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 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
4.43KNew |
$1.87M - $2.31M
|
4.43K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
134+ 13400.0% |
$56.5K - $69.8K
|
135
$46.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-52- 9.85% |
$21.9K - $27.1K
|
476
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
46+ 16.25% |
$19.4K - $24K
|
329
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
16New |
$6.75K - $8.33K
|
16
$5.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
32+ 0.69% |
$13.5K - $16.7K
|
4.7K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-10- 1.79% |
$4.22K - $5.21K
|
550
$189K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.14K- 23.18% |
$480K - $593K
|
3.77K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
7KNew |
$2.95M - $3.64M
|
7K
$2.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
264New |
$111K - $137K
|
264
$90.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.95KNew |
$3.78M - $4.66M
|
8.95K
$3.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$46.4K - $57.3K
|
110
$37.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-133- 16.0% |
$56.1K - $69.2K
|
698
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
125+ 16.6% |
$52.7K - $65.1K
|
878
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.39K- 4.05% |
$585K - $722K
|
32.8K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-4- 50.0% |
$1.69K - $2.08K
|
4
$1.37K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-28- 96.55% |
$11.8K - $14.6K
|
1
$343
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
805New |
$340K - $419K
|
805
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.23K- 12.41% |
$939K - $1.16M
|
15.7K
$5.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
600New |
$253K - $312K
|
600
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.08K+ 214.01% |
$877K - $1.08M
|
3.05K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
175+ 13.5% |
$73.8K - $91.1K
|
1.47K
$505K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-2.6K- 76.51% |
$1.1M - $1.35M
|
799
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-65- 6.34% |
$27.4K - $33.8K
|
960
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
503New |
$212K - $262K
|
503
$173K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-32- 1.04% |
$13.5K - $16.7K
|
3.05K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3- 0.49% |
$1.27K - $1.56K
|
609
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-51- 7.8% |
$21.5K - $26.6K
|
603
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-78- 13.71% |
$32.9K - $40.6K
|
491
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-7- 25.93% |
$2.95K - $3.64K
|
20
$6.86K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-1.61K- 65.94% |
$680K - $839K
|
832
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
104+ 11.56% |
$43.9K - $54.1K
|
1K
$344K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-12.1K- 24.77% |
$5.11M - $6.3M
|
36.8K
$12.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-25.3K- 4.29% |
$10.7M - $13.2M
|
565K
$194M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.75KNew |
$738K - $911K
|
1.75K
$600K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-11- 16.67% |
$4.64K - $5.73K
|
55
$18.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
76New |
$32.1K - $39.6K
|
76
$26.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
39+ 0.1% |
$16.5K - $20.3K
|
38.9K
$13.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
61+ 18.1% |
$25.7K - $31.8K
|
398
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
54K+ 81.82% |
$22.8M - $28.1M
|
120K
$41.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$422 - $521
|
1
$343
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-3Closed |
$1.27K - $1.56K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
330+ 35.11% |
$139K - $172K
|
1.27K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-14- 2.71% |
$5.91K - $7.29K
|
503
$173K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1- 0.19% |
$422 - $521
|
530
$182K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 54.22% |
$6.6M - $8.14M
|
13.2K
$4.53M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$4.91M - $6.06M
|
11.6K
$3.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 1.96% |
$422 - $521
|
50
$17.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.04K- 68.11% |
$439K - $541K
|
487
$167K
|
|