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 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-670- 56.4% |
$253K - $294K
|
518
$244K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
30+ 52.63% |
$11.3K - $13.2K
|
87
$41.1K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$37.8K - $44K
|
100
$47.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
50+ 6.87% |
$18.9K - $22K
|
778
$367K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
329New |
$124K - $145K
|
329
$155K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$378 - $440
|
1
$472
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.93KNew |
$1.11M - $1.29M
|
2.93K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5New |
$1.89K - $2.2K
|
5
$2.36K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
13New |
$4.91K - $5.71K
|
13
$6.14K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-18- 3.47% |
$6.8K - $7.91K
|
501
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
2New |
$756 - $879
|
2
$944
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-489- 34.17% |
$185K - $215K
|
942
$445K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
491New |
$186K - $216K
|
491
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
37+ 1.56% |
$14K - $16.3K
|
2.4K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-98- 37.55% |
$37K - $43.1K
|
163
$76.9K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
59New |
$22.3K - $25.9K
|
59
$27.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
BUY
|
- |
8+ 1.04% |
$3.02K - $3.52K
|
776
$366K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.18K+ 460.13% |
$824K - $959K
|
2.66K
$1.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-7- 63.64% |
$2.65K - $3.08K
|
4
$1.89K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-250- 32.13% |
$94.5K - $110K
|
528
$249K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-215- 15.17% |
$81.3K - $94.5K
|
1.2K
$567K
|
|
| Q4 2023 | |||||||
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
244+ 0.4% |
$83.1K - $105K
|
61.7K
$29.1M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
39+ 6.7% |
$13.3K - $16.7K
|
621
$293K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-91- 98.91% |
$31K - $39K
|
1
$472
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3New |
$1.02K - $1.29K
|
3
$1.42K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$35.4K - $44.6K
|
104
$49.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
8.31K+ 17.43% |
$2.83M - $3.56M
|
56K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
43+ 537.5% |
$14.6K - $18.4K
|
51
$24.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 3.7% |
$341 - $429
|
26
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
3.84K+ 243.56% |
$1.31M - $1.65M
|
5.41K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$7.44M - $9.38M
|
21.9K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
106KNew |
$36.2M - $45.6M
|
106K
$50.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.1KNew |
$375K - $472K
|
1.1K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
585New |
$199K - $251K
|
585
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.83KNew |
$623K - $786K
|
1.83K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
CALL |
600New |
$204K - $257K
|
600
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
47New |
$16K - $20.2K
|
47
$22.2K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.68% |
$341 - $429
|
147
$69.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.85KNew |
$631K - $795K
|
1.85K
$875K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.13K+ 113100.0% |
$385K - $485K
|
1.13K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
57New |
$19.4K - $24.5K
|
57
$26.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-11- 1.68% |
$3.75K - $4.72K
|
642
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
500New |
$170K - $215K
|
500
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8New |
$2.72K - $3.43K
|
8
$3.78K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-252- 6.31% |
$85.8K - $108K
|
3.74K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
11.2KNew |
$3.83M - $4.82M
|
11.2K
$5.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-184- 2.57% |
$62.7K - $78.9K
|
6.97K
$3.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
59New |
$20.1K - $25.3K
|
59
$27.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
526New |
$179K - $226K
|
526
$248K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$2.38K - $3K
|
7
$3.3K
|
|