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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 4.02% |
$53.8K - $62.4K
|
3.1K
$1.47M
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
117+ 9.05% |
$52.5K - $60.8K
|
1.41K
$667K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
111New |
$49.8K - $57.7K
|
111
$52.5K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
87New |
$39K - $45.2K
|
87
$41.2K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$18.9K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$18.9K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
34New |
$15.3K - $17.7K
|
34
$16.1K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
33+ 57.89% |
$14.8K - $17.2K
|
90
$42.6K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28+ 5.15% |
$12.6K - $14.6K
|
572
$271K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21New |
$9.42K - $10.9K
|
21
$9.93K
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$8.08K - $9.36K
|
18
$8.51K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
16New |
$7.18K - $8.32K
|
16
$7.57K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$5.83K - $6.76K
|
13
$6.15K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11New |
$4.94K - $5.72K
|
11
$5.2K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 29.63% |
$3.59K - $4.16K
|
35
$16.6K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4New |
$1.79K - $2.08K
|
4
$1.89K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$1.35K - $1.56K
|
3
$1.42K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$897 - $1.04K
|
2
$946
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 2.7% |
$449 - $520
|
38
$18K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
1New |
$449 - $520
|
1
$473
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$449 - $520
|
1
$473
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
96.6K+ 2.64% |
$38.3M - $47.4M
|
3.76M
$1.78B
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
25.3KNew |
$10.1M - $12.4M
|
25.3K
$12M
|
|
Aug 14, 2024
Q2 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
20.5KNew |
$8.14M - $10.1M
|
20.5K
$9.7M
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
11.1K+ 37.97% |
$4.41M - $5.45M
|
40.4K
$19.1M
|
|
Aug 14, 2024
Q2 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
10KNew |
$3.97M - $4.91M
|
10K
$4.73M
|
|
Aug 09, 2024
Q2 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
BUY
|
- |
8.5KNew |
$3.37M - $4.17M
|
8.5K
$4.02M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
8.12KNew |
$3.22M - $3.99M
|
8.12K
$3.84M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
6.49KNew |
$2.57M - $3.19M
|
6.49K
$3.07M
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.02KNew |
$1.6M - $1.97M
|
4.02K
$1.9M
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
3.99KNew |
$1.58M - $1.96M
|
3.99K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.4K+ 400.0% |
$953K - $1.18M
|
3K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.3KNew |
$914K - $1.13M
|
2.3K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$913K - $1.13M
|
2.3K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
1.58KNew |
$625K - $773K
|
1.58K
$745K
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.47KNew |
$583K - $722K
|
1.47K
$695K
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$481K - $595K
|
1.21K
$573K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
956+ 197.52% |
$379K - $469K
|
1.44K
$681K
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
810+ 158.51% |
$322K - $398K
|
1.32K
$625K
|
|
Aug 06, 2024
Q2 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
807New |
$320K - $396K
|
807
$382K
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
700New |
$278K - $344K
|
700
$331K
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
685New |
$272K - $336K
|
685
$324K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
621New |
$246K - $305K
|
621
$294K
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
613New |
$243K - $301K
|
613
$290K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
525New |
$208K - $258K
|
525
$248K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
453New |
$180K - $222K
|
453
$214K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
443New |
$176K - $218K
|
443
$210K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
379+ 0.38% |
$150K - $186K
|
101K
$48M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 7.17% |
$99.2K - $123K
|
3.74K
$1.77M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
234New |
$92.9K - $115K
|
234
$111K
|