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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.68K+ 2.46% |
$642K - $823K
|
69.9K
$24M
|
|
|
Nov 07, 2025
Q3 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.6KNew |
$611K - $784K
|
1.6K
$549K
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.52KNew |
$581K - $745K
|
1.52K
$522K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.48K+ 58.63% |
$567K - $727K
|
4.02K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.43K+ 90.17% |
$547K - $701K
|
3.02K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 17.02% |
$545K - $699K
|
9.81K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.41K+ 12.32% |
$539K - $691K
|
12.9K
$4.41M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 0.35% |
$526K - $674K
|
390K
$134M
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
1.35K+ 172.26% |
$517K - $663K
|
2.14K
$734K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.29KNew |
$494K - $634K
|
1.29K
$444K
|
|
|
Nov 13, 2025
Q3 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.21KNew |
$464K - $595K
|
1.21K
$417K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.21K+ 5.65% |
$463K - $593K
|
22.7K
$7.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.2KNew |
$459K - $589K
|
1.2K
$413K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.19K+ 238.0% |
$455K - $583K
|
1.69K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.19K+ 156.04% |
$454K - $583K
|
1.95K
$669K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.17KNew |
$446K - $573K
|
1.17K
$401K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.15KNew |
$438K - $562K
|
1.15K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.13K+ 5.5% |
$430K - $552K
|
21.6K
$7.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.12K+ 17.43% |
$427K - $547K
|
7.53K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.1K+ 3.55% |
$418K - $537K
|
31.9K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.08K+ 9.01% |
$414K - $531K
|
13.1K
$4.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.08K+ 48.37% |
$413K - $530K
|
3.32K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
1.07K+ 8.26% |
$409K - $524K
|
14K
$4.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.06KNew |
$404K - $519K
|
1.06K
$363K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.04K+ 0.49% |
$398K - $510K
|
213K
$73.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.03K+ 216.77% |
$395K - $507K
|
1.51K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
993+ 3.01% |
$379K - $487K
|
34K
$11.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
990+ 5.48% |
$378K - $485K
|
19K
$6.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
966+ 7.23% |
$369K - $473K
|
14.3K
$4.91M
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
903+ 140.65% |
$345K - $442K
|
1.55K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
900New |
$344K - $441K
|
900
$309K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
897New |
$343K - $440K
|
897
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
891New |
$340K - $437K
|
891
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
888+ 55.05% |
$339K - $435K
|
2.5K
$858K
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
872+ 30.07% |
$333K - $427K
|
3.77K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
869New |
$332K - $426K
|
869
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
864+ 2.72% |
$330K - $423K
|
32.6K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
802+ 89.01% |
$306K - $393K
|
1.7K
$584K
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
800+ 11.11% |
$306K - $392K
|
8K
$2.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
800+ 8.4% |
$306K - $392K
|
10.3K
$3.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
788+ 84.1% |
$301K - $386K
|
1.73K
$592K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
767New |
$293K - $376K
|
767
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
744+ 10.47% |
$284K - $365K
|
7.85K
$2.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
726+ 1.04% |
$277K - $356K
|
70.7K
$24.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
700New |
$267K - $343K
|
700
$240K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
689New |
$263K - $338K
|
689
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
681+ 53.0% |
$260K - $334K
|
1.97K
$675K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
663+ 314.22% |
$253K - $325K
|
874
$300K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
640New |
$244K - $314K
|
640
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
638+ 6.22% |
$244K - $313K
|
10.9K
$3.74M
|
|