Purchases and Sales Made in Q2 2025 in Watsco Inc (WSO)
This table provides information about the institutional ownership of Watsco Inc (WSO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dudley & Shanley, Inc.
|
BUY
|
- |
14.4K+ 56.65% |
$6.08M - $7.5M
|
39.8K
$18.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
10.6K+ 178.6% |
$4.45M - $5.5M
|
16.5K
$7.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.84K+ 45.47% |
$4.15M - $5.12M
|
31.5K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
2.85K+ 3.77% |
$1.2M - $1.49M
|
78.6K
$37.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 5.69% |
$295K - $364K
|
13K
$6.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
638+ 4.61% |
$269K - $332K
|
14.5K
$6.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
311+ 4.65% |
$131K - $162K
|
7K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
260+ 16.2% |
$110K - $135K
|
1.87K
$882K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
218+ 1.38% |
$92K - $114K
|
16K
$7.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 5.77% |
$27.4K - $33.8K
|
1.19K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
46+ 6.34% |
$19.4K - $24K
|
771
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
23+ 0.6% |
$9.7K - $12K
|
3.86K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 55.56% |
$6.33K - $7.81K
|
42
$19.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
11+ 1.07% |
$4.64K - $5.73K
|
1.04K
$493K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$1.69K - $2.08K
|
905
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 25.0% |
$422 - $521
|
5
$2.37K
|
|
|
Jul 11, 2025
Q2 2025
|
Enhancing Capital LLC
|
SELL
|
- |
-1- 0.12% |
$422 - $521
|
812
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1- 0.15% |
$422 - $521
|
679
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-16- 1.69% |
$6.75K - $8.33K
|
929
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-21- 23.86% |
$8.86K - $10.9K
|
67
$31.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-26- 1.31% |
$11K - $13.5K
|
1.95K
$924K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 3.86% |
$22.4K - $27.6K
|
1.32K
$625K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-74- 8.04% |
$31.2K - $38.5K
|
846
$400K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-98- 12.6% |
$41.3K - $51K
|
680
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-98- 3.13% |
$41.3K - $51K
|
3.03K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-123- 0.31% |
$51.9K - $64K
|
39.2K
$18.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-451- 31.72% |
$190K - $235K
|
971
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-590- 20.23% |
$249K - $307K
|
2.33K
$1.1M
|