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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-31.3K- 19.54% |
$12M - $15.4M
|
129K
$44.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.08K+ 9.01% |
$414K - $531K
|
13.1K
$4.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-92- 11.47% |
$35.1K - $45.1K
|
710
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-467- 13.53% |
$178K - $229K
|
2.98K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.58K- 7.26% |
$602K - $772K
|
20.1K
$6.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Southernsun Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.92K+ 13.41% |
$734K - $942K
|
16.3K
$5.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-2.73K- 83.54% |
$1.04M - $1.34M
|
537
$184K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-277- 24.53% |
$106K - $136K
|
852
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.67K- 89.02% |
$2.16M - $2.78M
|
699
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
172K+ 12054.35% |
$65.6M - $84.1M
|
173K
$59.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.1K+ 3.55% |
$418K - $537K
|
31.9K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.09K- 5.17% |
$418K - $536K
|
20.1K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.19K+ 156.04% |
$454K - $583K
|
1.95K
$669K
|
|
|
Nov 14, 2025
Q3 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-6.37K- 90.99% |
$2.43M - $3.12M
|
631
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
767New |
$293K - $376K
|
767
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
55K+ 1170.21% |
$21M - $26.9M
|
59.7K
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.01K- 10.28% |
$1.53M - $1.96M
|
35K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-1.2K- 48.0% |
$458K - $588K
|
1.3K
$446K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
477+ 35.15% |
$182K - $234K
|
1.83K
$629K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
21.9K+ 77.66% |
$8.36M - $10.7M
|
50.1K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
43+ 0.96% |
$16.4K - $21.1K
|
4.51K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 17.02% |
$545K - $699K
|
9.81K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-299- 19.83% |
$114K - $147K
|
1.21K
$415K
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-25.8K- 82.4% |
$9.85M - $12.6M
|
5.51K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
- |
50.9KNew |
$19.5M - $25M
|
50.9K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-403- 0.83% |
$154K - $197K
|
47.9K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-7.18K- 84.49% |
$2.74M - $3.52M
|
1.32K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.1K+ 126.57% |
$3.09M - $3.97M
|
14.5K
$4.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
346+ 51.95% |
$132K - $170K
|
1.01K
$347K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.26K- 41.31% |
$1.63M - $2.09M
|
6.05K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-349- 0.81% |
$133K - $171K
|
42.6K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-76- 17.55% |
$29K - $37.2K
|
357
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.02K+ 4.01% |
$2.3M - $2.95M
|
156K
$53.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
26+ 1.24% |
$9.93K - $12.7K
|
2.12K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-669- 37.42% |
$256K - $328K
|
1.12K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Oddo Bhf Asset Management Sas
Paris, I0 |
SELL
|
- |
-92- 3.45% |
$35.1K - $45.1K
|
2.58K
$884K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1New |
$382 - $490
|
1
$343
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 100.0% |
$764 - $980
|
4
$1.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
148New |
$56.5K - $72.5K
|
148
$50.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.31K- 2.12% |
$2.79M - $3.58M
|
338K
$116M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.5K- 12.97% |
$8.57M - $11M
|
151K
$51.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-10.8K- 91.53% |
$4.12M - $5.29M
|
1K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.8K+ 3.86% |
$8.7M - $11.2M
|
613K
$210M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
SELL
|
- |
-43- 4.52% |
$16.4K - $21.1K
|
908
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-603- 5.94% |
$230K - $295K
|
9.56K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
21+ 8.64% |
$8.02K - $10.3K
|
264
$90.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.03K- 70.98% |
$2.68M - $3.44M
|
2.87K
$985K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
589+ 1436.59% |
$225K - $289K
|
630
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-42- 18.1% |
$16K - $20.6K
|
190
$65.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
573+ 44.18% |
$219K - $281K
|
1.87K
$642K
|
|