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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-613- 41.2% |
$284K - $325K
|
875
$300K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.24KNew |
$1.04M - $1.19M
|
2.24K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2- 0.4% |
$928 - $1.06K
|
500
$172K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-80- 15.84% |
$37.1K - $42.5K
|
425
$146K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-159- 22.39% |
$73.8K - $84.4K
|
551
$189K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
10+ 2.35% |
$4.64K - $5.31K
|
436
$150K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
249+ 22.66% |
$116K - $132K
|
1.35K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23+ 4.78% |
$10.7K - $12.2K
|
504
$173K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
29+ 5.88% |
$13.5K - $15.4K
|
522
$179K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.87KNew |
$2.72M - $3.11M
|
5.87K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-199- 14.03% |
$92.3K - $106K
|
1.22K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
926New |
$430K - $491K
|
926
$318K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
401New |
$186K - $213K
|
401
$138K
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
24.8KNew |
$11.5M - $13.1M
|
24.8K
$8.49M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-703- 26.86% |
$326K - $373K
|
1.91K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
402New |
$186K - $213K
|
402
$138K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.13KNew |
$3.31M - $3.78M
|
7.13K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
900New |
$417K - $478K
|
900
$309K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
518New |
$240K - $275K
|
518
$178K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5K- 0.78% |
$2.32M - $2.65M
|
634K
$218M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
551New |
$256K - $292K
|
551
$189K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
31New |
$14.4K - $16.5K
|
31
$10.6K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
420New |
$195K - $223K
|
420
$144K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13- 1.08% |
$6.03K - $6.9K
|
1.19K
$407K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-2.76K- 38.67% |
$1.28M - $1.46M
|
4.37K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-75- 8.47% |
$34.8K - $39.8K
|
810
$278K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
18New |
$8.35K - $9.55K
|
18
$6.18K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.24K+ 45.84% |
$576K - $659K
|
3.95K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5- 12.82% |
$2.32K - $2.65K
|
34
$11.7K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-37- 0.63% |
$17.2K - $19.6K
|
5.88K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-114- 19.42% |
$52.9K - $60.5K
|
473
$162K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-115- 93.5% |
$53.3K - $61K
|
8
$2.74K
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
619New |
$287K - $329K
|
619
$212K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 0.27% |
$14.4K - $16.5K
|
11.6K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
139+ 29.45% |
$64.5K - $73.8K
|
611
$210K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
30+ 115.38% |
$13.9K - $15.9K
|
56
$19.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
160New |
$74.2K - $84.9K
|
160
$54.9K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 0.46% |
$1.86K - $2.12K
|
861
$295K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
140+ 64.81% |
$64.9K - $74.3K
|
356
$122K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
98+ 116.67% |
$45.5K - $52K
|
182
$62.4K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
398New |
$185K - $211K
|
398
$137K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.51% |
$464 - $531
|
194
$66.6K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10- 2.2% |
$4.64K - $5.31K
|
445
$153K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-10- 0.76% |
$4.64K - $5.31K
|
1.3K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-6- 18.75% |
$2.78K - $3.18K
|
26
$8.92K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
810New |
$376K - $430K
|
810
$278K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-694- 19.32% |
$322K - $368K
|
2.9K
$995K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.26K+ 9.13% |
$583K - $667K
|
15K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Regents Gate Capital LLP
London, X0 |
SELL
|
- |
-16.3K- 91.03% |
$7.55M - $8.64M
|
1.61K
$551K
|
|