Purchases and Sales Made in Q1 2025 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q1 2025. The information is specifically focused on institutions that hold shares of WATSCO INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13+ 43.33% |
$6.03K - $6.9K
|
43
$20.3K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13+ 0.92% |
$6.03K - $6.9K
|
1.42K
$674K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 65.0% |
$6.03K - $6.9K
|
33
$15.6K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 36.36% |
$5.57K - $6.37K
|
45
$21.3K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
12+ 1.43% |
$5.57K - $6.37K
|
850
$402K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12+ 0.61% |
$5.57K - $6.37K
|
1.98K
$935K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 3.08% |
$5.57K - $6.37K
|
402
$190K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12+ 1.27% |
$5.57K - $6.37K
|
960
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11New |
$5.1K - $5.84K
|
11
$5.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 84.62% |
$5.1K - $5.84K
|
24
$11.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
11New |
$5.1K - $5.84K
|
11
$5.2K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11+ 0.7% |
$5.1K - $5.84K
|
1.59K
$750K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
10+ 0.84% |
$4.64K - $5.31K
|
1.2K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
10+ 2.07% |
$4.64K - $5.31K
|
492
$233K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
10+ 2.35% |
$4.64K - $5.31K
|
436
$206K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 1.71% |
$4.64K - $5.31K
|
595
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9New |
$4.17K - $4.78K
|
9
$4.26K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
9+ 45.0% |
$4.17K - $4.78K
|
29
$13.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 3.24% |
$4.17K - $4.78K
|
287
$136K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8+ 1.04% |
$3.71K - $4.25K
|
777
$368K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$3.71K - $4.25K
|
8
$3.78K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8New |
$3.71K - $4.25K
|
8
$3.78K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 42.11% |
$3.71K - $4.25K
|
27
$12.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$3.25K - $3.72K
|
7
$3.31K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7+ 0.75% |
$3.25K - $3.72K
|
940
$445K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7+ 1.14% |
$3.25K - $3.72K
|
623
$295K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.27% |
$2.78K - $3.18K
|
2.19K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.87% |
$2.78K - $3.18K
|
693
$328K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 1.1% |
$2.78K - $3.18K
|
550
$260K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
6+ 0.64% |
$2.78K - $3.18K
|
943
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5New |
$2.32K - $2.65K
|
5
$2.37K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
5New |
$2.32K - $2.65K
|
5
$2.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5+ 0.54% |
$2.32K - $2.65K
|
937
$443K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$2.32K - $2.65K
|
3.08K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.41% |
$2.32K - $2.65K
|
1.23K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.05% |
$1.86K - $2.12K
|
7.75K
$3.66M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
4New |
$1.86K - $2.12K
|
4
$1.89K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 8.16% |
$1.86K - $2.12K
|
53
$25.1K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4+ 0.76% |
$1.86K - $2.12K
|
531
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 8.57% |
$1.39K - $1.59K
|
38
$18K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3+ 0.14% |
$1.39K - $1.59K
|
2.21K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 100.0% |
$1.39K - $1.59K
|
6
$2.84K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
3New |
$1.39K - $1.59K
|
3
$1.42K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$1.39K - $1.59K
|
901
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
3+ 0.39% |
$1.39K - $1.59K
|
773
$366K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$928 - $1.06K
|
2
$946
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.15% |
$928 - $1.06K
|
1.3K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.22% |
$928 - $1.06K
|
913
$432K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2New |
$928 - $1.06K
|
2
$946
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 7.69% |
$928 - $1.06K
|
28
$13.2K
|