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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
195+ 10.66% |
$87.5K - $101K
|
2.03K
$969K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
191+ 329.31% |
$85.7K - $99.3K
|
249
$119K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
190+ 500.0% |
$85.3K - $98.8K
|
228
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
190+ 0.84% |
$85.3K - $98.8K
|
22.7K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
186+ 83.04% |
$83.5K - $96.7K
|
410
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
182+ 19.68% |
$81.7K - $94.6K
|
1.11K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
176+ 5.72% |
$79K - $91.5K
|
3.26K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
172+ 3.28% |
$77.2K - $89.4K
|
5.42K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
160+ 15.63% |
$71.8K - $83.2K
|
1.18K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
152+ 22.86% |
$68.2K - $79K
|
817
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
152+ 4.34% |
$68.2K - $79K
|
3.65K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
144+ 2.58% |
$64.6K - $74.9K
|
5.72K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142+ 1.92% |
$63.7K - $73.8K
|
7.53K
$3.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
140+ 4.01% |
$62.8K - $72.8K
|
3.63K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
140+ 8.01% |
$62.8K - $72.8K
|
1.89K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
134+ 5.21% |
$60.1K - $69.7K
|
2.71K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
132+ 2.99% |
$59.2K - $68.6K
|
4.54K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
127+ 6.6% |
$57K - $66K
|
2.05K
$982K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
127+ 12.48% |
$57K - $66K
|
1.15K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
126+ 35.9% |
$56.5K - $65.5K
|
477
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
123+ 1.7% |
$55.2K - $63.9K
|
7.36K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
121+ 17.04% |
$54.3K - $62.9K
|
831
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 4.02% |
$53.8K - $62.4K
|
3.1K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
117+ 9.05% |
$52.5K - $60.8K
|
1.41K
$675K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
111New |
$49.8K - $57.7K
|
111
$53.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
105+ 10.46% |
$47.1K - $54.6K
|
1.11K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$44.9K - $52K
|
100
$47.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
97+ 11.98% |
$43.5K - $50.4K
|
907
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
91+ 1.57% |
$40.8K - $47.3K
|
5.9K
$2.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
89+ 3.08% |
$39.9K - $46.3K
|
2.98K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
87New |
$39K - $45.2K
|
87
$41.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
80+ 2.18% |
$35.9K - $41.6K
|
3.74K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
76+ 8.19% |
$34.1K - $39.5K
|
1K
$481K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
75+ 5.02% |
$33.7K - $39K
|
1.57K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74+ 2.02% |
$33.2K - $38.5K
|
3.74K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
71+ 0.18% |
$31.9K - $36.9K
|
38.9K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 3.77% |
$31.4K - $36.4K
|
1.93K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
69+ 3.14% |
$31K - $35.9K
|
2.27K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
67+ 7.72% |
$30.1K - $34.8K
|
935
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
64+ 14.71% |
$28.7K - $33.3K
|
499
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
60+ 0.4% |
$26.9K - $31.2K
|
15.1K
$7.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
60+ 109.09% |
$26.9K - $31.2K
|
115
$55K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
57+ 0.52% |
$25.6K - $29.6K
|
11K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
56+ 4.76% |
$25.1K - $29.1K
|
1.23K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
55+ 3.68% |
$24.7K - $28.6K
|
1.55K
$741K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
53+ 0.46% |
$23.8K - $27.6K
|
11.5K
$5.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
50+ 2.04% |
$22.4K - $26K
|
2.5K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
49+ 1.98% |
$22K - $25.5K
|
2.53K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
48+ 0.17% |
$21.5K - $25K
|
28.3K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
46+ 3.26% |
$20.6K - $23.9K
|
1.46K
$698K
|