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 09, 2024
Q2 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-327- 1.27% |
$130K - $161K
|
25.4K
$12M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$7.94K - $9.82K
|
20
$9.44K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7New |
$2.78K - $3.44K
|
7
$3.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9- 29.03% |
$3.57K - $4.42K
|
22
$10.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
864New |
$343K - $424K
|
864
$408K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$4.16K - $4.83K
|
11
$5.19K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$378 - $440
|
1
$472
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-677- 17.83% |
$256K - $298K
|
3.12K
$1.47M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.2KNew |
$831K - $966K
|
2.2K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.83KNew |
$1.07M - $1.24M
|
2.83K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
8KNew |
$3.02M - $3.52M
|
8K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18New |
$6.8K - $7.91K
|
18
$8.5K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.3K- 52.0% |
$491K - $571K
|
1.2K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-6.44K- 93.6% |
$2.43M - $2.83M
|
440
$208K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12.6K- 96.0% |
$4.75M - $5.52M
|
524
$247K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
913+ 11.26% |
$345K - $401K
|
9.02K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
CALL |
-110K- 84.62% |
$41.6M - $48.3M
|
20K
$9.44M
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
986New |
$373K - $433K
|
986
$465K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-51- 9.86% |
$19.3K - $22.4K
|
466
$220K
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
701New |
$265K - $308K
|
701
$331K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
642New |
$243K - $282K
|
642
$303K
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.93KNew |
$728K - $847K
|
1.93K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
6+ 0.78% |
$2.27K - $2.64K
|
772
$364K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-119- 22.12% |
$45K - $52.3K
|
419
$198K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-75- 3.46% |
$28.3K - $33K
|
2.09K
$986K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-894- 37.98% |
$338K - $393K
|
1.46K
$689K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.2KNew |
$454K - $528K
|
1.2K
$567K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.23KNew |
$841K - $978K
|
2.23K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19- 0.65% |
$7.18K - $8.35K
|
2.9K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
857+ 22.88% |
$324K - $377K
|
4.6K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-727- 51.78% |
$275K - $320K
|
677
$320K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
955New |
$361K - $420K
|
955
$451K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
15New |
$5.67K - $6.59K
|
15
$7.08K
|
|
|
May 13, 2024
Q1 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
1.92K+ 27.54% |
$726K - $845K
|
8.9K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.32K- 9.43% |
$1.63M - $1.9M
|
41.5K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
32+ 5.95% |
$12.1K - $14.1K
|
570
$269K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
71New |
$26.8K - $31.2K
|
71
$33.5K
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
1.38KNew |
$520K - $605K
|
1.38K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-129- 13.92% |
$48.8K - $56.7K
|
798
$377K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.9K+ 6.69% |
$719K - $836K
|
30.3K
$14.3M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 2.33% |
$378 - $440
|
44
$20.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 85.76% |
$9.8M - $11.4M
|
4.31K
$2.03M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-20- 3.45% |
$7.56K - $8.79K
|
559
$264K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-675- 19.6% |
$255K - $297K
|
2.77K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
1.12KNew |
$423K - $492K
|
1.12K
$529K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.13KNew |
$428K - $498K
|
1.13K
$534K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
71New |
$26.8K - $31.2K
|
71
$33.5K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
860New |
$325K - $378K
|
860
$406K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-759- 35.94% |
$287K - $334K
|
1.35K
$639K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
133New |
$50.3K - $58.5K
|
133
$62.8K
|
|