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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
130+ 1.02% |
$44.6K - $53.9K
|
12.9K
$4.42M
|
|
|
Jan 27, 2026
Q4 2025
|
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
Warsaw, |
BUY
|
- |
1.15KNew |
$396K - $479K
|
1.15K
$396K
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
SELL
|
- |
-310- 4.89% |
$106K - $129K
|
6.03K
$2.07M
|
|
|
Jan 27, 2026
Q4 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-627- 0.88% |
$215K - $260K
|
70.6K
$24.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
325+ 16.23% |
$112K - $135K
|
2.33K
$799K
|
|
|
Jan 27, 2026
Q4 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-13- 9.29% |
$4.46K - $5.39K
|
127
$43.6K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
183+ 5.48% |
$62.8K - $75.9K
|
3.52K
$1.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.01K- 5.49% |
$348K - $421K
|
17.5K
$5.99M
|
|
|
Jan 27, 2026
Q4 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
5+ 0.43% |
$1.72K - $2.07K
|
1.17K
$403K
|
|
|
Jan 27, 2026
Q4 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-703- 4.91% |
$241K - $292K
|
13.6K
$4.67M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
79+ 43.65% |
$27.1K - $32.8K
|
260
$89.2K
|
|
|
Jan 27, 2026
Q4 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-95- 10.07% |
$32.6K - $39.4K
|
848
$291K
|
|
|
Jan 27, 2026
Q4 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5- 0.76% |
$1.72K - $2.07K
|
657
$225K
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-36- 3.82% |
$12.4K - $14.9K
|
906
$311K
|
|
|
Jan 26, 2026
Q4 2025
|
Kbc Group Nv
|
SELL
|
- |
-42- 0.89% |
$14.4K - $17.4K
|
4.67K
$1.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
26+ 3.8% |
$8.92K - $10.8K
|
710
$244K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-30- 25.86% |
$10.3K - $12.4K
|
86
$29.5K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-973- 2.98% |
$334K - $404K
|
31.7K
$10.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
1New |
$343 - $415
|
1
$343
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-118- 14.43% |
$40.5K - $49K
|
700
$240K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.06K- 52.21% |
$364K - $441K
|
972
$334K
|
|
|
Jan 26, 2026
Q4 2025
|
Grace & White Inc
|
BUY
|
- |
3.22K+ 8.25% |
$1.1M - $1.33M
|
42.2K
$14.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
SELL
|
- |
-98- 24.62% |
$33.6K - $40.7K
|
300
$103K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
902New |
$309K - $374K
|
902
$309K
|
|
|
Jan 26, 2026
Q4 2025
|
Chicago Capital, LLC
|
BUY
|
- |
76+ 2.59% |
$26.1K - $31.5K
|
3.01K
$1.03M
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-472- 13.25% |
$162K - $196K
|
3.09K
$1.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.23K- 4.62% |
$1.11M - $1.34M
|
66.7K
$22.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-857- 19.48% |
$294K - $356K
|
3.54K
$1.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-143- 14.9% |
$49.1K - $59.3K
|
817
$280K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-63- 9.92% |
$21.6K - $26.1K
|
572
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-350- 9.17% |
$120K - $145K
|
3.47K
$1.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Baillie Gifford & CO
|
SELL
|
- |
-26.6K- 2.82% |
$9.12M - $11M
|
917K
$315M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 50.0% |
$2.06K - $2.49K
|
6
$2.06K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-53- 4.65% |
$18.2K - $22K
|
1.09K
$373K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
919New |
$315K - $381K
|
919
$315K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
169+ 9.85% |
$58K - $70.1K
|
1.88K
$646K
|
|
|
Jan 23, 2026
Q4 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
316+ 8.07% |
$108K - $131K
|
4.23K
$1.45M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.81K- 17.22% |
$1.99M - $2.41M
|
27.9K
$9.59M
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
23+ 19.17% |
$7.89K - $9.54K
|
143
$49.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
9New |
$3.09K - $3.73K
|
9
$3.09K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-746- 24.18% |
$256K - $310K
|
2.34K
$803K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-778- 89.22% |
$267K - $323K
|
94
$32.3K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25New |
$8.58K - $10.4K
|
25
$8.58K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-181- 8.69% |
$62.1K - $75.1K
|
1.9K
$653K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-70- 94.59% |
$24K - $29K
|
4
$1.37K
|
|
|
Jan 21, 2026
Q4 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
1.74KNew |
$597K - $722K
|
1.74K
$597K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$343 - $415
|
1.17K
$400K
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-80- 1.76% |
$27.4K - $33.2K
|
4.47K
$1.53M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
216+ 27.14% |
$74.1K - $89.6K
|
1.01K
$347K
|
|