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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
109+ 15.59% |
$50.9K - $62K
|
808
$387K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
106New |
$49.5K - $60.3K
|
106
$50.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
103+ 2.8% |
$48.1K - $58.6K
|
3.78K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.04% |
$46.7K - $56.9K
|
9.7K
$4.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
97+ 11.62% |
$45.3K - $55.2K
|
932
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
96+ 6.71% |
$44.8K - $54.6K
|
1.53K
$731K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
90+ 0.17% |
$42K - $51.2K
|
54.5K
$26.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 70.97% |
$41.1K - $50.1K
|
212
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
87+ 4.18% |
$40.6K - $49.5K
|
2.17K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
76New |
$35.5K - $43.2K
|
76
$36.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
62+ 1.73% |
$28.9K - $35.3K
|
3.65K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
56+ 0.37% |
$26.1K - $31.9K
|
15.1K
$7.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
55+ 0.61% |
$25.7K - $31.3K
|
9.14K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
54+ 8.71% |
$25.2K - $30.7K
|
674
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53+ 8.53% |
$24.7K - $30.1K
|
674
$323K
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
53+ 12.93% |
$24.7K - $30.1K
|
463
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
52+ 8.4% |
$24.3K - $29.6K
|
671
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
49+ 0.37% |
$22.9K - $27.9K
|
13.2K
$6.33M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
46+ 1.05% |
$21.5K - $26.2K
|
4.44K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 5.36% |
$20.5K - $25K
|
865
$414K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43+ 8.76% |
$20.1K - $24.5K
|
534
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
35+ 30.43% |
$16.3K - $19.9K
|
150
$71.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
30+ 1.12% |
$14K - $17.1K
|
2.72K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
25New |
$11.7K - $14.2K
|
25
$12K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 6.88% |
$11.2K - $13.7K
|
373
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22+ 3.01% |
$10.3K - $12.5K
|
754
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21+ 1.79% |
$9.8K - $11.9K
|
1.2K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
21+ 3.15% |
$9.8K - $11.9K
|
687
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
20+ 1.72% |
$9.33K - $11.4K
|
1.19K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19+ 7.34% |
$8.86K - $10.8K
|
278
$133K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
18New |
$8.4K - $10.2K
|
18
$8.61K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16New |
$7.47K - $9.1K
|
16
$7.66K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
16+ 16.33% |
$7.47K - $9.1K
|
114
$54.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 75.0% |
$7K - $8.53K
|
35
$16.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
14+ 0.44% |
$6.53K - $7.96K
|
3.21K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12+ 1.18% |
$5.6K - $6.83K
|
1.03K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 2.92% |
$5.6K - $6.83K
|
423
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
11+ 34.38% |
$5.13K - $6.26K
|
43
$20.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10+ 3.82% |
$4.67K - $5.69K
|
272
$130K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9+ 1.16% |
$4.2K - $5.12K
|
782
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
8+ 32.0% |
$3.73K - $4.55K
|
33
$15.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
8+ 0.52% |
$3.73K - $4.55K
|
1.55K
$742K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8+ 0.05% |
$3.73K - $4.55K
|
16.2K
$7.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7New |
$3.27K - $3.98K
|
7
$3.35K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
6+ 0.31% |
$2.8K - $3.41K
|
1.97K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5+ 0.82% |
$2.33K - $2.84K
|
614
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$2.33K - $2.84K
|
5
$2.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 8.0% |
$1.87K - $2.28K
|
54
$25.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
3+ 0.15% |
$1.4K - $1.71K
|
1.94K
$928K
|