Latest Institutional Sells of Watsco Inc (WSO)
This list provides information on the latest institutional transactions involving Watsco Inc (WSO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-137- 16.81% |
$63.9K - $77.9K
|
678
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-135- 1.04% |
$63K - $76.8K
|
12.9K
$6.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-134- 0.78% |
$62.5K - $76.2K
|
17K
$8.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-134- 0.39% |
$62.5K - $76.2K
|
34K
$16.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-133- 3.29% |
$62.1K - $75.6K
|
3.91K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-129- 6.53% |
$60.2K - $73.4K
|
1.85K
$871K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-129- 3.06% |
$60.2K - $73.4K
|
4.09K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-126- 0.36% |
$58.8K - $71.7K
|
34.6K
$16.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-110- 1.31% |
$51.3K - $62.6K
|
8.28K
$3.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-106- 11.13% |
$49.5K - $60.3K
|
846
$399K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-101- 8.92% |
$47.1K - $57.4K
|
1.03K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-100- 12.5% |
$46.7K - $56.9K
|
700
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-93- 3.68% |
$43.4K - $52.9K
|
2.44K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-93- 1.55% |
$43.4K - $52.9K
|
5.92K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-92- 10.2% |
$42.9K - $52.3K
|
810
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-91- 2.15% |
$42.5K - $51.8K
|
4.15K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-83- 0.71% |
$38.7K - $47.2K
|
11.6K
$5.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-73- 1.99% |
$34.1K - $41.5K
|
3.59K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-71- 0.42% |
$33.1K - $40.4K
|
16.7K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-68- 1.58% |
$31.7K - $38.7K
|
4.22K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-65- 1.61% |
$30.3K - $37K
|
3.97K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-64- 7.23% |
$29.9K - $36.4K
|
821
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-63- 5.01% |
$29.4K - $35.8K
|
1.2K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-62- 0.77% |
$28.9K - $35.3K
|
8.03K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-61- 7.34% |
$28.5K - $34.7K
|
770
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-61- 1.54% |
$28.5K - $34.7K
|
3.89K
$1.84M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-61- 76.25% |
$28.5K - $34.7K
|
19
$8.97K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-60- 6.26% |
$28K - $34.1K
|
898
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-58- 3.77% |
$27.1K - $33K
|
1.48K
$699K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-56- 2.17% |
$26.1K - $31.9K
|
2.52K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-56- 0.83% |
$26.1K - $31.9K
|
6.71K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.32% |
$23.8K - $29K
|
16K
$7.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-51- 60.71% |
$23.8K - $29K
|
33
$15.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-46- 0.65% |
$21.5K - $26.2K
|
7.08K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-44- 9.26% |
$20.5K - $25K
|
431
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40- 6.85% |
$18.7K - $22.8K
|
544
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-40- 17.78% |
$18.7K - $22.8K
|
185
$87.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-40- 1.34% |
$18.7K - $22.8K
|
2.93K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 12.38% |
$18.2K - $22.2K
|
276
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-37- 3.96% |
$17.3K - $21K
|
898
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 0.26% |
$16.8K - $20.5K
|
14.1K
$6.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-36- 5.59% |
$16.8K - $20.5K
|
608
$287K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-34- 1.46% |
$15.9K - $19.3K
|
2.29K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-33- 5.07% |
$15.4K - $18.8K
|
618
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-32- 0.82% |
$14.9K - $18.2K
|
3.87K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-32- 1.6% |
$14.9K - $18.2K
|
1.96K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-27- 0.39% |
$12.6K - $15.4K
|
6.9K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-27- 3.26% |
$12.6K - $15.4K
|
800
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-27- 7.76% |
$12.6K - $15.4K
|
321
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 4.2% |
$12.1K - $14.8K
|
593
$280K
|