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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 20.0% |
$382 - $490
|
4
$1.37K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-35- 10.8% |
$13.4K - $17.1K
|
289
$99.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
104+ 0.66% |
$39.7K - $51K
|
16K
$5.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 1.62% |
$3.44K - $4.41K
|
545
$187K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
BUY
|
- |
10+ 0.03% |
$3.82K - $4.9K
|
32.1K
$11M
|
|
|
Oct 30, 2025
Q3 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
70.4K+ 257.51% |
$26.9M - $34.5M
|
97.7K
$33.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-278- 5.26% |
$106K - $136K
|
5.01K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-716- 13.55% |
$273K - $351K
|
4.57K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-45- 0.98% |
$17.2K - $22K
|
4.55K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-760- 16.07% |
$290K - $372K
|
3.97K
$1.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
46+ 2.86% |
$17.6K - $22.5K
|
1.65K
$568K
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.43K+ 90.17% |
$547K - $701K
|
3.02K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.32% |
$2.67K - $3.43K
|
2.21K
$757K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
226+ 17.34% |
$86.3K - $111K
|
1.53K
$525K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6+ 0.04% |
$2.29K - $2.94K
|
16.1K
$5.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
1.17KNew |
$446K - $573K
|
1.17K
$401K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.29KNew |
$494K - $634K
|
1.29K
$444K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-3- 9.09% |
$1.15K - $1.47K
|
30
$10.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
38+ 4.18% |
$14.5K - $18.6K
|
948
$325K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
323New |
$123K - $158K
|
323
$111K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-190- 2.43% |
$72.6K - $93.1K
|
7.63K
$2.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
11New |
$4.2K - $5.39K
|
11
$3.77K
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
36+ 0.52% |
$13.7K - $17.6K
|
6.99K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
800+ 8.4% |
$306K - $392K
|
10.3K
$3.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-8- 1.17% |
$3.06K - $3.92K
|
674
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-85- 48.57% |
$32.5K - $41.6K
|
90
$30.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
BUY
|
- |
16.8K+ 31.53% |
$6.43M - $8.24M
|
70.2K
$24.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Hestia Capital Management, LLC
Cranberry Township, PA |
SELL
|
PUT |
-200- 6.06% |
$76.4K - $98K
|
3.1K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
151+ 5.19% |
$57.7K - $74K
|
3.06K
$1.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-10- 5.41% |
$3.82K - $4.9K
|
175
$60K
|
|
|
Oct 28, 2025
Q3 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
95+ 14.16% |
$36.3K - $46.5K
|
766
$263K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
218+ 30.11% |
$83.3K - $107K
|
942
$323K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-127- 9.01% |
$48.5K - $62.2K
|
1.28K
$440K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-19.3K- 17.49% |
$7.38M - $9.46M
|
91.1K
$31.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
689New |
$263K - $338K
|
689
$236K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
203+ 12.56% |
$77.5K - $99.5K
|
1.82K
$624K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 1.88% |
$6.49K - $8.33K
|
888
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.68K+ 2.46% |
$642K - $823K
|
69.9K
$24M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2KNew |
$7.35M - $9.43M
|
19.2K
$6.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-34- 0.9% |
$13K - $16.7K
|
3.76K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
43+ 14.98% |
$16.4K - $21.1K
|
330
$113K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-534- 11.72% |
$204K - $262K
|
4.02K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-181- 7.8% |
$69.1K - $88.7K
|
2.14K
$734K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
187+ 3.41% |
$71.4K - $91.6K
|
5.67K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
20+ 0.76% |
$7.64K - $9.8K
|
2.65K
$908K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-316- 1.79% |
$121K - $155K
|
17.3K
$5.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12+ 1.53% |
$4.58K - $5.88K
|
798
$274K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-74- 0.24% |
$28.3K - $36.3K
|
31.4K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3- 9.09% |
$1.15K - $1.47K
|
30
$10.3K
|
|