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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-821- 59.97% |
$383K - $467K
|
548
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
718+ 11.22% |
$335K - $408K
|
7.12K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.12KNew |
$988K - $1.2M
|
2.12K
$726K
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
7K+ 14.31% |
$3.27M - $3.98M
|
55.9K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
76New |
$35.5K - $43.2K
|
76
$26.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-800- 53.84% |
$373K - $455K
|
686
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.3KNew |
$607K - $740K
|
1.3K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.92KNew |
$895K - $1.09M
|
1.92K
$658K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 63.8% |
$402K - $490K
|
489
$168K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53+ 8.53% |
$24.7K - $30.1K
|
674
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.9KNew |
$11.2M - $13.6M
|
23.9K
$8.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$933 - $1.14K
|
2
$686
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16New |
$7.47K - $9.1K
|
16
$5.49K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
526New |
$245K - $299K
|
526
$180K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.09KNew |
$2.38M - $2.9M
|
5.09K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5New |
$2.33K - $2.84K
|
5
$1.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 0.67% |
$3.27K - $3.98K
|
1.04K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-39- 12.38% |
$18.2K - $22.2K
|
276
$94.7K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
46+ 1.05% |
$21.5K - $26.2K
|
4.44K
$1.52M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
61.5K+ 31.99% |
$27.6M - $31.9M
|
254K
$87M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 41.67% |
$2.24K - $2.6K
|
7
$2.4K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.2KNew |
$536K - $621K
|
1.2K
$410K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.35K- 58.98% |
$606K - $702K
|
939
$322K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-50- 10.1% |
$22.4K - $26K
|
445
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
4.2KNew |
$1.88M - $2.18M
|
4.2K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-278- 27.07% |
$125K - $145K
|
749
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
458New |
$206K - $238K
|
458
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-74- 2.85% |
$33.2K - $38.5K
|
2.52K
$866K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8.79K- 95.42% |
$3.94M - $4.57M
|
422
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
400+ 80.0% |
$179K - $208K
|
900
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
513New |
$230K - $267K
|
513
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
769+ 16.91% |
$345K - $400K
|
5.32K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
15KNew |
$6.73M - $7.8M
|
15K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.04KNew |
$467K - $541K
|
1.04K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
6KNew |
$2.69M - $3.12M
|
6K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.18K- 96.7% |
$3.22M - $3.73M
|
245
$84.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
18.4KNew |
$8.26M - $9.57M
|
18.4K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
3.4KNew |
$1.53M - $1.77M
|
3.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.44KNew |
$646K - $748K
|
1.44K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
766New |
$344K - $398K
|
766
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
40New |
$17.9K - $20.8K
|
40
$13.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.27K- 54.6% |
$1.92M - $2.22M
|
3.55K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
117+ 9.05% |
$52.5K - $60.8K
|
1.41K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Bornite Capital Management LP
|
BUY
|
- |
35KNew |
$15.7M - $18.2M
|
35K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.17KNew |
$2.32M - $2.69M
|
5.17K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.3K- 38.24% |
$583K - $676K
|
2.1K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.24K- 82.39% |
$1.9M - $2.2M
|
906
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-86- 2.02% |
$38.6K - $44.7K
|
4.17K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Crown Advisors Management, Inc.
Larkspur, CA |
BUY
|
- |
5KNew |
$2.24M - $2.6M
|
5K
$1.72M
|
|