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 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
718+ 11.22% |
$335K - $408K
|
7.12K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
680New |
$317K - $387K
|
680
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
603New |
$281K - $343K
|
603
$285K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
557New |
$260K - $317K
|
557
$263K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
546+ 0.52% |
$255K - $311K
|
106K
$50.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
526New |
$245K - $299K
|
526
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
516New |
$241K - $293K
|
516
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
515New |
$240K - $293K
|
515
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
500New |
$233K - $284K
|
500
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
470+ 1.32% |
$219K - $267K
|
36.1K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
284+ 9.53% |
$133K - $162K
|
3.26K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
264New |
$123K - $150K
|
264
$125K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
190New |
$88.6K - $108K
|
190
$89.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
151New |
$70.5K - $85.9K
|
151
$71.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
126+ 6.25% |
$58.8K - $71.7K
|
2.14K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
103New |
$48.1K - $58.6K
|
103
$48.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 3300.0% |
$46.2K - $56.3K
|
102
$48.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
96+ 6.71% |
$44.8K - $54.6K
|
1.53K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 70.97% |
$41.1K - $50.1K
|
212
$100K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
76New |
$35.5K - $43.2K
|
76
$35.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
65New |
$30.3K - $37K
|
65
$30.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64+ 76.19% |
$29.9K - $36.4K
|
148
$70K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53+ 8.53% |
$24.7K - $30.1K
|
674
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
52+ 8.4% |
$24.3K - $29.6K
|
671
$317K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 2.46% |
$23.3K - $28.4K
|
2.08K
$984K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47New |
$21.9K - $26.7K
|
47
$22.2K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
46+ 1.05% |
$21.5K - $26.2K
|
4.44K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
38New |
$17.7K - $21.6K
|
38
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
37New |
$17.3K - $21K
|
37
$17.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
36+ 4.15% |
$16.8K - $20.5K
|
904
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$15.9K - $19.3K
|
34
$16.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
30+ 1.12% |
$14K - $17.1K
|
2.72K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$13.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$13.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 6.88% |
$11.2K - $13.7K
|
373
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
18New |
$8.4K - $10.2K
|
18
$8.51K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 1600.0% |
$7.47K - $9.1K
|
17
$8.04K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16New |
$7.47K - $9.1K
|
16
$7.57K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14New |
$6.53K - $7.96K
|
14
$6.62K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
12New |
$5.6K - $6.83K
|
12
$5.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11+ 73.33% |
$5.13K - $6.26K
|
26
$12.3K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
10New |
$4.67K - $5.69K
|
10
$4.73K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8New |
$3.73K - $4.55K
|
8
$3.78K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
8+ 0.52% |
$3.73K - $4.55K
|
1.55K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$3.27K - $3.98K
|
7
$3.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6New |
$2.8K - $3.41K
|
6
$2.84K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
6New |
$2.8K - $3.41K
|
6
$2.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
5New |
$2.33K - $2.84K
|
5
$2.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$2.33K - $2.84K
|
5
$2.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.87K - $2.28K
|
4
$1.89K
|