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 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
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
4.2K+ 7.91% |
$1.6M - $2.06M
|
57.3K
$19.7M
|
|
|
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
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 19.05% |
$3.06K - $3.92K
|
50
$17.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12+ 1.53% |
$4.58K - $5.88K
|
798
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-339- 11.19% |
$129K - $166K
|
2.69K
$923K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-134- 9.3% |
$51.2K - $65.7K
|
1.31K
$448K
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
393+ 79.88% |
$150K - $193K
|
885
$304K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
140New |
$53.5K - $68.6K
|
140
$48K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-61- 0.89% |
$23.3K - $29.9K
|
6.8K
$2.33M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.56% |
$76.4K - $98K
|
35.2K
$12.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-118- 0.35% |
$45.1K - $57.8K
|
33.6K
$11.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-11.2K- 10.64% |
$4.29M - $5.51M
|
94.4K
$32.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-256- 6.69% |
$97.8K - $125K
|
3.57K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 16.67% |
$382 - $490
|
7
$2.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
888+ 55.05% |
$339K - $435K
|
2.5K
$858K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-385- 75.34% |
$147K - $189K
|
126
$43.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.7% |
$38.2K - $49K
|
2.61K
$894K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-198- 15.28% |
$75.6K - $97K
|
1.1K
$377K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-56- 3.58% |
$21.4K - $27.4K
|
1.51K
$518K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.25K+ 357.3% |
$3.15M - $4.04M
|
10.6K
$3.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.1K+ 14.09% |
$6.91M - $8.87M
|
147K
$50.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-369- 1.96% |
$141K - $181K
|
18.5K
$6.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
120New |
$45.8K - $58.8K
|
120
$41.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.06KNew |
$404K - $519K
|
1.06K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 9.21% |
$612K - $785K
|
15.8K
$5.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Grace & White Inc
|
SELL
|
- |
-97- 0.25% |
$37K - $47.5K
|
39K
$13.4M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-110- 2.8% |
$42K - $53.9K
|
3.82K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-180- 2.51% |
$68.7K - $88.2K
|
7K
$2.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-953- 22.93% |
$364K - $467K
|
3.2K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-234- 1.8% |
$89.4K - $115K
|
12.8K
$4.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-68- 3.95% |
$26K - $33.3K
|
1.66K
$568K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133+ 1.04% |
$50.8K - $65.2K
|
13K
$4.45M
|
|