.33% |
$1.19K - $1.47K
|
12
$5.74K
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2New |
$794 - $982
|
2
$957
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$794 - $982
|
2
$957
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 50.0% |
$397 - $491
|
3
$1.44K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 20.0% |
$397 - $491
|
6
$2.87K
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
8KNew |
$3.02M - $3.52M
|
8K
$3.83M
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.97K+ 19.67% |
$1.12M - $1.31M
|
18.1K
$8.65M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.93KNew |
$1.11M - $1.29M
|
2.93K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.83KNew |
$1.07M - $1.24M
|
2.83K
$1.35M
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.23KNew |
$841K - $978K
|
2.23K
$1.06M
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.2KNew |
$831K - $966K
|
2.2K
$1.05M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.18K+ 460.13% |
$824K - $959K
|
2.66K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.93KNew |
$728K - $847K
|
1.93K
$922K
|
|
May 13, 2024
Q1 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.92K+ 27.54% |
$726K - $845K
|
8.9K
$4.26M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.9K+ 6.69% |
$719K - $836K
|
30.3K
$14.5M
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.38KNew |
$520K - $605K
|
1.38K
$659K
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.2KNew |
$454K - $528K
|
1.2K
$575K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.13KNew |
$428K - $498K
|
1.13K
$542K
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.12KNew |
$423K - $492K
|
1.12K
$536K
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
986New |
$373K - $433K
|
986
$472K
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
955New |
$361K - $420K
|
955
$457K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
913+ 11.26% |
$345K - $401K
|
9.02K
$4.32M
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
860New |
$325K - $378K
|
860
$412K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
857+ 22.88% |
$324K - $377K
|
4.6K
$2.2M
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
701New |
$265K - $308K
|
701
$335K
|