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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-537- 47.27% |
$227K - $280K
|
599
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-629- 51.52% |
$265K - $327K
|
592
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
735New |
$310K - $383K
|
735
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-19- 0.33% |
$8.01K - $9.89K
|
5.71K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
4New |
$1.69K - $2.08K
|
4
$1.37K
|
|
|
Aug 14, 2025
Q2 2025
|
Ilex Capital Partners (Uk) LLP
London, X0 |
BUY
|
- |
2.81KNew |
$1.18M - $1.46M
|
2.81K
$963K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-136- 8.58% |
$57.4K - $70.8K
|
1.45K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 29.08% |
$701K - $865K
|
4.05K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
473New |
$200K - $246K
|
473
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.55K- 54.58% |
$1.92M - $2.37M
|
3.79K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6- 28.57% |
$2.53K - $3.12K
|
15
$5.15K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-5.91K- 79.71% |
$2.49M - $3.08M
|
1.5K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
57.3KNew |
$24.2M - $29.8M
|
57.3K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-3.74K- 7.02% |
$1.58M - $1.95M
|
49.5K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
12+ 36.36% |
$5.06K - $6.25K
|
45
$15.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
123+ 74.55% |
$51.9K - $64K
|
288
$98.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
56+ 11.99% |
$23.6K - $29.2K
|
523
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-2.81K- 79.03% |
$1.19M - $1.46M
|
746
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-22- 64.71% |
$9.28K - $11.5K
|
12
$4.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
225+ 21.53% |
$94.9K - $117K
|
1.27K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
1.62KNew |
$682K - $841K
|
1.62K
$554K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-319- 96.37% |
$135K - $166K
|
12
$4.12K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
52+ 8.15% |
$21.9K - $27.1K
|
690
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
835New |
$352K - $435K
|
835
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-21- 1.67% |
$8.86K - $10.9K
|
1.24K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.76K- 65.38% |
$743K - $917K
|
933
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
113+ 68.9% |
$47.7K - $58.8K
|
277
$95K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
5New |
$2.11K - $2.6K
|
5
$1.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.43KNew |
$1.87M - $2.31M
|
4.43K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 36.56% |
$464K - $573K
|
4.11K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-61.9K- 78.43% |
$26.1M - $32.2M
|
17K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5New |
$2.11K - $2.6K
|
5
$1.72K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-32- 84.21% |
$13.5K - $16.7K
|
6
$2.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
$844 - $1.04K
|
2
$686
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
573New |
$242K - $298K
|
573
$197K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.22% |
$422 - $521
|
459
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
348New |
$147K - $181K
|
348
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
48.9K+ 44062.16% |
$20.6M - $25.5M
|
49K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-96- 2.2% |
$40.5K - $50K
|
4.27K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
82+ 11.2% |
$34.6K - $42.7K
|
814
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-45- 7.76% |
$19K - $23.4K
|
535
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.94KNew |
$820K - $1.01M
|
1.94K
$667K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
1.1KNew |
$464K - $573K
|
1.1K
$377K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
5.72KNew |
$2.41M - $2.98M
|
5.72K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
4.43KNew |
$1.87M - $2.31M
|
4.43K
$1.52M
|
|