Latest Institutional Transactions on Watsco Inc (WSO)
This table provides information on the latest institutional transactions involving Watsco Inc (WSO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
SELL
|
- |
-279- 11.72% |
$107K - $137K
|
2.1K
$721K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 8.23% |
$9.93K - $12.7K
|
290
$99.5K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
81+ 27.18% |
$30.9K - $39.7K
|
379
$130K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
183New |
$69.9K - $89.7K
|
183
$62.8K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
476+ 4.2% |
$182K - $233K
|
11.8K
$4.05M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 23.08% |
$2.29K - $2.94K
|
20
$6.86K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-12K- 90.55% |
$4.58M - $5.87M
|
1.25K
$429K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.9K+ 26.76% |
$725K - $930K
|
9K
$3.09M
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-288- 1.48% |
$110K - $141K
|
19.2K
$6.59M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1- 50.0% |
$382 - $490
|
1
$343
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-154- 2.37% |
$58.8K - $75.5K
|
6.34K
$2.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
369+ 7.01% |
$141K - $181K
|
5.63K
$1.93M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.38K+ 0.35% |
$526K - $674K
|
390K
$134M
|
|
|
Nov 19, 2025
Q3 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
3.85KNew |
$1.47M - $1.89M
|
3.85K
$1.32M
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 28.09% |
$38.2K - $49K
|
256
$87.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.11K- 23.02% |
$2.33M - $2.99M
|
20.4K
$7.01M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-70- 11.44% |
$26.7K - $34.3K
|
542
$186K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
63.2K+ 85.24% |
$24.2M - $31M
|
137K
$47.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
17New |
$6.49K - $8.33K
|
17
$5.83K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 2.63% |
$382 - $490
|
39
$13.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-10.5K- 8.24% |
$3.99M - $5.12M
|
116K
$39.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-797- 5.91% |
$304K - $391K
|
12.7K
$4.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-11.7K- 24.31% |
$4.47M - $5.73M
|
36.4K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.9K- 26.53% |
$7.23M - $9.28M
|
52.4K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.42K+ 17.73% |
$1.31M - $1.68M
|
22.7K
$7.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1- 0.11% |
$382 - $490
|
915
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
802+ 89.01% |
$306K - $393K
|
1.7K
$584K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.41K+ 12.32% |
$539K - $691K
|
12.9K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
57New |
$21.8K - $27.9K
|
57
$19.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
106+ 13.43% |
$40.5K - $51.9K
|
895
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-304- 23.58% |
$116K - $149K
|
985
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.95K- 80.33% |
$1.51M - $1.93M
|
967
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
249+ 42.06% |
$95.1K - $122K
|
841
$289K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
9.92KNew |
$3.79M - $4.86M
|
9.92K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.43K- 19.5% |
$929K - $1.19M
|
10K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
180+ 8.61% |
$68.7K - $88.2K
|
2.27K
$779K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
16.6K+ 1.36% |
$6.34M - $8.13M
|
1.24M
$425M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-79.5K- 94.32% |
$30.4M - $39M
|
4.79K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-8- 0.35% |
$3.06K - $3.92K
|
2.26K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-27.2K- 12.7% |
$10.4M - $13.3M
|
187K
$64.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5- 2.17% |
$1.91K - $2.45K
|
225
$77.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
6.41KNew |
$2.45M - $3.14M
|
6.41K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
47.6K+ 13.31% |
$18.2M - $23.3M
|
405K
$139M
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
1.35K+ 172.26% |
$517K - $663K
|
2.14K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.53K- 3.84% |
$586K - $751K
|
38.4K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-2.46K- 10.64% |
$939K - $1.2M
|
20.7K
$7.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-658- 6.5% |
$251K - $322K
|
9.46K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
3.81K+ 8.62% |
$1.45M - $1.87M
|
48K
$16.5M
|
|