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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35+ 2.18% |
$14.8K - $18.2K
|
1.64K
$562K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
190New |
$80.1K - $98.9K
|
190
$65.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
200+ 1.64% |
$84.4K - $104K
|
12.4K
$4.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 50.0% |
$844 - $1.04K
|
2
$686
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-100- 14.29% |
$42.2K - $52.1K
|
600
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
550+ 40.74% |
$232K - $286K
|
1.9K
$652K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3New |
$1.27K - $1.56K
|
3
$1.03K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.34KNew |
$1.83M - $2.26M
|
4.34K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3+ 150.0% |
$1.27K - $1.56K
|
5
$1.72K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$84.4K - $104K
|
200
$68.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-26- 4.25% |
$11K - $13.5K
|
586
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-22- 34.92% |
$9.28K - $11.5K
|
41
$14.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-450- 1.85% |
$190K - $234K
|
23.9K
$8.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
68+ 46.58% |
$28.7K - $35.4K
|
214
$73.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-290- 8.21% |
$122K - $151K
|
3.24K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
98+ 2.59% |
$41.3K - $51K
|
3.89K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
115+ 3.68% |
$48.5K - $59.9K
|
3.24K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 10.2% |
$2.11K - $2.6K
|
54
$18.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6- 0.18% |
$2.53K - $3.12K
|
3.4K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
90+ 500.0% |
$38K - $46.9K
|
108
$37.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Fcf Advisors LLC
|
BUY
|
- |
10.6K+ 178.6% |
$4.45M - $5.5M
|
16.5K
$5.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
700+ 5.69% |
$295K - $364K
|
13K
$4.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
311+ 4.65% |
$131K - $162K
|
7K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-590- 20.23% |
$249K - $307K
|
2.33K
$798K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-26- 1.31% |
$11K - $13.5K
|
1.95K
$670K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-98- 12.6% |
$41.3K - $51K
|
680
$233K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
59+ 11.26% |
$27.4K - $31.3K
|
583
$200K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
215+ 44.98% |
$99.7K - $114K
|
693
$238K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-4Closed |
$1.86K - $2.12K
|
0
$0
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
2.87KNew |
$1.33M - $1.52M
|
2.87K
$985K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
100New |
$46.4K - $53.1K
|
100
$34.3K
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.75K- 85.88% |
$1.27M - $1.46M
|
452
$155K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-42- 9.03% |
$19.5K - $22.3K
|
423
$145K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
47New |
$21.8K - $24.9K
|
47
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.9K+ 11.18% |
$1.81M - $2.07M
|
38.8K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
522+ 118.91% |
$242K - $277K
|
961
$330K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-5.98K- 73.86% |
$2.77M - $3.17M
|
2.12K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-85- 2.07% |
$39.4K - $45.1K
|
4.02K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
1.12KNew |
$519K - $593K
|
1.12K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-189- 2.65% |
$87.7K - $100K
|
6.94K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.59KNew |
$737K - $843K
|
1.59K
$545K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.14K- 61.78% |
$528K - $604K
|
704
$242K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
642+ 149.65% |
$298K - $341K
|
1.07K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10- 2.17% |
$4.64K - $5.31K
|
451
$155K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
14New |
$6.49K - $7.43K
|
14
$4.8K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18- 2.37% |
$8.35K - $9.55K
|
742
$255K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2New |
$928 - $1.06K
|
2
$686
|
|
|
May 15, 2025
Q1 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
15.7KNew |
$7.29M - $8.34M
|
15.7K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
15KNew |
$6.96M - $7.96M
|
15K
$5.15M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-5.6K- 78.87% |
$2.6M - $2.97M
|
1.5K
$515K
|
|