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 22, 2025
Q3 2025
|
Harvey Investment CO LLC
|
BUY
|
- |
220+ 8.01% |
$84K - $108K
|
2.97K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-98- 1.0% |
$37.4K - $48K
|
9.75K
$3.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-65- 2.17% |
$24.8K - $31.8K
|
2.93K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-198- 83.54% |
$75.6K - $97K
|
39
$13.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
28+ 3.65% |
$10.7K - $13.7K
|
796
$273K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
42+ 1.28% |
$16K - $20.6K
|
3.31K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.02% |
$38.2K - $49K
|
9.7K
$3.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-665- 19.12% |
$254K - $326K
|
2.81K
$965K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4+ 0.74% |
$1.53K - $1.96K
|
546
$187K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33- 3.9% |
$12.6K - $16.2K
|
813
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-880- 12.28% |
$336K - $431K
|
6.29K
$2.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-1.96K- 43.53% |
$750K - $962K
|
2.55K
$874K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
626+ 41.02% |
$239K - $307K
|
2.15K
$738K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 25.0% |
$382 - $490
|
5
$1.72K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
277+ 18.45% |
$106K - $136K
|
1.78K
$610K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
71+ 2366.67% |
$27.1K - $34.8K
|
74
$25.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
104+ 2.73% |
$39.7K - $51K
|
3.92K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 3.58% |
$8.02K - $10.3K
|
566
$194K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
92New |
$35.1K - $45.1K
|
92
$31.6K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-65- 2.9% |
$24.8K - $31.8K
|
2.18K
$748K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.3K+ 3.8% |
$879K - $1.13M
|
62.8K
$21.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-37- 2.8% |
$14.1K - $18.1K
|
1.29K
$441K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 4.48% |
$2.29K - $2.94K
|
140
$48K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
4New |
$1.53K - $1.96K
|
4
$1.37K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.54% |
$2.67K - $3.43K
|
1.31K
$449K
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-36- 1.01% |
$13.7K - $17.6K
|
3.52K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-202- 12.14% |
$77.2K - $99K
|
1.46K
$502K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-707- 31.53% |
$270K - $346K
|
1.54K
$527K
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
BUY
|
- |
726+ 1.04% |
$277K - $356K
|
70.7K
$24.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
51+ 0.39% |
$19.5K - $25K
|
13.1K
$4.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
44+ 2.86% |
$16.8K - $21.6K
|
1.59K
$544K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
20+ 47.62% |
$7.64K - $9.8K
|
62
$21.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
257New |
$98.2K - $126K
|
257
$88.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-198- 13.93% |
$75.6K - $97K
|
1.22K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
485+ 105.9% |
$185K - $238K
|
943
$324K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-7- 0.75% |
$2.67K - $3.43K
|
922
$316K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
869New |
$332K - $426K
|
869
$298K
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
13+ 0.09% |
$4.97K - $6.37K
|
14.5K
$4.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-725- 17.99% |
$277K - $355K
|
3.3K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 25.0% |
$1.53K - $1.96K
|
12
$4.12K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1+ 3.57% |
$382 - $490
|
29
$9.95K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
172+ 45.5% |
$65.7K - $84.3K
|
550
$189K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2New |
$764 - $980
|
2
$686
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-180- 0.53% |
$68.7K - $88.2K
|
33.8K
$11.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34+ 6.0% |
$13K - $16.7K
|
601
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
36K+ 11.22% |
$13.8M - $17.6M
|
357K
$122M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.81K+ 7.39% |
$2.22M - $2.85M
|
84.4K
$29M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-29- 20.0% |
$11.1K - $14.2K
|
116
$39.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-68- 11.54% |
$26K - $33.3K
|
521
$179K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-21- 0.96% |
$8.02K - $10.3K
|
2.17K
$744K
|
|