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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
634+ 8.24% |
$294K - $336K
|
8.33K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
626New |
$290K - $332K
|
626
$296K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
625+ 16.05% |
$290K - $332K
|
4.52K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
621+ 1.05% |
$288K - $330K
|
59.9K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
619New |
$287K - $329K
|
619
$293K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
617+ 3.37% |
$286K - $327K
|
19K
$8.96M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
610+ 4.01% |
$283K - $324K
|
15.8K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
593+ 5.72% |
$275K - $315K
|
11K
$5.18M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
582+ 76.88% |
$270K - $309K
|
1.34K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
567+ 12.6% |
$263K - $301K
|
5.07K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
563+ 14.66% |
$261K - $299K
|
4.4K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
554New |
$257K - $294K
|
554
$262K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
551New |
$256K - $292K
|
551
$261K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
536+ 8.35% |
$249K - $284K
|
6.96K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
532+ 5.65% |
$247K - $282K
|
9.95K
$4.71M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
526+ 0.46% |
$244K - $279K
|
115K
$54.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
523New |
$243K - $278K
|
523
$247K
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
522+ 118.91% |
$242K - $277K
|
961
$455K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
518New |
$240K - $275K
|
518
$245K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
503+ 6.34% |
$233K - $267K
|
8.43K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
502+ 1.07% |
$233K - $266K
|
47.4K
$22.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
499+ 5.46% |
$231K - $265K
|
9.64K
$4.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
482+ 133.15% |
$224K - $256K
|
844
$399K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
472New |
$219K - $251K
|
472
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
470New |
$218K - $249K
|
470
$222K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
469+ 58.55% |
$218K - $249K
|
1.27K
$601K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
467New |
$217K - $248K
|
467
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
460New |
$213K - $244K
|
460
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
458New |
$212K - $243K
|
458
$217K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
454+ 3.32% |
$211K - $241K
|
14.1K
$6.68M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
446New |
$207K - $237K
|
446
$211K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
420New |
$195K - $223K
|
420
$199K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
420+ 47.73% |
$195K - $223K
|
1.3K
$615K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
413+ 2.36% |
$192K - $219K
|
17.9K
$8.49M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
406+ 8.24% |
$188K - $215K
|
5.33K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
405New |
$188K - $215K
|
405
$192K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
402New |
$186K - $213K
|
402
$190K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
401New |
$186K - $213K
|
401
$190K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
400+ 3.39% |
$186K - $212K
|
12.2K
$5.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400New |
$186K - $212K
|
400
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
399New |
$185K - $212K
|
399
$189K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
398New |
$185K - $211K
|
398
$188K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
397+ 26.56% |
$184K - $211K
|
1.89K
$895K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
381+ 10.28% |
$177K - $202K
|
4.09K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
362+ 4.37% |
$168K - $192K
|
8.65K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
344+ 3.22% |
$160K - $183K
|
11K
$5.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
331+ 1.89% |
$154K - $176K
|
17.9K
$8.45M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
327+ 7.14% |
$152K - $174K
|
4.91K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
309+ 2.74% |
$143K - $164K
|
11.6K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
299+ 1.92% |
$139K - $159K
|
15.9K
$7.52M
|