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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-3.32K- 42.17% |
$1.55M - $1.89M
|
4.55K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
23+ 0.3% |
$10.7K - $13.1K
|
7.69K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-14- 6.6% |
$6.53K - $7.96K
|
198
$92.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.51% |
$467 - $569
|
195
$91.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
723+ 31.26% |
$337K - $411K
|
3.04K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-139- 2.71% |
$64.9K - $79.1K
|
4.98K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.35K+ 46.97% |
$2.03M - $2.47M
|
13.6K
$6.37M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-342- 2.14% |
$160K - $195K
|
15.6K
$7.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-771- 3.38% |
$360K - $439K
|
22K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.7K- 10.89% |
$2.66M - $3.24M
|
46.6K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
1.64KNew |
$767K - $935K
|
1.64K
$769K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2New |
$933 - $1.14K
|
2
$936
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
11.8KNew |
$5.51M - $6.71M
|
11.8K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
284+ 23.95% |
$133K - $162K
|
1.47K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.92K+ 1.03% |
$1.36M - $1.66M
|
288K
$135M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
23+ 0.3% |
$10.7K - $13.1K
|
7.74K
$3.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
239+ 29.88% |
$112K - $136K
|
1.04K
$486K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.9K+ 21.62% |
$2.29M - $2.79M
|
27.6K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
73+ 9.19% |
$34.1K - $41.5K
|
867
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
52.1K+ 1.46% |
$24.3M - $29.6M
|
3.62M
$1.69B
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
12.4KNew |
$5.8M - $7.07M
|
12.4K
$5.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-381- 2.28% |
$178K - $217K
|
16.4K
$7.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
19+ 2.32% |
$8.86K - $10.8K
|
838
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3- 0.33% |
$1.4K - $1.71K
|
904
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-863- 17.77% |
$403K - $491K
|
3.99K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
680New |
$317K - $387K
|
680
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
261+ 4.18% |
$122K - $148K
|
6.51K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12+ 1.91% |
$5.6K - $6.83K
|
640
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-4.62K- 20.37% |
$2.16M - $2.63M
|
18.1K
$8.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-4.9K- 4.75% |
$2.29M - $2.79M
|
98.2K
$46M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.64K- 76.11% |
$3.56M - $4.34M
|
2.4K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.46K- 9.4% |
$681K - $830K
|
14.1K
$6.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-254- 3.26% |
$119K - $144K
|
7.55K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-1.36K- 50.0% |
$636K - $776K
|
1.36K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108+ 0.8% |
$50.4K - $61.4K
|
13.7K
$6.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.47KNew |
$687K - $838K
|
1.47K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47New |
$21.9K - $26.7K
|
47
$22K
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
470+ 1.32% |
$219K - $267K
|
36.1K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
103New |
$48.1K - $58.6K
|
103
$48.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
377+ 30.5% |
$176K - $214K
|
1.61K
$755K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-300- 8.57% |
$140K - $171K
|
3.2K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2.1KNew |
$980K - $1.19M
|
2.1K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-268- 23.82% |
$125K - $152K
|
857
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
80+ 0.09% |
$37.3K - $45.5K
|
88.9K
$41.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
189+ 5.18% |
$88.2K - $107K
|
3.84K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 1.89% |
$467 - $569
|
52
$24.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.23K- 4.38% |
$3.38M - $4.11M
|
158K
$73.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-32- 0.82% |
$14.9K - $18.2K
|
3.87K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
37+ 1.8% |
$17.3K - $21K
|
2.09K
$977K
|