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 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
213+ 4.84% |
$81.4K - $104K
|
4.61K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.67KNew |
$1.79M - $2.29M
|
4.67K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-109- 13.75% |
$41.6K - $53.4K
|
684
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.25K- 6.75% |
$2.39M - $3.06M
|
86.3K
$29.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
640New |
$244K - $314K
|
640
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1New |
$382 - $490
|
1
$343
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-150- 8.04% |
$57.3K - $73.5K
|
1.72K
$588K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 0.84% |
$764 - $980
|
240
$82.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-771- 6.35% |
$294K - $378K
|
11.4K
$3.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-581- 18.22% |
$222K - $285K
|
2.61K
$895K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-20- 2.2% |
$7.64K - $9.8K
|
889
$305K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
81+ 8.34% |
$30.9K - $39.7K
|
1.05K
$361K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
SELL
|
- |
-53- 4.47% |
$20.2K - $26K
|
1.13K
$388K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.28% |
$1.91K - $2.45K
|
1.79K
$615K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.39% |
$382 - $490
|
256
$87.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
299+ 2.86% |
$114K - $147K
|
10.7K
$3.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
1.85K+ 2.66% |
$705K - $904K
|
71.2K
$24.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-201- 0.51% |
$76.8K - $98.5K
|
39K
$13.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$382 - $490
|
2
$686
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.17K- 29.45% |
$1.21M - $1.55M
|
7.59K
$2.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.49K+ 30.61% |
$1.71M - $2.2M
|
19.1K
$6.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13- 30.95% |
$4.97K - $6.37K
|
29
$9.95K
|
|
|
Oct 08, 2025
Q3 2025
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-463- 1.16% |
$177K - $227K
|
39.4K
$13.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.49% |
$382 - $490
|
68
$23.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-372- 2.16% |
$142K - $182K
|
16.9K
$5.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 7.08% |
$11.5K - $14.7K
|
454
$156K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
11New |
$4.2K - $5.39K
|
11
$3.77K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
67New |
$25.6K - $32.8K
|
67
$23K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-65- 5.99% |
$24.8K - $31.8K
|
1.02K
$350K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
897New |
$343K - $440K
|
897
$308K
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-117- 15.18% |
$44.7K - $57.3K
|
654
$224K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-117- 15.27% |
$44.7K - $57.3K
|
649
$223K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-11- 1.06% |
$4.2K - $5.39K
|
1.03K
$354K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-19.8K- 58.0% |
$8.36M - $10.3M
|
14.4K
$4.93M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.5K+ 8.06% |
$7.8M - $9.63M
|
248K
$85.1M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100+ 12.69% |
$42.2K - $52.1K
|
888
$305K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
94+ 4700.0% |
$39.7K - $48.9K
|
96
$32.9K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
280+ 1.33% |
$118K - $146K
|
21.4K
$7.34M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
12.2KNew |
$5.16M - $6.37M
|
12.2K
$4.2M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
4New |
$1.69K - $2.08K
|
4
$1.37K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2New |
$844 - $1.04K
|
2
$686
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
521New |
$220K - $271K
|
521
$179K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Aug 14, 2025
Q2 2025
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
1.56K+ 11.57% |
$656K - $810K
|
15K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22.6KNew |
$9.54M - $11.8M
|
22.6K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
752New |
$317K - $392K
|
752
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.09KNew |
$1.31M - $1.61M
|
3.09K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-745- 34.36% |
$314K - $388K
|
1.42K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
275New |
$116K - $143K
|
275
$94.4K
|
|