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
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.17% |
$464 - $531
|
603
$285K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1+ 0.0% |
$464 - $531
|
34.2K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1+ 100.0% |
$464 - $531
|
2
$946
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$464 - $531
|
2
$946
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.17% |
$464 - $531
|
47
$22.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
1+ 1.54% |
$464 - $531
|
66
$31.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$464 - $531
|
1
$473
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
134KNew |
$62.6M - $76.3M
|
134K
$63.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
93.5K+ 542.19% |
$43.6M - $53.2M
|
111K
$52.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.9KNew |
$11.2M - $13.6M
|
23.9K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22KNew |
$10.3M - $12.5M
|
22K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
18K+ 7911.4% |
$8.42M - $10.3M
|
18.3K
$8.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.3K+ 390.32% |
$4.8M - $5.85M
|
12.9K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
9.95KNew |
$4.64M - $5.66M
|
9.95K
$4.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
8K+ 1.37% |
$3.73M - $4.55M
|
591K
$279M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
7K+ 14.31% |
$3.27M - $3.98M
|
55.9K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
6.41K+ 278.82% |
$2.99M - $3.65M
|
8.71K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.53KNew |
$2.58M - $3.15M
|
5.53K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.09KNew |
$2.38M - $2.9M
|
5.09K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.62KNew |
$2.16M - $2.63M
|
4.62K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
4.42K+ 107.73% |
$2.06M - $2.51M
|
8.52K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.87KNew |
$1.81M - $2.2M
|
3.87K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.52K+ 206.44% |
$1.64M - $2M
|
5.23K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Hestia Capital Management, LLC
Cranberry Township, PA |
BUY
|
PUT |
3.2KNew |
$1.49M - $1.82M
|
3.2K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.17KNew |
$1.48M - $1.8M
|
3.17K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
2.81KNew |
$1.31M - $1.6M
|
2.81K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.68K+ 42.73% |
$1.25M - $1.52M
|
8.96K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.39K+ 264.52% |
$1.11M - $1.36M
|
3.29K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.23K+ 285.04% |
$1.04M - $1.27M
|
3.01K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.12KNew |
$988K - $1.2M
|
2.12K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.1KNew |
$980K - $1.19M
|
2.1K
$993K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$895K - $1.09M
|
1.92K
$908K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.68KNew |
$783K - $955K
|
1.68K
$794K
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.64KNew |
$767K - $935K
|
1.64K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
1.6KNew |
$747K - $910K
|
1.6K
$757K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.3KNew |
$607K - $740K
|
1.3K
$615K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.15K+ 0.34% |
$535K - $652K
|
342K
$162M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.04K+ 42.61% |
$486K - $592K
|
3.48K
$1.65M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
940New |
$439K - $535K
|
940
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
930New |
$434K - $529K
|
930
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
900+ 27.27% |
$420K - $512K
|
4.2K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
863+ 14.88% |
$403K - $491K
|
6.66K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
800New |
$373K - $455K
|
800
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
738New |
$344K - $420K
|
738
$349K
|
|