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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-252- 6.31% |
$85.8K - $108K
|
3.74K
$1.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-184- 2.57% |
$62.7K - $78.9K
|
6.97K
$3.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-158- 7.19% |
$53.8K - $67.8K
|
2.04K
$973K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-114- 18.94% |
$38.8K - $48.9K
|
488
$233K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-113- 7.55% |
$38.5K - $48.5K
|
1.38K
$659K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-91- 98.91% |
$31K - $39K
|
1
$477
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-11- 1.68% |
$3.75K - $4.72K
|
642
$306K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10- 1.58% |
$3.41K - $4.29K
|
621
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 3.7% |
$341 - $429
|
26
$12.4K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.68% |
$341 - $429
|
147
$70K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Point State Capital LP
New York, NY |
SELL
|
PUT |
-150K- 40.0% |
$51.2M - $57.1M
|
225K
$107M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-925- 62.93% |
$315K - $352K
|
545
$260K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-500Closed |
$171K - $190K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-249- 59.0% |
$84.9K - $94.7K
|
173
$82.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-119- 12.67% |
$40.6K - $45.3K
|
820
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-32- 2.32% |
$10.9K - $12.2K
|
1.35K
$643K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-20- 95.24% |
$6.82K - $7.61K
|
1
$477
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-15- 2.54% |
$5.12K - $5.71K
|
575
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 26.67% |
$1.36K - $1.52K
|
11
$5.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.09% |
$682 - $761
|
2.13K
$1.01M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-10.6K- 45.93% |
$3.19M - $4.03M
|
12.4K
$5.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-7.51K- 10.54% |
$2.27M - $2.87M
|
63.8K
$30.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.03K- 34.51% |
$2.12M - $2.68M
|
13.3K
$6.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.02K- 13.01% |
$1.21M - $1.53M
|
26.9K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-3.03K- 38.52% |
$915K - $1.16M
|
4.84K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.46K- 2.81% |
$442K - $558K
|
50.7K
$24.1M
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.3K- 16.88% |
$392K - $496K
|
6.4K
$3.05M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.16K- 45.87% |
$350K - $443K
|
1.37K
$653K
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-260- 0.84% |
$78.5K - $99.2K
|
30.6K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-175- 9.53% |
$52.8K - $66.8K
|
1.66K
$791K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-76- 25.5% |
$22.9K - $29K
|
222
$106K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-54- 4.4% |
$16.3K - $20.6K
|
1.17K
$559K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-28- 2.79% |
$8.45K - $10.7K
|
975
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-23- 0.41% |
$6.94K - $8.77K
|
5.6K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-20- 1.61% |
$6.04K - $7.63K
|
1.23K
$584K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-18- 40.0% |
$5.43K - $6.87K
|
27
$12.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3- 0.25% |
$906 - $1.14K
|
1.17K
$559K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1- 0.99% |
$302 - $381
|
100
$47.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$302 - $381
|
5
$2.38K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.63K- 86.02% |
$1.18M - $1.5M
|
752
$358K
|
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-863- 99.77% |
$221K - $280K
|
2
$953
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 25.0% |
$1.79K - $2.27K
|
21
$10K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 11.63% |
$1.28K - $1.62K
|
38
$18.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-65.9K- 68.68% |
$15.7M - $18.7M
|
30.1K
$14.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.48K- 9.72% |
$353K - $419K
|
13.7K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.12K- 99.55% |
$266K - $316K
|
5
$2.38K
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-27- 2.3% |
$6.44K - $7.65K
|
1.15K
$547K
|
|
| Q3 2022 | |||||||
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-15.8KClosed |
$3.8M - $4.81M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-4.21K- 5.61% |
$1.01M - $1.28M
|
70.7K
$33.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-994- 19.88% |
$240K - $303K
|
4.01K
$1.91M
|
|