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 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
46+ 5.95% |
$20.6K - $23.9K
|
819
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
44+ 3.37% |
$19.7K - $22.9K
|
1.35K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 5.01% |
$18.4K - $21.3K
|
860
$412K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$19.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$19.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
39New |
$17.5K - $20.3K
|
39
$18.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 8.02% |
$17.1K - $19.8K
|
512
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
37+ 6.43% |
$16.6K - $19.2K
|
612
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 1.74% |
$15.3K - $17.7K
|
1.99K
$952K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
34New |
$15.3K - $17.7K
|
34
$16.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
33+ 57.89% |
$14.8K - $17.2K
|
90
$43.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
28+ 5.15% |
$12.6K - $14.6K
|
572
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
24+ 2.23% |
$10.8K - $12.5K
|
1.1K
$526K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 4.29% |
$10.8K - $12.5K
|
584
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 0.45% |
$10.8K - $12.5K
|
5.38K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
24+ 2.59% |
$10.8K - $12.5K
|
952
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 3.76% |
$9.42K - $10.9K
|
580
$278K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21New |
$9.42K - $10.9K
|
21
$10.1K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.67% |
$8.97K - $10.4K
|
3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
19+ 1.83% |
$8.53K - $9.88K
|
1.06K
$506K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 17.14% |
$8.08K - $9.36K
|
123
$58.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$8.08K - $9.36K
|
18
$8.61K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
16New |
$7.18K - $8.32K
|
16
$7.66K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
14+ 7.07% |
$6.28K - $7.28K
|
212
$101K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13New |
$5.83K - $6.76K
|
13
$6.22K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 92.31% |
$5.38K - $6.24K
|
25
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11+ 2.84% |
$4.94K - $5.72K
|
399
$191K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
11New |
$4.94K - $5.72K
|
11
$5.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 13.51% |
$4.49K - $5.2K
|
84
$40.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 1.26% |
$4.49K - $5.2K
|
802
$384K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
8+ 0.53% |
$3.59K - $4.16K
|
1.52K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8+ 1.63% |
$3.59K - $4.16K
|
500
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8+ 0.4% |
$3.59K - $4.16K
|
2.02K
$965K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 29.63% |
$3.59K - $4.16K
|
35
$16.8K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.12% |
$2.69K - $3.12K
|
5.12K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5+ 0.91% |
$2.24K - $2.6K
|
553
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.9% |
$1.79K - $2.08K
|
446
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4New |
$1.79K - $2.08K
|
4
$1.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.33% |
$1.35K - $1.56K
|
902
$432K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$1.35K - $1.56K
|
3
$1.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$897 - $1.04K
|
561
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2+ 15.38% |
$897 - $1.04K
|
15
$7.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2+ 0.03% |
$897 - $1.04K
|
6.01K
$2.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$897 - $1.04K
|
2
$957
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 2.7% |
$449 - $520
|
38
$18.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.16% |
$449 - $520
|
628
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
$449 - $520
|
1
$479
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.2% |
$449 - $520
|
504
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.22% |
$449 - $520
|
46
$22K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
1New |
$449 - $520
|
1
$479
|