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 |
---|---|---|---|---|---|---|---|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-507- 7.05% |
$237K - $288K
|
6.68K
$3.16M
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-421- 0.76% |
$196K - $239K
|
55K
$26M
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-364- 2.74% |
$170K - $207K
|
12.9K
$6.12M
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-300- 8.57% |
$140K - $171K
|
3.2K
$1.51M
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-235- 0.73% |
$110K - $134K
|
32K
$15.1M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-232- 55.11% |
$108K - $132K
|
189
$89.4K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-107- 14.38% |
$49.9K - $60.9K
|
637
$301K
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-100- 12.5% |
$46.7K - $56.9K
|
700
$331K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-62- 0.77% |
$28.9K - $35.3K
|
8.03K
$3.8M
|
|
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
$3.35M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-40- 17.78% |
$18.7K - $22.8K
|
185
$87.5K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 12.38% |
$18.2K - $22.2K
|
276
$131K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-27- 7.76% |
$12.6K - $15.4K
|
321
$152K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-23- 1.42% |
$10.7K - $13.1K
|
1.59K
$754K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-10- 1.75% |
$4.67K - $5.69K
|
560
$265K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-10- 0.2% |
$4.67K - $5.69K
|
5.11K
$2.42M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 0.67% |
$3.27K - $3.98K
|
1.04K
$493K
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 3.85% |
$2.33K - $2.84K
|
125
$59.1K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 1.25% |
$2.33K - $2.84K
|
394
$186K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-3- 60.0% |
$1.4K - $1.71K
|
2
$946
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3- 0.46% |
$1.4K - $1.71K
|
655
$310K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 25.0% |
$933 - $1.14K
|
6
$2.84K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8.79K- 95.42% |
$3.94M - $4.57M
|
422
$200K
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.18K- 96.7% |
$3.22M - $3.73M
|
245
$116K
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.27K- 54.6% |
$1.92M - $2.22M
|
3.55K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.24K- 82.39% |
$1.9M - $2.2M
|
906
$429K
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.35K- 58.98% |
$606K - $702K
|
939
$444K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.3K- 38.24% |
$583K - $676K
|
2.1K
$993K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-615- 0.17% |
$276K - $320K
|
358K
$169M
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-278- 27.07% |
$125K - $145K
|
749
$354K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-262- 91.61% |
$118K - $136K
|
24
$11.4K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-166- 5.43% |
$74.5K - $86.3K
|
2.89K
$1.37M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-116- 18.99% |
$52.1K - $60.3K
|
495
$234K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-86- 2.02% |
$38.6K - $44.7K
|
4.17K
$1.97M
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-74- 2.85% |
$33.2K - $38.5K
|
2.52K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-50- 10.1% |
$22.4K - $26K
|
445
$210K
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-50- 7.99% |
$22.4K - $26K
|
576
$272K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 13.7% |
$22.4K - $26K
|
315
$149K
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-47- 10.0% |
$21.1K - $24.4K
|
423
$200K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-38- 1.29% |
$17.1K - $19.8K
|
2.92K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-36- 2.46% |
$16.2K - $18.7K
|
1.43K
$675K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-24- 92.31% |
$10.8K - $12.5K
|
2
$946
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-18- 1.41% |
$8.08K - $9.36K
|
1.26K
$594K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 3.28% |
$4.49K - $5.2K
|
295
$140K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 41.67% |
$2.24K - $2.6K
|
7
$3.31K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4- 50.0% |
$1.79K - $2.08K
|
4
$1.89K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-5.32K- 97.86% |
$2.11M - $2.61M
|
116
$54.9K
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-3.35K- 43.25% |
$1.33M - $1.64M
|
4.39K
$2.08M
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.45K- 12.67% |
$575K - $711K
|
9.99K
$4.72M
|