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 |
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
619+ 77.57% |
$140K - $189K
|
1.42K
$711K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
603New |
$137K - $184K
|
603
$303K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
298New |
$67.6K - $91K
|
298
$149K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
225New |
$51.1K - $68.7K
|
225
$113K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
217+ 14.37% |
$49.2K - $66.3K
|
1.73K
$866K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
106New |
$24.1K - $32.4K
|
106
$53.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
80New |
$18.2K - $24.4K
|
80
$40.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
60+ 66.67% |
$13.6K - $18.3K
|
150
$75.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$13K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$5.9K - $7.94K
|
26
$13K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18New |
$4.08K - $5.5K
|
18
$9.03K
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
100New |
$26.7K - $31.6K
|
100
$50.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 53.33% |
$10.7K - $12.6K
|
115
$57.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
30New |
$8.02K - $9.48K
|
30
$15.1K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
50New |
$13.2K - $14.8K
|
50
$25.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14New |
$3.7K - $4.14K
|
14
$7.02K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
645KNew |
$172M - $197M
|
645K
$324M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
2.18KNew |
$582K - $665K
|
2.18K
$1.09M
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
780New |
$208K - $238K
|
780
$391K
|
|
|
Jul 16, 2021
Q2 2021
|
American Research & Management Co.
|
BUY
|
- |
400New |
$107K - $122K
|
400
$201K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
100New |
$26.7K - $30.5K
|
100
$50.2K
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
63New |
$16.8K - $19.2K
|
63
$31.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$3.47K - $3.97K
|
13
$6.52K
|
|
| Q4 2020 | |||||||
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
66New |
$14.4K - $16K
|
66
$33.1K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
20New |
$3.56K - $4.97K
|
20
$10K
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
18New |
$3.2K - $4.48K
|
18
$9.03K
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
800New |
$116K - $145K
|
800
$401K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
291New |
$40.3K - $53.2K
|
291
$146K
|
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
BUY
|
- |
40New |
$5.54K - $7.31K
|
40
$20.1K
|
|
|
May 07, 2020
Q1 2020
|
Bourgeon Capital Management LLC
|
BUY
|
- |
10New |
$1.38K - $1.83K
|
10
$5.02K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Ubs Group Ag
|
BUY
|
CALL |
28.4KNew |
$4.05M - $4.76M
|
28.4K
$14.2M
|
|
|
Jul 24, 2019
Q2 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
230New |
$32.8K - $38.6K
|
230
$115K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
10.5KNew |
$1.74M - $1.95M
|
10.5K
$5.27M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
1.74KNew |
$289K - $323K
|
1.74K
$873K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
105KNew |
$16.7M - $17.9M
|
105K
$52.5M
|
|
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
23New |
$3.66K - $3.94K
|
23
$11.5K
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
5KNew |
$712K - $805K
|
5K
$2.51M
|
|