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 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
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
32+ 3.5% |
$14.8K - $17K
|
945
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
9New |
$4.17K - $4.78K
|
9
$3.09K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
523New |
$243K - $278K
|
523
$179K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$464 - $531
|
1
$343
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7New |
$3.25K - $3.72K
|
7
$2.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
3+ 0.39% |
$1.39K - $1.59K
|
773
$265K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
554New |
$257K - $294K
|
554
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
5New |
$2.32K - $2.65K
|
5
$1.72K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-69- 2.26% |
$32K - $36.6K
|
2.99K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400New |
$186K - $212K
|
400
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
399New |
$185K - $212K
|
399
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11New |
$5.1K - $5.84K
|
11
$3.77K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5New |
$2.32K - $2.65K
|
5
$1.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
75+ 32.89% |
$34.8K - $39.8K
|
303
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
405New |
$188K - $215K
|
405
$139K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
176+ 37.85% |
$81.6K - $93.4K
|
641
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22+ 2.92% |
$10.2K - $11.7K
|
776
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22New |
$10.2K - $11.7K
|
22
$7.55K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
11New |
$5.1K - $5.84K
|
11
$3.77K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$46.4K - $53.1K
|
100
$34.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$464 - $531
|
1
$343
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-24- 4.14% |
$11.1K - $12.7K
|
556
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1- 0.22% |
$464 - $531
|
461
$158K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2New |
$928 - $1.06K
|
2
$686
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
50New |
$23.2K - $26.5K
|
50
$17.2K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6+ 0.87% |
$2.78K - $3.18K
|
693
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
4New |
$1.86K - $2.12K
|
4
$1.37K
|
|
|
Apr 14, 2025
Q1 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
716New |
$332K - $380K
|
716
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1- 0.04% |
$464 - $531
|
2.55K
$875K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 5.57% |
$11.1K - $12.7K
|
407
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
31+ 3100.0% |
$14.4K - $16.5K
|
32
$11K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
57New |
$26.4K - $30.3K
|
57
$19.6K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-16- 2.05% |
$7.42K - $8.49K
|
766
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-315- 19.44% |
$146K - $167K
|
1.31K
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
460New |
$213K - $244K
|
460
$158K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-30- 1.57% |
$13.9K - $15.9K
|
1.88K
$646K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1New |
$464 - $531
|
1
$343
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-12- 29.27% |
$5.57K - $6.37K
|
29
$9.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-40- 7.58% |
$18.6K - $21.2K
|
488
$167K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
59+ 6.83% |
$27.4K - $31.3K
|
923
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29+ 5.91% |
$13.5K - $15.4K
|
520
$178K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-158- 23.41% |
$73.3K - $83.9K
|
517
$177K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
52+ 260.0% |
$24.1K - $27.6K
|
72
$24.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 8.16% |
$1.86K - $2.12K
|
53
$18.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-75- 4.78% |
$34.8K - $39.8K
|
1.49K
$512K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
33New |
$15.3K - $17.5K
|
33
$11.3K
|
|