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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
106New |
$32K - $40.4K
|
106
$53.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
81+ 3.77% |
$24.4K - $30.9K
|
2.23K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
78+ 3.26% |
$23.5K - $29.8K
|
2.47K
$1.24M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
50New |
$15.1K - $19.1K
|
50
$25.1K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
43New |
$13K - $16.4K
|
43
$21.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
42New |
$12.7K - $16K
|
42
$21.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
30New |
$9.06K - $11.4K
|
30
$15.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.34% |
$7.85K - $9.92K
|
7.68K
$3.85M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18+ 31.03% |
$5.43K - $6.87K
|
76
$38.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
17+ 11.33% |
$5.13K - $6.48K
|
167
$83.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
11+ 12.64% |
$3.32K - $4.2K
|
98
$49.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
11New |
$3.32K - $4.2K
|
11
$5.52K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$3.02K - $3.81K
|
10
$5.02K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9New |
$2.72K - $3.43K
|
9
$4.52K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
7New |
$2.11K - $2.67K
|
7
$3.51K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
6+ 3.24% |
$1.81K - $2.29K
|
191
$95.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6New |
$1.81K - $2.29K
|
6
$3.01K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
40KNew |
$10.2M - $13M
|
40K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.65KNew |
$1.7M - $2.16M
|
6.65K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.18KNew |
$1.32M - $1.68M
|
5.18K
$2.6M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.92KNew |
$1M - $1.27M
|
3.92K
$1.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Covea Finance
|
BUY
|
- |
3.8KNew |
$971K - $1.23M
|
3.8K
$1.91M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.42KNew |
$873K - $1.11M
|
3.42K
$1.71M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.85KNew |
$729K - $925K
|
2.85K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
2.53KNew |
$647K - $821K
|
2.53K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$588K - $745K
|
2.3K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
870New |
$222K - $282K
|
870
$436K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
800New |
$204K - $259K
|
800
$401K
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
787New |
$201K - $255K
|
787
$395K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
759New |
$194K - $246K
|
759
$381K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
724New |
$185K - $235K
|
724
$363K
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
700New |
$179K - $227K
|
700
$351K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
678New |
$173K - $220K
|
678
$340K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
675New |
$172K - $219K
|
675
$339K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
122New |
$31.2K - $39.5K
|
122
$61.2K
|
|
|
May 15, 2023
Q1 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
94+ 6.68% |
$24K - $30.5K
|
1.5K
$754K
|
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
88+ 9.27% |
$22.5K - $28.5K
|
1.04K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
51+ 26.42% |
$13K - $16.5K
|
244
$122K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38New |
$9.71K - $12.3K
|
38
$19.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
23New |
$5.88K - $7.45K
|
23
$11.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
15New |
$3.83K - $4.86K
|
15
$7.53K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12New |
$3.07K - $3.89K
|
12
$6.02K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5New |
$1.28K - $1.62K
|
5
$2.51K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.08% |
$256 - $324
|
49
$24.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 3.7% |
$256 - $324
|
28
$14K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
542KNew |
$129M - $154M
|
542K
$272M
|
|
|
Feb 14, 2023
Q4 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.25KNew |
$1.01M - $1.2M
|
4.25K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.17KNew |
$757K - $899K
|
3.17K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
1.68K+ 11.41% |
$402K - $477K
|
16.4K
$8.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.64KNew |
$392K - $465K
|
1.64K
$824K
|
|