Latest Institutional Purchases of Watsco Inc (WSO)

WSO Quotes by TradingView

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 02, 2023 Q3 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
11
+ 1.07%
$3.75K - $4.18K
1.04K $483K
Nov 07, 2023 Q3 2023
Dorsey Wright & Associates

BUY
 -
10
+ 1.43%
$3.41K - $3.8K
707 $329K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
10
+ 0.43%
$3.41K - $3.8K
2.33K $1.08M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
5
New
$1.71K - $1.9K
5 $2.32K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
3
New
$1.02K - $1.14K
3 $1.39K
Nov 02, 2023 Q3 2023
Gitterman Wealth Management, LLC

BUY
 -
1
+ 0.14%
$341 - $380
691 $321K
Q2 2023
Jul 27, 2023 Q2 2023
Ea Series Trust

Havertown, PA
BUY
 -
12.1K
New
$3.66M - $4.62M
12.1K $5.63M
Aug 14, 2023 Q2 2023
Sandler Capital Management

New York, NY
BUY
 -
10.2K
+ 20.5%
$3.07M - $3.87M
59.7K $27.8M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
8.51K
+ 203.98%
$2.57M - $3.25M
12.7K $5.9M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
7.71K
New
$2.33M - $2.94M
7.71K $3.58M
Aug 14, 2023 Q2 2023
Winton Group LTD

London, X0
BUY
 -
1.37K
New
$414K - $523K
1.37K $637K
Aug 14, 2023 Q2 2023
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.28K
New
$386K - $488K
1.28K $595K
Aug 07, 2023 Q2 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
1.15K
New
$346K - $437K
1.15K $532K
Aug 16, 2023 Q2 2023
Nuveen Asset Management, LLC

Chicago, IL
BUY
 CALL
1.03K
New
$311K - $393K
1.03K $479K
Jul 12, 2023 Q2 2023
Tompkins Financial Corp

BUY
 -
1K
New
$302K - $381K
1K $465K
Aug 14, 2023 Q2 2023
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
700
New
$211K - $267K
700 $325K
Aug 11, 2023 Q2 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
627
New
$189K - $239K
627 $291K
Aug 07, 2023 Q2 2023
Sonen Capital LLC

San Francisco, CA
BUY
 -
584
+ 69.36%
$176K - $223K
1.43K $663K
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
580
New
$175K - $221K
580 $270K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
574
New
$173K - $219K
574 $267K
Aug 14, 2023 Q2 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
573
New
$173K - $219K
573 $266K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
568
New
$171K - $217K
568 $264K
Aug 11, 2023 Q2 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
551
New
$166K - $210K
551 $256K
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
453
New
$137K - $173K
453 $211K
Jul 07, 2023 Q2 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
106
New
$32K - $40.4K
106 $49.3K
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
81
+ 3.77%
$24.4K - $30.9K
2.23K $1.04M
Jul 27, 2023 Q2 2023
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
78
+ 3.26%
$23.5K - $29.8K
2.47K $1.15M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
50
New
$15.1K - $19.1K
50 $23.2K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
43
New
$13K - $16.4K
43 $20K
Jul 27, 2023 Q2 2023
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
42
New
$12.7K - $16K
42 $19.5K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
30
New
$9.06K - $11.4K
30 $13.9K
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
26
+ 0.34%
$7.85K - $9.92K
7.68K $3.57M
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
18
+ 31.03%
$5.43K - $6.87K
76 $35.3K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
17
+ 11.33%
$5.13K - $6.48K
167 $77.6K
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
11
+ 12.64%
$3.32K - $4.2K
98 $45.6K
Jul 14, 2023 Q2 2023
Copeland Capital Management, LLC

BUY
 -
11
New
$3.32K - $4.2K
11 $5.11K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
10
New
$3.02K - $3.81K
10 $4.65K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
9
New
$2.72K - $3.43K
9 $4.18K
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

BUY
 -
7
New
$2.11K - $2.67K
7 $3.25K
Aug 14, 2023 Q2 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
6
New
$1.81K - $2.29K
6 $2.79K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
6
+ 3.24%
$1.81K - $2.29K
191 $88.8K
Q1 2023
May 15, 2023 Q1 2023
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
40K
New
$10.2M - $13M
40K $18.6M
May 15, 2023 Q1 2023
Lmr Partners LLP

London, X0
BUY
 -
6.65K
New
$1.7M - $2.16M
6.65K $3.09M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.18K
New
$1.32M - $1.68M
5.18K $2.41M
Dec 19, 2024 Q1 2023
Pearl River Capital, LLC

Niles, MI
BUY
 -
3.92K
New
$1M - $1.27M
3.92K $1.82M
Apr 17, 2023 Q1 2023
Covea Finance

BUY
 -
3.8K
New
$971K - $1.23M
3.8K $1.77M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
3.42K
New
$873K - $1.11M
3.42K $1.59M
May 10, 2023 Q1 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
2.85K
New
$729K - $925K
2.85K $1.33M
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
2.53K
New
$647K - $821K
2.53K $1.18M

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