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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10- 2.17% |
$4.64K - $5.31K
|
451
$213K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10- 2.2% |
$4.64K - $5.31K
|
445
$210K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10- 0.76% |
$4.64K - $5.31K
|
1.3K
$617K
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-10- 0.84% |
$4.64K - $5.31K
|
1.19K
$561K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 20.93% |
$4.17K - $4.78K
|
34
$16.1K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-8- 0.99% |
$3.71K - $4.25K
|
802
$379K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8- 22.86% |
$3.71K - $4.25K
|
27
$12.8K
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-7- 2.89% |
$3.25K - $3.72K
|
235
$111K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7- 1.06% |
$3.25K - $3.72K
|
655
$310K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7- 0.13% |
$3.25K - $3.72K
|
5.44K
$2.57M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 28.0% |
$3.25K - $3.72K
|
18
$8.51K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-7- 0.05% |
$3.25K - $3.72K
|
14.5K
$6.87M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6- 0.24% |
$2.78K - $3.18K
|
2.47K
$1.17M
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-6- 0.09% |
$2.78K - $3.18K
|
6.9K
$3.26M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 18.75% |
$2.78K - $3.18K
|
26
$12.3K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 2.7% |
$2.78K - $3.18K
|
216
$102K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- 12.82% |
$2.32K - $2.65K
|
34
$16.1K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-5- 3.33% |
$2.32K - $2.65K
|
145
$68.6K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-4- 0.83% |
$1.86K - $2.12K
|
480
$227K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4- 0.25% |
$1.86K - $2.12K
|
1.6K
$758K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-4- 2.67% |
$1.86K - $2.12K
|
146
$69.1K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 0.46% |
$1.86K - $2.12K
|
861
$407K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4- 1.17% |
$1.86K - $2.12K
|
337
$159K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3- 0.63% |
$1.39K - $1.59K
|
474
$224K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 5.56% |
$1.39K - $1.59K
|
51
$24.1K
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2- 0.4% |
$928 - $1.06K
|
500
$237K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.06% |
$928 - $1.06K
|
3.53K
$1.67M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1- 0.15% |
$464 - $531
|
646
$306K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.51% |
$464 - $531
|
194
$91.8K
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1- 0.22% |
$464 - $531
|
461
$218K
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$464 - $531
|
2.55K
$1.21M
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.29K- 7.0% |
$2.93M - $3.58M
|
83.6K
$39.5M
|
|
Jan 10, 2025
Q4 2024
|
Caledonia Investments PLC
|
SELL
|
- |
-5K- 2.51% |
$2.33M - $2.84M
|
194K
$92M
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.9K- 4.75% |
$2.29M - $2.79M
|
98.2K
$46.5M
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-4.57K- 24.07% |
$2.13M - $2.6M
|
14.4K
$6.82M
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.18K- 27.89% |
$1.48M - $1.81M
|
8.21K
$3.89M
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.97K- 37.35% |
$1.38M - $1.69M
|
4.98K
$2.36M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-2.3K- 54.76% |
$1.07M - $1.31M
|
1.9K
$899K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.73K- 63.62% |
$808K - $985K
|
990
$468K
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-1.36K- 50.0% |
$636K - $776K
|
1.36K
$645K
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.32K- 67.62% |
$617K - $752K
|
633
$299K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.03K- 60.79% |
$481K - $586K
|
665
$315K
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-1K- 55.56% |
$467K - $569K
|
800
$378K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 63.8% |
$402K - $490K
|
489
$231K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-821- 59.97% |
$383K - $467K
|
548
$259K
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-809- 20.59% |
$377K - $460K
|
3.12K
$1.48M
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-800- 53.84% |
$373K - $455K
|
686
$324K
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-771- 3.38% |
$360K - $439K
|
22K
$10.4M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-675- 58.59% |
$315K - $384K
|
477
$226K
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-510- 5.06% |
$238K - $290K
|
9.56K
$4.52M
|