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
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
105
+ 42.86%
$25.1K - $29.7K
350 $166K
Jan 17, 2023 Q4 2022
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
65
New
$15.5K - $18.4K
65 $30.7K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
41
New
$9.78K - $11.6K
41 $19.4K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
28
+ 15.14%
$6.68K - $7.93K
213 $101K
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
22
New
$5.25K - $6.23K
22 $10.4K
Feb 03, 2023 Q4 2022
Western Pacific Wealth Management, LP

BUY
 -
16
New
$3.82K - $4.53K
16 $7.57K
Feb 14, 2023 Q4 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
15
New
$3.58K - $4.25K
15 $7.1K
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
9
New
$2.15K - $2.55K
9 $4.26K
Feb 07, 2023 Q4 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
5
New
$1.19K - $1.42K
5 $2.37K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
3
New
$716 - $850
3 $1.42K
Q3 2022
Nov 14, 2022 Q3 2022
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
BUY
 -
29.6K
+ 753.4%
$7.13M - $9.02M
33.5K $15.8M
Nov 09, 2022 Q3 2022
Distillate Capital Partners LLC

BUY
 -
23.9K
New
$5.76M - $7.29M
23.9K $11.3M
Apr 14, 2025 Q3 2022
Cooper Investors Pty LTD

Melbourne, Victoria, C3
BUY
 -
10.1K
New
$2.43M - $3.08M
10.1K $4.78M
Oct 31, 2022 Q3 2022
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
8.17K
New
$1.97M - $2.49M
8.17K $3.86M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
6.96K
+ 4.66%
$1.68M - $2.12M
156K $74M
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
BUY
 -
3.85K
+ 458.76%
$928K - $1.17M
4.69K $2.22M
Nov 14, 2022 Q3 2022
Advisor Shares Investments LLC

Bethesda, MD
BUY
 -
3.65K
New
$878K - $1.11M
3.65K $1.72M
Nov 14, 2022 Q3 2022
Principal Street Partners, LLC

Memphis, TN
BUY
 -
2.6K
+ 15.8%
$627K - $793K
19.1K $9.02M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
1.48K
+ 98.15%
$358K - $453K
3K $1.42M
Nov 14, 2022 Q3 2022
Concentric Capital Strategies, LP

Stamford, CT
BUY
 -
1.39K
New
$334K - $423K
1.39K $656K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
245
New
$59K - $74.7K
245 $116K
Nov 14, 2022 Q3 2022
De Burlo Group Inc

Boston, MA
BUY
 -
75
New
$18.1K - $22.9K
75 $35.5K
Oct 28, 2022 Q3 2022
Community Bank, N.A.

BUY
 -
74
New
$17.8K - $22.6K
74 $35K
Oct 14, 2022 Q3 2022
Pacifica Partners Inc.

BUY
 -
35
New
$8.43K - $10.7K
35 $16.6K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
23
New
$5.54K - $7.02K
23 $10.9K
Oct 18, 2022 Q3 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
22
New
$5.3K - $6.71K
22 $10.4K
Nov 09, 2022 Q3 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
20
New
$4.82K - $6.1K
20 $9.46K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
19
New
$4.58K - $5.8K
19 $8.99K
Nov 09, 2022 Q3 2022
Jackson Creek Investment Advisors LLC

BUY
 -
11
+ 0.73%
$2.65K - $3.36K
1.51K $715K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
10
+ 1000.0%
$2.41K - $3.05K
11 $5.2K
Oct 24, 2022 Q3 2022
Optimum Investment Advisors

BUY
 -
9
New
$2.17K - $2.75K
9 $4.26K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
8
New
$1.93K - $2.44K
8 $3.78K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
8
New
$1.93K - $2.44K
8 $3.78K
Oct 13, 2022 Q3 2022
Adirondack Trust CO

BUY
 -
8
New
$1.93K - $2.44K
8 $3.78K
Oct 20, 2022 Q3 2022
Tsfg, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q2 2022
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
11.4K
+ 43.23%
$2.59M - $3.49M
37.9K $17.9M
Jul 22, 2022 Q2 2022
High Tower Trust Services, Lta

BUY
 -
10.6K
New
$2.4M - $3.23M
10.6K $5M
Aug 03, 2022 Q2 2022
Robeco Schweiz Ag

BUY
 -
7.7K
New
$1.75M - $2.35M
7.7K $3.64M
Jul 25, 2022 Q2 2022
Fortem Financial Group, LLC

BUY
 -
3.63K
New
$824K - $1.11M
3.63K $1.72M
Aug 15, 2022 Q2 2022
Ninety One Sa (Pty) LTD

Cape Town, T3
BUY
 -
2.55K
New
$579K - $780K
2.55K $1.21M
Aug 15, 2022 Q2 2022
Point72 Hong Kong LTD

Hong Kong, K3
BUY
 -
1.69K
+ 221.78%
$384K - $516K
2.45K $1.16M
Aug 10, 2022 Q2 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
1K
New
$227K - $306K
1K $473K
Sep 21, 2023 Q2 2022
Jefferies Group LLC

New York, NY
BUY
 -
619
+ 77.57%
$140K - $189K
1.42K $670K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
603
New
$137K - $184K
603 $285K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
298
New
$67.6K - $91K
298 $141K
Aug 18, 2022 Q2 2022
Ima Wealth, Inc.

Wichita, KS
BUY
 -
225
New
$51.1K - $68.7K
225 $106K
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
217
+ 14.37%
$49.2K - $66.3K
1.73K $817K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
106
New
$24.1K - $32.4K
106 $50.1K
Jul 19, 2022 Q2 2022
Hanson & Doremus Investment Management

BUY
 -
80
New
$18.2K - $24.4K
80 $37.8K

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