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 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41+ 2.79% |
$19K - $21.8K
|
1.51K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
40+ 3.45% |
$18.6K - $21.2K
|
1.2K
$567K
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
40+ 0.05% |
$18.6K - $21.2K
|
87.2K
$41.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
40+ 0.07% |
$18.6K - $21.2K
|
54.5K
$25.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 5.6% |
$18.1K - $20.7K
|
735
$348K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 10.48% |
$17.2K - $19.6K
|
390
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
37+ 6.81% |
$17.2K - $19.6K
|
580
$274K
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
35+ 0.03% |
$16.2K - $18.6K
|
100K
$47.3M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
35+ 6.94% |
$16.2K - $18.6K
|
539
$255K
|
|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
33New |
$15.3K - $17.5K
|
33
$15.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33+ 7.8% |
$15.3K - $17.5K
|
456
$216K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
33New |
$15.3K - $17.5K
|
33
$15.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
32+ 3.5% |
$14.8K - $17K
|
945
$447K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
31New |
$14.4K - $16.5K
|
31
$14.7K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 0.27% |
$14.4K - $16.5K
|
11.6K
$5.49M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
31+ 3100.0% |
$14.4K - $16.5K
|
32
$15.1K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
30+ 115.38% |
$13.9K - $15.9K
|
56
$26.5K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29+ 5.88% |
$13.5K - $15.4K
|
522
$247K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
29+ 5.33% |
$13.5K - $15.4K
|
573
$271K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
29+ 4.58% |
$13.5K - $15.4K
|
662
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29+ 5.91% |
$13.5K - $15.4K
|
520
$246K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
28+ 0.24% |
$13K - $14.9K
|
11.9K
$5.61M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
27+ 7.24% |
$12.5K - $14.3K
|
400
$189K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
25+ 1.49% |
$11.6K - $13.3K
|
1.71K
$806K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
25+ 4.6% |
$11.6K - $13.3K
|
569
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 2.33% |
$11.1K - $12.7K
|
1.06K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23+ 4.78% |
$10.7K - $12.2K
|
504
$238K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
23New |
$10.7K - $12.2K
|
23
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
23+ 2.19% |
$10.7K - $12.2K
|
1.07K
$508K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22+ 2.92% |
$10.2K - $11.7K
|
776
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$10.2K - $11.7K
|
22
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
21+ 2.48% |
$9.74K - $11.1K
|
867
$410K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
20+ 3.85% |
$9.28K - $10.6K
|
539
$255K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 3.64% |
$8.81K - $10.1K
|
541
$256K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19+ 1.59% |
$8.81K - $10.1K
|
1.22K
$575K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
18New |
$8.35K - $9.55K
|
18
$8.51K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.59% |
$8.35K - $9.55K
|
3.08K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
17New |
$7.89K - $9.02K
|
17
$8.04K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 30.77% |
$7.42K - $8.49K
|
68
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
14New |
$6.49K - $7.43K
|
14
$6.62K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
14+ 3.15% |
$6.49K - $7.43K
|
458
$217K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.57% |
$6.49K - $7.43K
|
2.48K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14+ 0.72% |
$6.49K - $7.43K
|
1.97K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13+ 0.92% |
$6.03K - $6.9K
|
1.42K
$674K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 43.33% |
$6.03K - $6.9K
|
43
$20.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 65.0% |
$6.03K - $6.9K
|
33
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
12+ 1.43% |
$5.57K - $6.37K
|
850
$402K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12+ 1.27% |
$5.57K - $6.37K
|
960
$454K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 36.36% |
$5.57K - $6.37K
|
45
$21.3K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.61% |
$5.57K - $6.37K
|
1.98K
$935K
|