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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
29New |
$13.5K - $16.5K
|
29
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.77K- 14.63% |
$825K - $1.01M
|
10.3K
$4.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.74K- 14.39% |
$2.68M - $3.27M
|
34.2K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
20New |
$9.33K - $11.4K
|
20
$9.44K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-451- 22.27% |
$210K - $257K
|
1.57K
$743K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-23- 1.65% |
$10.7K - $13.1K
|
1.38K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5- 0.36% |
$2.33K - $2.84K
|
1.39K
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.87K - $2.28K
|
4
$1.89K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 29.62% |
$10.3M - $12.6M
|
52.5K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
26New |
$12.1K - $14.8K
|
26
$12.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
696+ 3.92% |
$325K - $396K
|
18.5K
$8.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 4.2% |
$12.1K - $14.8K
|
593
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
BUY
|
- |
793New |
$370K - $451K
|
793
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-129- 6.53% |
$60.2K - $73.4K
|
1.85K
$871K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-37- 3.96% |
$17.3K - $21K
|
898
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
536+ 9.97% |
$250K - $305K
|
5.91K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-93- 3.68% |
$43.4K - $52.9K
|
2.44K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.79K+ 81.53% |
$2.23M - $2.72M
|
10.7K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 0.26% |
$16.8K - $20.5K
|
14.1K
$6.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-337- 29.61% |
$157K - $192K
|
801
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7+ 0.92% |
$3.27K - $3.98K
|
769
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-1.23K- 4.69% |
$575K - $701K
|
25K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
65New |
$30.3K - $37K
|
65
$30.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
247+ 1.91% |
$115K - $140K
|
13.2K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.32K- 67.62% |
$617K - $752K
|
633
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-817- 11.63% |
$381K - $465K
|
6.21K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-146- 58.63% |
$68.1K - $83K
|
103
$48.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4- 0.44% |
$1.87K - $2.28K
|
898
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-1.09K- 1.14% |
$509K - $620K
|
94.5K
$44.6M
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-8K- 57.95% |
$3.73M - $4.55M
|
5.81K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 3300.0% |
$46.2K - $56.3K
|
102
$48.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 3.7% |
$46.7K - $56.9K
|
2.8K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.08% |
$467 - $569
|
1.22K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64+ 76.19% |
$29.9K - $36.4K
|
148
$69.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
465New |
$217K - $264K
|
465
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
82+ 2.55% |
$38.3K - $46.6K
|
3.3K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.73K+ 3.87% |
$2.21M - $2.69M
|
127K
$59.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
8K+ 1.37% |
$3.73M - $4.55M
|
591K
$279M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-26- 1.82% |
$12.1K - $14.8K
|
1.4K
$662K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
199+ 35.99% |
$92.8K - $113K
|
752
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51- 0.32% |
$23.8K - $29K
|
16K
$7.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
284+ 9.53% |
$133K - $162K
|
3.26K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
391+ 9.52% |
$182K - $222K
|
4.5K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39+ 0.86% |
$18.2K - $22.2K
|
4.58K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-144- 8.82% |
$67.2K - $81.9K
|
1.49K
$702K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$467 - $569
|
1
$472
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-61- 7.34% |
$28.5K - $34.7K
|
770
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4- 0.28% |
$1.87K - $2.28K
|
1.41K
$666K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
2.96K+ 11.84% |
$1.38M - $1.68M
|
27.9K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-93- 1.55% |
$43.4K - $52.9K
|
5.92K
$2.79M
|